UK Commercial Property Update A strong Q4 doesn’t mean UK commercial property investment is set to boom Commercial property investment hit a record high in Q4, but we doubt that signals the start of a strong recovery. Admittedly, a fall in financing costs will give transactions something of a boost in... 6th February 2026 · 4 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (Jan. 26) The headline CIPS construction PMI leapt to 46.4 in January, a level broadly in line with September 2025 after three particularly weak months at the end of 2025. Nevertheless, that kept the index in... 5th February 2026 · 1 min read
APAC Commercial Property Valuation Monitor APAC Commercial Property Valuation Monitor (Q1 2026) Asia-Pacific valuation scores worsened in Q4 as bond yields rose across markets while property yields held flat. As we expect risk-free rates to remain high, all-property valuations are likely to stay... 5th February 2026 · 1 min read
Europe Commercial Property Update Lending conditions improving, but refinancing challenges to persist Survey data point to an improving commercial real estate lending environment in H1 this year. This will support investment activity, though our updated estimates suggest refinancing challenges will... 4th February 2026 · 2 mins read
UK Commercial Property Rapid Response Lending to UK commercial property (Dec. 25) Net lending secured against commercial property was strong again in December, reaching £2.47bn, taking the three-month rolling total to £6.69bn, its highest since May 2020. That was wholly driven by... 30th January 2026 · 1 min read
UK Commercial Property Update Alternatives and prime assets lead the way in RICS survey The RICS survey showed overall occupier and investment market sentiment held in the doldrums at the end of 2025, with prospects for the major sectors muted. However, the outlook for prime assets was... 29th January 2026 · 3 mins read
Global Commercial Property Update Data centers lift global CRE fundraising, but broader recovery fragile Global commercial real estate fundraising improved last year, but the details highlight that the pick-up was mostly driven by data centers. A broader market recovery was held back by investor caution... 28th January 2026 · 3 mins read
Global Commercial Property Update The impact of AI on commercial property returns By raising overall occupier demand, commercial real estate should benefit from the boost to economic growth that AI will provide. But some sectors will face challenges, particularly during the... 27th January 2026 · 5 mins read
US Commercial Property Update NCREIF Q4 2025: Returns of 4.9% highlight modest recovery Total returns of 1.1% q/q in Q4 2025 were more-or-less unchanged from the previous quarter and helped returns for 2025 rise to just under 5%. That highlights the modest recovery in commercial real... 26th January 2026 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jan. 26) Stable yields over 2025 led to a gradual slowdown in capital value growth to 1.4% y/y by the end of the year. And with yields set to see little movement over the next few years, we expect total... 23rd January 2026 · 1 min read
US Commercial Property Update Why have data center REIT prices and asset values diverged? The divergence between data center REIT performance and data center asset values over the last year appears to reflect the high level of uncertainty in the sector. Questions over power constraints... 22nd January 2026 · 4 mins read
Europe Commercial Property Update Fundamentals support Dublin industrial revival The fortunes of Dublin’s logistics markets are improving after a post-pandemic hangover. Sentiment is currently strong, while a solid economic outlook and tight supply provide reasons to be optimistic... 21st January 2026 · 3 mins read
APAC Commercial Property Update Korea logistics will find momentum as supply pressure fades Korea’s logistics looks to be turning a corner, with net absorption comfortably outpacing new supply in 2025 and over the next few years. That will underpin rent growth averaging 2.5% p.a. over the... 21st January 2026 · 3 mins read
US Commercial Property Update At least two more years of divergence between South and West We expect continued divergence in both total non-farm and office-sector job growth across the largest metros over the next two years. Those in the South will continue to significantly outperform the... 20th January 2026 · 3 mins read
UK Commercial Property Update Banks still keen to lend to UK commercial real estate A divergence between banks’ expectations for house and commercial real estate prices may explain why they are still keen to ramp up lending to commercial real estate even as the availability of credit... 20th January 2026 · 3 mins read
UK Commercial Property Update Slowing demand means UK industrial property will underperform A weak economic outlook, increased efficiency of new buildings and worsening affordability are all weighing on demand for industrial assets, which has fallen to a 15-year low according to RICS. That... 15th January 2026 · 4 mins read
