While the UK led the recovery in investment activity in Q4 last year, the latest data suggest the US and euro-zone are now also turning a corner. But given concerns over economic growth in all three markets alongside structurally higher long-term rates, we expect a timid recovery across the board. And with a growing volume of distress in the US that will need resolving, even aggressive cuts in policy rates there are unlikely to provide a boost.
This publication is a continuation of our work on global commercial real estate markets, which leverages the analysis and insights from the three major real estate investment regions we cover. It is therefore being sent to clients of all three Commercial Property services, as well as all CE Advance clients.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services