US Commercial Property Valuation Monitor US Commercial Property Valuation Monitor (Q4 2024) The sharp decline in the 10-year Treasury yield in Q3 meant marked improvement in our property valuation scores. That left all-property looking “fairly valued” for the first time since the end of 2021... 11th November 2024 · 1 min read
Event CRE Drop-In: The residential outlook – Europe vs the US and the case for outperformance 1731423600 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?
US Commercial Property Valuation Monitor US Commercial Property Valuation Monitor (Q3 2024) Minimal movement in property yields and a slight edge up in the 10-year Treasury yield meant improvement in our property valuation scores stalled in the second quarter of the year. Despite the recent... 15th August 2024 · 1 min read
US Commercial Property Valuation Monitor US Commercial Property Valuation Monitor (Q2 2024) Following the previous large quarterly increase, improvement in all-property valuations stalled in the first quarter of the year despite a rise in the 10-year Treasury yield. There was little change... 29th May 2024 · 1 min read
US Commercial Property Valuation Monitor US Commercial Property Valuation Monitor (Q1 2024) All-property valuations saw the largest quarterly increase in over a decade in Q4, as property yields rose across all sectors and the 10-year Treasury yield saw its sharpest quarterly decline since Q1... 26th February 2024 · 1 min read
US Commercial Property Valuation Monitor US Commercial Property Valuation Monitor (Q4 2023) Property yields rose across all sectors in Q3, but this was offset by a sharp rise in alternative asset yields towards the end of the quarter. As a result, all sectors saw a deterioration in... 6th December 2023 · 1 min read
US Commercial Property Valuation Monitor US Commercial Property Valuation Monitor (Q3 2023) Property yields rose across all sectors in Q2. However, for the retail sector this was offset by rises in the 10-year treasury yield. Consequently retail saw a small decline in valuations, whereas... 25th August 2023 · 1 min read
US Commercial Property Valuation Monitor Valuation scores rise sharply, but there is more to come Our commercial property valuation scores rose sharply in Q1, suggesting that Q3 2022 was a trough in valuations. Office and retail sectors now look fairly valued. While we think retail values do not... 26th May 2023 · 5 mins read
US Commercial Property Valuation Monitor Valuation scores rise, but still some way to go this year Q4 property valuation scores rose from their Q3 troughs, as equity earnings yields fell and property yields all increased. Even so, that left all major sectors still looking overvalued, suggesting... 23rd February 2023 · 6 mins read
US Commercial Property Valuation Monitor Valuation scores at a turning point Property valuation scores fell further in Q3 as rises in alternative asset yields outweighed the marginal increase in all-property yields, but alternative asset yields have dropped back in Q4 to-date... 6th December 2022 · 6 mins read
US Commercial Property Valuation Monitor Another deterioration but valuations may have troughed Despite a stabilisation in property yields, valuation scores fell again in Q2 on the back of further rises in alternative asset yields. Apartment and industrial pricing look most stretched, but also... 26th August 2022 · 7 mins read
US Commercial Property Valuation Monitor Biggest quarterly drop in property valuations on record There was a huge deterioration in property valuations in Q1, reflecting the sharp rises in alternative asset yields recorded since the start of the year. The size of those yield rises mostly dwarfed... 31st May 2022 · 7 mins read
US Commercial Property Valuation Monitor Rising alternative asset yields stretch property valuations There was little change to property valuations in Q4, with two major exceptions. Those were the industrial sector, which saw another decline in its valuation score, and a handful of Southern apartment... 25th February 2022 · 7 mins read
US Commercial Property Valuation Monitor Industrial overvalued, but supported by rental outlook Rising equity earnings yields and government bond yields squeezed property valuations in Q3. While pricing still looks reasonable at the all-property level, the industrial sector is starting to look... 24th November 2021 · 6 mins read
US Commercial Property Valuation Monitor Property valuations stabilise in Q2 Following a sharp deterioration in the previous quarter, property valuations held steady in Q2. But while changes so far in Q3 point to only a slight worsening in valuations, we expect Treasury yields... 23rd August 2021 · 6 mins read
US Commercial Property Valuation Monitor Rising Treasury yields to squeeze valuations further Following a sharp increase in Treasury yields, property valuations worsened for the second consecutive quarter in Q1. And we expect 10-Yr Treasury yields to resume their upward trend to reach 2.25% by... 21st May 2021 · 6 mins read
