Europe Commercial Property Update Will QE provide a boost to Frankfurt office occupier demand? The ECB’s QE programme will be a modest boon for some financial firms. And it should help to sustain the recent rise in financial sector confidence. In turn, that should feed through into occupier... 19th March 2015 · 1 min read
UK Commercial Property Update Will the stronger pound undermine hotel returns? For many Europeans, the cost of visiting the UK has jumped by almost 20% over the past 18 months and almost 10% since Christmas. Yet the evidence shows that currency shifts have a negligible impact on... 19th March 2015 · 1 min read
Europe Commercial Property Update Dutch retail rents set to turn a corner in 2015 A gradual recovery in Dutch house prices will support retail sales growth in the Netherlands. This will drive a rise in prime retail rents in 2015 in both Amsterdam and Rotterdam. However, the slow... 17th March 2015 · 1 min read
Europe Commercial Property Update Nordic retail set for solid growth, but Finland will disappoint Low inflation and historically low interest rates in the Nordic region will support real wage growth and rising house prices in every market bar Finland. With consumer spending growth set to benefit... 13th March 2015 · 1 min read
UK Commercial Property Update Are we underestimating the outlook for high street rents? Experience suggests that the recent upturn in consumer confidence and retail sales could drive a rapid recovery in high street rental values over the next year. But given the huge supply overhang in... 12th March 2015 · 1 min read
Europe Commercial Property Update Madrid all-property yields set to stay below those in Milan Historically, all-property yields in Madrid have tended to be higher than those in Milan. Yet over the past year, that spread has reversed. Given Spain’s stronger economic prospects and the outlook... 11th March 2015 · 1 min read
UK Commercial Property Data Response Commercial property investment (Feb.) The number and value of UK commercial property deals both dropped for the second month running in February. Yet safe haven demand appears strong and investors are increasingly looking beyond the... 11th March 2015 · 1 min read
Non-Euro Europe Commercial Property Outlook Capital values set to rise throughout the next five years With monetary policy being loosened across Europe, we expect bond yields to hover close to their current levels. This will continue to drive investors into higher-yielding asset classes, such as real... 6th March 2015 · 1 min read
Europe Commercial Property Outlook QE to boost property values through yield compression Recent economic developments in the euro-zone suggest increased scope for yield compression in commercial property markets. As such, in our latest Analyst we have increased our forecasts for capital... 4th March 2015 · 1 min read
UK Commercial Property Data Response CIPS/Markit Construction PMI (Feb.) The construction PMI inched up in February, meaning that it has now reversed a large part of the slowdown recorded at the end of last year. While new orders expanded at decent pace, rising input cost... 3rd March 2015 · 1 min read
Europe Commercial Property Focus Paris offices: Gearing up for rental growth Although French employment growth is forecast to remain lethargic, the limited development pipeline and occupiers’ preference for modern, centrally-located space will drive an improvement in the... 26th February 2015 · 1 min read
UK Commercial Property Chart Pack Downward trend in yields levels off in January The economy has begun the year on a fairly bright note. Surveys of business and consumer confidence have turned up and recent data confirm that the labour market ended 2014 in good health. Even so... 25th February 2015 · 1 min read
Europe Commercial Property Update Growing divergence in property performance within Helsinki Weak economic fundamentals are leading to a growing divergence in the performance of Helsinki property types. While the wider market is likely to struggle further, CBD rents are set to rise gradually... 23rd February 2015 · 1 min read
Europe Commercial Property Update Dublin set to see further strong office rental growth in 2015 Dublin office take-up reached a seven-year high in 2014, helping to drive rental values up by 34%. And, with the economic outlook strong and office supply conditions tightening rapidly, 2015 looks set... 19th February 2015 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Occupier and investment indicators fall sharply in Moscow A softening of economic growth in many countries across both Emerging Europe and non-euro-zone Western Europe helps to explain the relative lack of action in terms of rental movements in Q4. The big... 18th February 2015 · 1 min read
UK Commercial Property Data Response Employment data (Dec.) Today’s data from the labour market offer further encouragement for the commercial property market. In particular, the high level of vacancies indicates that most firms are still in an expansionary... 18th February 2015 · 1 min read
