UK Commercial Property Chart Pack Deal activity fails to rebound All-property rental values were flat again in May. Rental values are currently around 11% below their 2008 peak. Further significant falls seem unlikely. Equally, however, we expect GDP growth to... 28th June 2011 · 1 min read
UK Commercial Property Chart Pack Property market activity and prices remain in a lull All-property rental values remained broadly stable in January, though again this owed much to rises in the City and West End office markets, which offset falls elsewhere. All-property initial yields... 25th May 2011 · 1 min read
UK Commercial Property Chart Pack March's capital gain the strongest in nine months All-property rental values remained broadly stable in January, though again this owed much to rises in the City and West End office markets, which offset falls elsewhere. All-property initial yields... 27th April 2011 · 1 min read
UK Commercial Property Chart Pack Investor activity softens but UK property still a key target Central London offices were once again the only markets to see higher rental values in February. West End office rental values, for example, were up by more than 1%m/m but, by contrast, shopping... 24th March 2011 · 1 min read
UK Commercial Property Chart Pack Sentiment and investment activity take a knock All-property rental values remained broadly stable in January, though again this owed much to rises in the City and West End office markets, which offset falls elsewhere. All-property initial yields... 28th February 2011 · 1 min read
UK Commercial Property Chart Pack Economy set to remain weak in 2011 All-property rental values were flat in December, though this disguised the fact that rises in City and West End offices and the retail warehouse segment were offset by falls elsewhere. Meanwhile, net... 25th January 2011 · 1 min read
UK Commercial Property Chart Pack Property market still in a holding pattern The economy is holding up well for now, with retail sales volumes, for example, rising in November. However, the labour market is beginning to creak, with employment on the Labour Force Survey falling... 22nd December 2010 · 1 min read
UK Commercial Property Chart Pack Fragile economic outlook weighs on investment activity All-property rental values were basically unchanged again in October, with modest rises in Central London office markets balanced by falls elsewhere. A meaningful recovery in rental values, however... 24th November 2010 · 1 min read
UK Commercial Property Chart Pack Rental values remain stable, but strong recovery unlikely (Nov 10) All-property initial yields were flat in September, at about 6.45%. By contrast, bond yields fell and,hence, the property to bond yield spread is now back at around 350bps. With economic uncertainty... 22nd October 2010 · 1 min read
UK Commercial Property Chart Pack Investment activity softens; capital values flat (Oct 10) The economy is now estimated to have grown by 1.2%q/q in Q2, up slightly from the original estimate of 1.1%. However, that is likely to mark the peak for growth and we continue to think that a renewed... 28th September 2010 · 1 min read
UK Commercial Property Chart Pack The plateau for capital values has arrived (Sep 10) Data on the economy over the past month showed that the labour market continues to enjoy a rebound, with unemployment falling by about 50,000 over the past three months. However, we expect public... 25th August 2010 · 1 min read
UK Commercial Property Chart Pack GDP strong in Q2, but property market likely to cool further (Aug 10) The economy grew surprisingly strongly in Q2. Indeed, the pace of expansion, at 1.1%q/q, was double the consensus expectation. Manufacturing, financial & business services and distributive trades (e.g... 28th July 2010 · 1 min read
UK Commercial Property Chart Pack Debt burdens likely to limit property returns for years to come (Jul 10) The economy remains on track to expand again in Q2, not least because retail sales posted a solid increase of 0.6%m/m in May. However, the labour market remains fragile and the Budget measures will... 23rd June 2010 · 1 min read
UK Commercial Property Chart Pack Lower bond yields to help property yields fall further (Jun 10) The economy grew slightly faster in Q1 (0.3%) than originally thought (0.2%), but the bigger picture is that the outlook remains soft. Employment has started to fall again and a painful fiscal squeeze... 26th May 2010 · 1 min read
UK Commercial Property Chart Pack Central London office rents rise in March; outlook is positive (May 10) The economy got off to a slow start in 2010, with GDP rising by just 0.2%q/q in Q1. That was well below analysts’ expectations for a rise of roughly 0.5%, and reflected a fairly big fall in... 28th April 2010 · 1 min read
UK Commercial Property Chart Pack Investment market rebound resumes; yields set to fall further (Apr 10) The outlook for the real economy remains subdued. Although consumer spending grew in Q4 2009, high household debt levels and the weak labour market point to very little scope for further strong gains... 23rd March 2010 · 1 min read