UK Commercial Property Update Pandemic provides a boost to life sciences centres Investor interest in the life sciences sector has jumped since the onset of the pandemic. Increased investment and employment opportunities are expected to continue to support demand for related... 14th April 2022 · 3 mins read
UK Commercial Property Data Response Credit Conditions Survey (Q1 2022) Banks expect mortgage availability to fall back in Q2 as lenders push up borrowing rates to reflect increases in Bank Rate, but other lending criteria are expected to be stable or loosen. 14th April 2022 · 2 mins read
Europe Commercial Property Update Bright outlook for Belgium industrial rents While economic growth is forecast to slow, limited supply and further strong growth in e-commerce-related demand mean Belgium industrial rental growth is expected to outperform its pre-pandemic... 14th April 2022 · 3 mins read
US Commercial Property Update Winning and losing office metros from hybrid work Structural changes to working patterns and the resultant shifts in office demand will vary by industry and job type. Occupations like life and physical sciences are likely to see a low adoption of... 13th April 2022 · 4 mins read
Europe Commercial Property Update Rising costs an upside risk to German industrial rents While prime industrial rental growth in the German markets is expected to slow in the next couple of years, it will remain above its past averages. But the risks are to the upside given the rise in... 11th April 2022 · 3 mins read
Europe Commercial Property Update Short-term boost to Spanish office rents We think that a rebound in employment will help prime office rental growth in Barcelona and Madrid to outperform the euro-zone this year. But this is likely to be short-lived, as the shift to remote... 8th April 2022 · 3 mins read
UK Commercial Property Update How worried should property be about higher rates? Rising interest rates have put the outlook for property prices back under the spotlight. But, with lending practices much more restrained in this cycle and the market level loan-to-value ratio well... 7th April 2022 · 3 mins read
US Housing Market Outlook Apartment Metro Outlook Following a surge last year, rental growth at the national level is set to slow over the next couple of years as demand falls back and affordability constraints bite. Alongside a gradual rise in... 7th April 2022 · 11 mins read
UK Housing Market Data Response Halifax House Prices (Mar.) Another large jump in house prices in March kept Halifax’s measure of house price inflation comfortably in double figures. With competition between buyers still intense, house price inflation could... 7th April 2022 · 2 mins read
US Commercial Property Data Response US Metro Employment (Feb.) The jobs recovery continued in February, for both total employment and office-based roles. But the divergence in performance of the last two years is persisting, reinforcing our view that many of the... 6th April 2022 · 3 mins read
UK Commercial Property Data Response S&P Global/CIPS Construction PMI (Mar.) The continued strength of the construction PMI in March suggests that activity in the sector increased despite ongoing headwinds from supply constraints and cost inflation. The rise in new orders... 6th April 2022 · 2 mins read
Europe Commercial Property Update Amsterdam and Rotterdam retail to trail With cyclical pandemic effects fading, the backdrop has improved for Dutch retail. However, having been hardest hit in 2020-21, the structural legacy of COVID-19 and higher economic barriers to... 4th April 2022 · 3 mins read
UK Commercial Property Update Will the London retail premium be reasserted? The rental growth premium enjoyed by Central London shops has disappeared in the pandemic. And we don’t expect it to reopen, as lower footfall in the capital, the slow recovery in tourist arrivals and... 1st April 2022 · 3 mins read
Asset Allocation Chart Pack Stocks may lag bonds if commodities keep on surging Given that the past couple of months has seen the outbreak of war in Ukraine, surging commodity prices, growing concerns about inflation, and increasingly hawkish noises from the world’s major central... 31st March 2022 · 13 mins read
US Commercial Property Outlook Office Metro Outlook (Q1 2022) We expect the best performing office markets over the next five years to be in Southern and Western metros, meaning that almost all the new additions to our forecast this quarter will outperform the... 31st March 2022 · 14 mins read
Europe Commercial Property Update Has Prague industrial pricing gone too far? The strength of Prague industrial performance last year exceeded expectations but also left valuations looking highly stretched. While there are risks stemming from trade links with Russia, we think... 31st March 2022 · 3 mins read
