UK Commercial Property Outlook Have capital values peaked or plateaued? The latest data on both the economy and property markets have done little to change our outlook. One exception is the industrial sector where, on the back of healthy occupier demand, we have upgraded... 10th August 2017 · 1 min read
UK Commercial Property Outlook Income returns to centre-stage Last years’ dip in capital values will not be repeated in 2017. But with the economy unlikely to grow faster than its trend rate over the next year or two, rental growth will be modest and yields will... 12th May 2017 · 1 min read
UK Commercial Property Outlook Time to refocus on fundamentals Uncertainty and financial market volatility stemming from the Brexit negotiations still pose a risk to property pricing. But, in reality, the Brexit vote has had little, if any, lasting impact on the... 10th February 2017 · 1 min read
UK Commercial Property Outlook Has the storm passed? Looser monetary policy, a healthy run of economic data, as well as some signs that the impact of the referendum on capital values is fading, mean that we have made some minor upgrades to our forecasts... 22nd November 2016 · 1 min read
UK Commercial Property Outlook Fundamentals will conquer short-term fears We have cut our forecasts for UK Commercial Property since our previous Analyst to reflect the heightened uncertainty resulting from the vote to leave the EU. In addition to penciling in a modest rise... 19th August 2016 · 1 min read
UK Commercial Property Outlook Will leisure’s poor rental run be sustained? Leisure rental value growth has slowed dramatically since December. However, over the medium term, muted sentiment and leisure spending are both more likely to improve than deteriorate. As a result... 21st June 2016 · 1 min read
UK Commercial Property Outlook Shifting into lower gear The slowdown in capital value growth and total returns that we anticipated in our previous Analyst, appears to be on track. As a result we have made only cosmetic changes to our forecasts. Yet... 19th May 2016 · 1 min read
UK Commercial Property Outlook Yield floor in sight The turbulence in commodity and equity markets since the turn of the year has intensified concerns about the outlook for commercial property in the UK. And the longer the market dislocations persist... 19th February 2016 · 1 min read
UK Commercial Property Outlook Property well placed to withstand rate rises The commercial property market seems to be at a point of transition, which will be characterised by yield-driven gains in capital values giving way to capital value growth that is driven largely, if... 18th November 2015 · 1 min read
UK Commercial Property Outlook No sign yet of a peak for capital values Investor demand for UK property shows few signs of waning. So with yields edging lower and occupier market fundamentals strong, the market is unlikely to slow materially in the second half of this... 18th August 2015 · 1 min read
UK Commercial Property Outlook A favourable occupier market outlook The outlook for the commercial property market is favourable and the recovery is likely to be extended over the forecast horizon. Yields will play a role by continuing to edge down, but consistent... 18th May 2015 · 1 min read
UK Commercial Property Outlook Another year of double-digit returns We have raised our forecasts for commercial property returns compared to our previous Analyst and now expect the market to deliver another year of double-digit returns in both 2015 and 2016. 17th February 2015 · 1 min read
UK Commercial Property Outlook The recovery is poised to move down a gear Since the previous Analyst, we have slightly increased our projection for 2014 all-property capital value growth from 12% to 14%. But as yields find a floor next year, the forecast that capital values... 10th November 2014 · 1 min read
UK Commercial Property Outlook The sweet spot is not over yet Reflecting the solid economic outlook, commercial property rental values should continue to grow steadily over the forecast period. Yields are also now likely to fall by more this year than we... 11th August 2014 · 1 min read
UK Commercial Property Outlook Property hits its sweet spot Reflecting an upgrade to our medium-term Central London office rent expectations, our forecast for all-property capital value growth in 2014 has risen from 8% to 9%, and for 2015 from 5% to about 5.5%... 13th May 2014 · 1 min read
UK Commercial Property Outlook The recovery will continue to accelerate The commercial property market is in something of a “sweet spot” at present, with improved investor confidence and low interest rates supportive of yield falls, and the growing economy likely to kick... 11th February 2014 · 1 min read
