UK Commercial Property Update Are occupier conditions in the North catching up with the South? As the economic recovery broadens, we think that the commercial property market will follow suit. But while some indicators suggest that activity and confidence in the Midlands and the North are... 23rd May 2014 · 1 min read
UK Commercial Property Chart Pack Industrial occupier market upturn gathers steam There was a 0.1%m/m increase in all-property rental values in April, causing the annual growth rate to edge up from 1.2% to 1.3%. Retail rents continue to struggle, but, by contrast, the office sector... 22nd May 2014 · 1 min read
Non-Euro Europe Commercial Property Outlook Central Europe likely to outperform Over the next few years, a gradual recovery in economic activity should support rising occupier demand and rental values in most non-euro-zone European commercial property markets. But with high... 22nd May 2014 · 1 min read
Europe Commercial Property Update Are Milan office rents poised to recover? In the past few quarters, modest gains in services employment have helped to put a floor under Milan office rents. But the most recent employment expectations data have weakened and we doubt that the... 15th May 2014 · 1 min read
UK Commercial Property Update Net selling by overseas investors not a major cause for concern A recent modest sell-off by overseas investors in UK commercial property may well prove to be a blip. But even if it does signal the start of a new weaker trend, demand from UK-based investing... 14th May 2014 · 1 min read
UK Commercial Property Outlook Property hits its sweet spot Reflecting an upgrade to our medium-term Central London office rent expectations, our forecast for all-property capital value growth in 2014 has risen from 8% to 9%, and for 2015 from 5% to about 5.5%... 13th May 2014 · 1 min read
Europe Commercial Property Update Should a slowdown in euro-zone production worry logistics investors? Despite the slowdown in industrial production, the outlook for euro-zone logistics property remains positive. In particular, the improved outlook for consumers, as well as the growing penetration of e... 12th May 2014 · 1 min read
UK Commercial Property Focus How good are the prospects for London office rents? Occupier demand in London’s City and West End office markets has exceeded our expectations in recent quarters. And the outlook for demand is also positive. This will eventually prompt a supply... 8th May 2014 · 1 min read
UK Commercial Property Update Rising supply is no short-term threat to rents The latest RICS survey painted a picture of increasingly robust occupier demand for commercial property in all sectors, with industrial faring particularly well. To be fair, the survey also showed... 7th May 2014 · 1 min read
UK Commercial Property Data Response RICS Property Survey (Q1) & CIPS/Markit construction PMI (Apr.) Today’s RICS and CIPS/Markit releases confirm that the commercial property occupier market recovery continues to get stronger and is increasingly broad-based. 2nd May 2014 · 1 min read
Europe Commercial Property Chart Pack Capital values rise for the third quarter The balance of evidence suggests that conditions in the euro-zone economy improved a little further in Q1. However, convincing evidence that this is now feeding into a clear improvement in occupier... 2nd May 2014 · 1 min read
Europe Commercial Property Update What does high Czech consumer confidence imply for retail property? Czech consumer confidence hit a six-year high in April. Yet the labour market is still weak and the recent strong pace of growth in retail sales may overstate the underlying health of consumer demand... 1st May 2014 · 1 min read
Europe Commercial Property Update What’s the outlook for Dutch industrial property? The recent slump in Dutch industrial production masks a better trend in manufacturing growth. Yet given the sustained nature of the economic downturn, the outlook for industrial occupier demand and... 25th April 2014 · 1 min read
Europe Commercial Property Update Is the outperformance of Dublin’s office market coming to an end? All sectors of the Dublin property market received a boost from tightening yields during the first quarter. However, while there seems scope for further yield compression in the retail and industrial... 23rd April 2014 · 1 min read
UK Commercial Property Chart Pack Another good month for commercial property March saw IPD all-property rental values tick up by 0.1%m/m, the seventh consecutive increase of at least that amount. Moreover, the recovery is increasingly widespread. Certainly, office and... 23rd April 2014 · 1 min read
UK Commercial Property Update The shopping centre outlook is improving Given the overhangs of empty space, we don’t think shopping centre rents are about to surge. But occupier market conditions are nevertheless improving and investor demand for shopping centres has... 17th April 2014 · 1 min read
