Australia & New Zealand Data Response Australia CoreLogic House Prices (Jul.) House prices are continuing to surge and forward indicators suggest the upswing has a little further to run. Even so we think house price growth will slow in 2022. 2nd August 2021 · 2 mins read
US Commercial Property Data Response RICS Commercial Market Survey (Q2) Improvements in occupier demand boosted market sentiment in Q2. With over half of surveyors perceiving the property cycle to be in an upturn, prospects for H2 performance look solid. But while we... 29th July 2021 · 2 mins read
UK Commercial Property RICS Commercial Property Market Survey (Q2) Surveyors indicated that both occupier demand and investment enquiries improved in Q2 on the back of stronger industrial activity. Looking ahead, expectations for office and retail values are less... 29th July 2021 · 2 mins read
Europe Commercial Property Update Investment past the worst but still faces uphill struggle The Q2 data showed that pan-European (excl. UK) transactions improved after their Q1 lows. But international travel restrictions, structural shifts in the office and retail sectors and tougher credit... 29th July 2021 · 3 mins read
UK Commercial Property Lending to commercial property (June) As the economic recovery gathers pace, lenders have been less willing to grant further payment holidays to landlords and a rise in repayments probably explains the sharp decline in net lending in June... 29th July 2021 · 2 mins read
UK Housing Market Data Response Mortgage Lending (Jun.) A surge in borrowing ahead of the tapering of the stamp duty holiday in July saw new mortgage lending set a fresh record high. Meanwhile, robust mortgage approvals pointed to activity remaining strong... 29th July 2021 · 2 mins read
US Commercial Property Data Response US Metro Employment (Jun.) Employment growth accelerated in June, helping office-based employment return to pre-pandemic levels in almost a third of metros. But the 3m/3m growth rate in total employment was highest in the... 28th July 2021 · 2 mins read
US Housing Market Update Conditions tighten in homeowner and rental markets The second quarter Housing Vacancies and Homeownership survey showed market conditions tightening in both the homeowner and rental markets, with vacancy rates at 56-year and 37-year lows respectively... 28th July 2021 · 3 mins read
UK Housing Market Data Response Nationwide House Prices (Jul.) The drop back in the Nationwide house price inflation in July suggests that the tapering of the stamp duty holiday has taken a little heat out of the market. But as the tax break was just one of many... 28th July 2021 · 2 mins read
Europe Commercial Property A primer on European residential property Less favourable demand fundamentals and less scope for yield compression mean that European residential returns are likely to be lower in the coming years than over the previous decade. An analysis of... 27th July 2021 · 17 mins read
US Commercial Property Data Response NCREIF Property Index (Q2 2021) All-property total returns strengthened again in Q2, reflecting improvement in all sectors. Industrial returns set a new quarterly record for the sector, while office and retail returns were again... 27th July 2021 · 3 mins read
US Housing Market Data Response Case-Shiller/FHFA House Prices (May) House prices showed no signs of slowing in May, with annual growth setting new records on both the Case-Shiller and FHFA measures. But with housing demand falling back since the start of the year, and... 27th July 2021 · 2 mins read
US Housing Market Data Response New Home Sales (Jun.) New homes sales dropped for the third month in a row in June, as homebuilders restricted sales in an effort to catch-up with the backlog of homes sold last year. But builders have reported continued... 26th July 2021 · 2 mins read
US Commercial Property Why we expect a gradual recovery in lending The recent gains in lender sentiment showed the real estate recovery is heading in the right direction. As lenders gain confidence, standards should start to loosen, and industrial and multifamily... 26th July 2021 · 3 mins read
UK Commercial Property Chart Pack Strong momentum not expected to last The acceleration in all-property capital growth in June reflected a sharp fall in yields and strong rental growth. But, even as a fast economic rebound boosts occupier demand in the coming months, we... 23rd July 2021 · 7 mins read
China Economics Weekly Evergrande is a poster child for property sector risks Evergrande appears to be getting closer to a reckoning over the scale of its liabilities as regulators, banks and local governments tighten the screws. It is just the largest of many developers that... 23rd July 2021 · 5 mins read
