Event CRE Drop-In: The residential outlook – Europe vs the US and the case for outperformance 12th November 2024, 3:00PM GMT 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? Which economies and markets...
UK Commercial Property Data Response S&P Global/CIPS Construction PMI (Apr.) The April CIPS Construction PMI showed a growing divergence between the housing and commercial sectors, with activity in the latter seeing a gradual recovery while the former declined to a 36-month... 5th May 2023 · 2 mins read
UK Commercial Property Data Response RICS Construction Market Survey (Q1 23) The latest RICS Construction Survey showed an improvement in construction workloads and surveyors’ expectations also brightened. That is in line with other data showing the economy is proving more... 4th May 2023 · 3 mins read
UK Commercial Property Data Response Lending to commercial property (Mar.) Even as commercial property investment has collapsed, net lending to property has been stable at close to zero since the start of the year. That suggests investors are building up war chests to snap... 4th May 2023 · 3 mins read
UK Commercial Property Data Response RICS Commercial Property Market Survey (Q1) After a weak end to 2022, surveyors reported that occupier demand was essentially flat in Q1. All sectors saw an improvement and that suggests take-up will pick-up in Q2. That said, rental and capital... 27th April 2023 · 3 mins read
UK Commercial Property Data Response S&P Global/CIPS Construction PMI (Mar.) The March headline CIPS Construction PMI reversed some of its surprise jump in February, but it remained in expansionary territory. That was driven by the commercial sector, where strong expectations... 6th April 2023 · 2 mins read
UK Commercial Property Data Response Lending to commercial property (Feb.) Net lending to property turned negative in February, as investors held back in the face of falling capital values. But the decline was small and even though the recent banking crisis will lead to some... 29th March 2023 · 3 mins read
UK Commercial Property Data Response S&P Global/CIPS Construction PMI (Feb.) The headline CIPS construction index rebounded back into expansionary territory in February and the forward-looking indicators also showed further improvement. Commercial developers may be taking... 6th March 2023 · 2 mins read
UK Commercial Property Data Response IPF Consensus Forecasts (Feb.) The latest IPF Consensus Survey showed a modest upgrade to forecasts for total returns in 2023, driven by an uplift to the capital value view. That looks to reflect the larger-than-expected fall in... 1st March 2023 · 3 mins read
UK Commercial Property Data Response Lending to commercial property (Jan.) Net lending to property was once again positive in January, even as commercial property investment collapsed in the final quarter of last year. Investors may be preparing to re-enter the market and... 1st March 2023 · 3 mins read
UK Commercial Property Data Response S&P Global/CIPS Construction PMI (Jan.) The headline CIPS construction index showed a contraction in activity in January, with the housing index seeing a substantial decline. But the forward-looking indicators improved, with future business... 6th February 2023 · 3 mins read
UK Commercial Property Data Response Lending to commercial property (Dec.) Even as investors have pulled back from the market, net lending to property remained positive in December. That may reflect some distressed borrowing as investors looks to boost liquidity in the face... 31st January 2023 · 3 mins read
UK Commercial Property Data Response RICS Commercial Property Market Survey (Q4) The slowing economy led to a further fall in occupier demand in Q4, with retail seeing the largest contraction. So far, the fall in rental expectations has been relatively modest and surveyors expect... 26th January 2023 · 3 mins read
UK Housing Market Data Response Credit Conditions Survey (Q4 2022) The Q4 2022 Credit Conditions Survey shows that while lenders tightened lending criteria in the aftermath of the “mini” budget, the main constraint on lending volumes was a collapse in demand due to... 19th January 2023 · 3 mins read
UK Commercial Property Data Response RICS Construction Market Survey (Q4) The latest RICS Construction Survey showed the first contraction in workloads since the height of the COVID-19 pandemic in mid-2020. Weakening demand and rising financing costs are cutting profits and... 12th January 2023 · 3 mins read
UK Commercial Property Data Response S&P Global/CIPS Construction PMI (Dec.) The headline CIPS construction index fell below 50 in December, indicating a contraction in activity, as the recession hit demand and developers’ concerns about capital values increased. With both... 6th January 2023 · 2 mins read
