Europe Commercial Property Update Oversupply will keep CEE logistics in a rut in 2025 The non-euro-zone central European logistics markets have been Europe’s worst performing in 2024 as prime rents have fallen across the region. 2025 will herald more of the same, as oversupply keeps... 19th December 2024 · 6 mins read
Europe Commercial Property Update Trump tariffs would drag on port-centric industrial hubs The incoming Trump administration is threatening to put new tariffs on European exports. In our view, given their limited macroeconomic impact, they will not be a game-changer for commercial property... 18th December 2024 · 4 mins read
UK Commercial Property Update What’s keeping real estate investors awake at night? A vast share of our clients highlighted geopolitics and/or Trump as their biggest blind spots going into 2025 when polled at our recent London roundtables. Meanwhile, a large majority thought that... 9th December 2024 · 3 mins read
Europe Commercial Property Update Will there be a retail renaissance in Paris? Paris retail rents surged in Q3 raising hopes for a sustained revival. But this jump probably reflects a temporary boost from the Olympics and momentum is expected to fade next year. Despite this, we... 4th December 2024 · 3 mins read
Global Economics Update US import tariffs: your questions answered We held an online session on US import tariffs on 26th November. (See a recording here ). In this Update we answer the questions we were most asked. 29th November 2024 · 7 mins read
UK Commercial Property Update Takeaways from our Property in 2025 roundtables This week we held a series of roundtable discussions with clients in our London office about the outlook for European commercial property. This Update outlines our thoughts on some of the most... 28th November 2024 · 4 mins read
Global Economics Update Canada, China and Mexico in Trump’s firing line President-elect Donald Trump’s first threatened tariffs since the election are designed to extract concessions on drug trafficking and illegal border crossings, which means it may be possible for the... 26th November 2024 · 4 mins read
Europe Commercial Property Update Investment to pick up but remain sluggish in 2025 The recovery in euro-zone real estate investment has been weak in 2024, with total activity in the first three quarters little changed on 2023’s near-record-lows. However, prospects for 2025 are... 20th November 2024 · 5 mins read
Europe Commercial Property Update Larger rate cuts increase the scope for property yield falls The larger and faster pace of ECB rate cuts we now expect means euro-zone government bond yields are likely to be lower in the coming years than previously forecast. This is positive for property... 19th November 2024 · 3 mins read
US Commercial Property Update Shout it from the rooftops, CRE pricing has troughed It is increasingly clear to us that pricing in all three regions we forecast has bottomed, even if appraisals are yet to reflect that in mainland Europe and the US. And although we expect recent... 14th November 2024 · 4 mins read
Europe Commercial Property Update Consensus still expect office rent slowdown, CE more upbeat The strength of prime office rent growth in Europe in recent years has surprised forecasters, however there is broad agreement that rental growth will slow next year. We share that view, but are less... 14th November 2024 · 4 mins read
Europe Commercial Property Update Risks to European hotel resurgence A strong recovery in occupancy and operating performance following the pandemic has helped European hotels to outperform other sectors on average since 2022. However, this rebound is now fading and... 8th November 2024 · 4 mins read
Europe Commercial Property Update Q3 RICS: Weak occupier demand a risk to recovery The latest RICS survey showed that investor sentiment continued to improve in Europe in Q3, adding to the growing evidence that the market has bottomed. However, declines in reported occupier demand... 31st October 2024 · 4 mins read
Event CRE Drop-In: The residential outlook – Europe vs the US and the case for outperformance 1731423600 Residential’s growing share of investor portfolios speaks to the buzz around its potential to keep providing outsized returns. But will residential continue to deliver?
Europe Commercial Property Update French residential property returns to lag the pack Softer rental prospects, less scope for yields to fall and lower income returns look set to weigh on French residential property returns compared to Germany, the UK and the US in the coming years. 29th October 2024 · 3 mins read
Europe Commercial Property Update Dutch EPC evidence highlights risk from stranded assets There is growing concern about how the green transition may create stranded real estate assets, impacting negatively on both lenders and investors. We can get some idea of the scale of the problem in... 23rd October 2024 · 4 mins read
