Europe Commercial Property Outlook Yield compression all but done The pace of economic growth in the euro-zone economy appears to have peaked in this cycle. At the same time, commercial property markets look to be plateauing as investment volumes track sideways and... 7th September 2018 · 1 min read
UK Commercial Property Update Little upside for retail warehouse rental growth After growing around 1% y/y for the past three years, annual retail warehouse rental value growth slowed sharply in Q2. Some recovery in rental value growth is expected as real wage growth has turned... 31st August 2018 · 1 min read
Europe Commercial Property Update Helsinki returns slowing, but still above the pack In the middle of last year, Helsinki offices stood out as a strong late-cycle play. But with the positive yield gap to Stockholm now closed, that opportunity has passed. Nevertheless, in the absence... 29th August 2018 · 1 min read
UK Commercial Property Chart Pack Investment activity slumps The value of commercial property deals disappointed in July. At just £3.5bn, the value of investment was 12% lower than a year ago. The weakness was broad-based. In particular, the value of office... 24th August 2018 · 1 min read
Europe Commercial Property Update How much further can German office values rise? Office capital values in Germany appear to be on an inexorable upward path. Although a sharp correction seems unlikely, there are good reasons to believe that they will peak in 2018. 22nd August 2018 · 1 min read
UK Commercial Property Update Investment to drop by 15% this year The latest data suggest that commercial property investment for the second half of the year is off to a poor start. With investment in the retail and industrial sectors unlikely to keep pace with 2017... 21st August 2018 · 1 min read
Europe Commercial Property Chart Pack Little movement in office & retail yields The second quarter of the year saw further signs that the euro-zone property market upswing is close to an end. With a 5% annual fall in investment, activity is now starting to track sideways on a... 15th August 2018 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Limited yield falls and rental growth this quarter Economic growth recovered somewhat in Western Europe, but slowed further in emerging Europe in Q2. Occupier activity has still been strong, but rates of rental growth slowed across the board... 15th August 2018 · 1 min read
UK Commercial Property Data Response Commercial property investment (Jul.) Investment activity in July softened sharply. It is too early to say what the weaker start to H2 means for the rest of the year. But, with interest from overseas investors returning, it seems unlikely... 15th August 2018 · 1 min read
UK Commercial Property Data Response Employment (Jun.) Today’s labour market data showed some moderation in employment growth. However, with job creation mostly in full-time positions and real wage growth still positive, the details do not point to a... 14th August 2018 · 1 min read
UK Commercial Property Outlook Gradual rate rises will not derail property Capital value growth is slowing, but a further moderation in rental value growth along with a gradual rise in property yields means the slowdown has further to run. Nevertheless, our above-consensus... 13th August 2018 · 1 min read
Europe Commercial Property Update Investment activity has peaked Property investment fell back sharply in Q2, keeping our prediction of an annual slowdown in activity firmly on track. Even so, investment will be cooling from levels which are high by historical... 10th August 2018 · 1 min read
Europe Commercial Property Update Poor outlook for Vienna offices even as rents recover A high volume of completions contributed to the fall in prime office rents in Vienna in the early stages of this year. But as that supply is absorbed, rents should be able to recover again next year... 7th August 2018 · 1 min read
Europe Commercial Property Update No Turkish delight for Istanbul office rents With Turkey’s economy heading for a sharp slowdown, further weakness in the lira and high availability of office space, the decline in prime office rents in Istanbul has further to run. 3rd August 2018 · 1 min read
Europe Commercial Property Update Rotterdam offices rising up the charts A lack of available space and high rental levels in Amsterdam are boosting office demand in Rotterdam. Investment demand has already increased, but is set to stay strong in the next couple of years... 2nd August 2018 · 1 min read
Europe Commercial Property Update Pick-up in Frankfurt office rents won’t be sustained Strong occupier demand and limited completions have boosted prime Frankfurt office rents. But with demand likely to ease and completions on the rise, this pick-up in rental growth is unlikely to last... 25th July 2018 · 1 min read
