US Commercial Property Outlook Major Office Markets Outlook (Q1 2021) There are forecast downgrades across the board this quarter, owing to the changes to our occupier demand expectations at the sector level. The markets broadly split into three pairs. New York City and... 31st March 2021 · 16 mins read
US Commercial Property Outlook Faster bond yield rises will limit prospects for capital values The vaccine rollout and stimulus bill are unquestionably positive for the economy but may be a mixed blessing for real estate. Those two factors are probably most positive for the apartment sector... 25th March 2021 · 24 mins read
US Commercial Property Outlook Major Office Markets Outlook (Q4 2020) The changes to our forecasts this quarter reflect two partially offsetting factors – downgrades to occupier demand, and upgrades to the yield outlook. We expect NYC and San Francisco to be the worst... 18th December 2020 · 8 mins read
US Commercial Property Outlook Structural changes will keep office and retail in the doldrums While the news of vaccines provides a fillip to our economic outlook, it does not have a major bearing on our occupier market forecasts. After all, we expect that structural change, rather than... 11th December 2020 · 23 mins read
US Commercial Property Outlook Major Office Markets Outlook (Q3 2020) Absorption is falling in all markets and vacancy is ticking higher, particularly in D.C. and San Francisco (SF). But more pain is to come, and we have significantly downgraded our forecasts for the... 2nd October 2020 · 8 mins read
US Commercial Property Only industrial escapes downgrades While we expect the economic recovery to continue, there are downside risks in the next couple of years, particularly in the consumer sector. This will weigh on retail property, which we expect to be... 21st September 2020 · 23 mins read
US Commercial Property Outlook Major Office Markets Outlook (Q2 2020) With the largest fall in occupier demand expected in New York City and San Francisco, and completions staying relatively strong in Los Angeles and SF, we expect these cities to see the largest rental... 26th June 2020 · 8 mins read
US Commercial Property Outlook 2020’s yield rises to be reversed by 2022 In the absence of a full-on second wave of the virus, we expect a strong economic recovery in the second half of the year and into 2021. Nevertheless, we expect occupancy to fall this year as... 17th June 2020 · 22 mins read
US Commercial Property Outlook COVID-19 will leave year-end capital values 9% lower 27th March 2020 · 22 mins read
