Europe Commercial Property Update Any boost to Dublin industrial rents will be temporary Indicators suggest that Irish industrial rental growth will remain healthy in Q1. However, as economic growth slows and uncertainty about the UK’s future relationship with the EU continues to impact... 13th February 2020 · 3 mins read
Europe Commercial Property Update Euro-zone property investment to hold up in 2020 The latest data revealed that commercial property investment in the euro-zone held steady at a record high level. And with favourable relative pricing and capital readily available, we think that... 6th February 2020 · 2 mins read
Europe 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
Europe Commercial Property Update Euro-zone property yield falls to continue We still think that the ECB will loosen policy this year, albeit by a little less than we had previously pencilled in. But with interest rates and bond yields still set to remain at historic lows... 31st January 2020 · 3 mins read
Europe Commercial Property Update Solid domestic demand won’t help Budapest retail rents Although economic growth in Budapest is expected to remain robust this year, weakness in tourism is likely to weigh on prime retail rental values. However, improving global growth should support... 28th January 2020 · 3 mins read
Europe Commercial Property Update Softer employment growth to drag on occupier activity After holding up despite the slowdown in economic activity, we expect jobs growth in office-based sectors to lose momentum over the next two years, weighing on occupier demand. This underpins our... 22nd January 2020 · 3 mins read
Europe Commercial Property Update Signs of growing preference for European real estate Although the share of global capital raised by European-focused funds has reduced in the last couple of years, there are indications that investors are starting to view real estate in Europe as... 20th January 2020 · 3 mins read
Europe Commercial Property Update Weakness to spread across Nordic retail sector As the slowdown in household spending and the growth in e-commerce weighs on prime retail rents, we think that rents will fall in all Nordic cities this year. 15th January 2020 · 3 mins read
Europe Commercial Property Update High rents and softer economy weigh on Spanish retail Despite Spain’s relatively strong economic outlook compared to its European peers, with real prime rents at high levels and the economy losing momentum, we think that prime retail rents will fall in... 13th January 2020 · 3 mins read
Europe Commercial Property Update Key predictions for European property in 2020 With interest rates set to stay lower for longer, we think that property yields will decline further in 2020. The exception is retail where, outside of Emerging Europe, yields are expected to rise in... 8th January 2020 · 3 mins read
Europe Commercial Property Update How did our predictions for 2019 stack up? While we could have been bolder with our forecast for rental growth in Europe, in particular Nordic offices, on the whole our forecasts for 2019 proved to be correct. 7th January 2020 · 3 mins read
Europe Commercial Property Update Paltry office rental growth in Turkey Despite a weaker lira, Istanbul prime office rents have, perhaps surprisingly, held up in the last two years. We expect them to hold steady over the next two years, but beyond 2021, we forecast... 23rd December 2019 · 2 mins read
Europe Commercial Property Update What do equities suggest about euro-zone property? Although the anaemic performance of the euro-zone economy is expected to weigh on occupier demand, real estate equity markets suggest that confidence in property markets has held up. We think that... 18th December 2019 · 2 mins read
Europe Commercial Property Update 2021 to mark last year of falls in CEE property yields We think that while yield compression across CEE markets has further to go in the next two years, property yields will rise beyond 2021 as tighter monetary policy in the region feeds through. 29th November 2019 · 3 mins read
Europe Commercial Property Update Still some upside for German prime industrial rents While the manufacturing downturn has not helped the industrial sector in Germany at a national level, growing e-commerce means that prime industrial rents will still muster some growth over the next... 22nd November 2019 · 3 mins read
Europe Commercial Property Update Still value in shopping for logistics in the Netherlands The Dutch retail sector is grappling with changing consumer habits and will struggle to provide a positive return to investors. But, with online sales set to grow rapidly and supply chains still... 11th November 2019 · 3 mins read
