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Drop-In: UK Commercial Property in 2025 – Do higher gilt yields augur ill?

UK commercial property finally turned a corner in 2024 after a few painful years. But 2025 has started with a bruising sell-off in gilt markets that has seen yields surging to multi-year highs. Will this imperil the market’s recovery? Where will the opportunities lie this year – and are there other risks that investors need to ready for?

Our UK real estate and macro teams held this online briefing all about the year-ahead for UK commercial property.

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