Europe Commercial Property Chart Pack Strong rental rises, but jump in yields weighs on values While quarterly rental rises surprised on the upside in Q2, property yields also rose sooner than expected. This meant all-property capital values barely grew on the quarter and slowed to around 5% y... 22nd August 2022 · 9 mins read
US Commercial Property Update The six major markets will not be the only losers Pandemic-accelerated migration patterns were already driving outperformance in the southern states. But they have also brought the poor performance of weaker markets to the fore. With those structural... 10th August 2022 · 3 mins read
Europe Commercial Property Homeworking to remain key to city retail performance One of the unforeseen consequences of the homeworking revolution is its negative impact on city centre retail footfall. The evidence suggests that in urban centres there is a link between higher... 13th May 2022 · 3 mins read
US Commercial Property Update Divergence in regional mall performance set to persist The squeeze on consumer incomes points to a tough couple of years ahead for regional and super-regional malls, which tend to be more reliant on discretionary spending than other retail property types... 22nd April 2022 · 3 mins read
UK Commercial Property Update Homeworking brings more pain for city retail Retail has been the hardest hit of the major sectors during the pandemic, though hope is returning with the re-opening of economies. But new challenges are emerging. In particular, we think that more... 18th May 2021 · 3 mins read
US Commercial Property Outlook Faster bond yield rises will limit prospects for capital values The vaccine rollout and stimulus bill are unquestionably positive for the economy but may be a mixed blessing for real estate. Those two factors are probably most positive for the apartment sector... 25th March 2021 · 24 mins read
US Commercial Property Update Two more years of underperformance for malls Permanent increases in certain types of online sales will mean that regional and super-regional malls underperform the other retail sub-sectors for at least the next two years. Our forecasts point to... 23rd February 2021 · 3 mins read
US Commercial Property Outlook Structural changes will keep office and retail in the doldrums While the news of vaccines provides a fillip to our economic outlook, it does not have a major bearing on our occupier market forecasts. After all, we expect that structural change, rather than... 11th December 2020 · 23 mins read
UK Commercial Property Focus Is COVID-19 the death-knell for physical retail? Retail has been hit hard by the COVID-19 crisis and lasting changes to online spending will bring further pain. While our estimates suggest that the impact is likely to be less severe than structural... 8th October 2020 · 27 mins read
UK Commercial Property Update How might coronavirus impact European high streets? A reduction in Chinese tourism as a result of the coronavirus will lead to lower spending on prime high streets, particularly in Rome, Paris and London. If tourism reduces on a global scale, the... 4th February 2020 · 3 mins read
US Commercial Property Focus Six key calls for US commercial property We are launching our new subscription service on US commercial real estate by outlining six key calls that we believe will shape the sector’s story in the coming years. The macroeconomic environment... 28th January 2020 · 18 mins read
Europe Commercial Property Update How big is the threat of zombie malls in Europe? Dire predictions for US shopping centre closures appear relatively well-founded. However, for a variety of reasons – including more defensive lease terms, lower stock per capita and tighter planning... 3rd May 2018 · 6 mins read
