Europe Commercial Property Update Should we be more bullish on French industrial? Solid economic growth, structural changes, as well as tightening availability and limited land for development will support particularly robust rental growth in Paris in the next few years, where we... 8th December 2017 · 1 min read
Europe Commercial Property Focus Do smaller, second cities now offer better value? With some of the tightest office markets, core European cities are set to see the best rates of rental growth over the 2018-21 period. However, with lower current yields and a weaker outlook for... 1st December 2017 · 1 min read
UK Commercial Property Update London construction comes off the boil Consistent with slower pace of rental growth and the rise in vacancy rates seen over the last year, the latest Deloitte’s Crane Survey showed a 9% fall in office construction activity in central... 30th November 2017 · 1 min read
UK Commercial Property Focus Which sectors offer the best return prospects? High rents and valuations mean that the prospects for total returns in London and South East offices look pretty weak. By contrast, high income returns and brighter rental stories should underpin a... 30th November 2017 · 1 min read
Europe Commercial Property Update Structural changes take a toll on German retail sector Prime German retail rents are coming under pressure from softer occupier demand and online competition, despite the strong consumer sector. We now expect rents to stagnate over the next couple of... 29th November 2017 · 1 min read
UK Commercial Property Chart Pack Capital value recovery continues It generally takes some time before changes in macroeconomic conditions are reflected in the property data. Thus, it’s not unusual for the tone of the economic and property data to differ as they did... 27th November 2017 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Solid economic growth supports steady rise in rents The European economic recovery has been extended into the final quarter of the year, yet inflation remains well below target in most economies. As a result, occupier demand continued in a strong vein... 23rd November 2017 · 1 min read
Europe Commercial Property Chart Pack Investors cautious about periphery markets Investment across the euro-zone in Q3 reached a record for a third quarter, supported by increasing amounts of foreign capital. However, with the prime all-property yield falling by just 5bps, the... 23rd November 2017 · 1 min read
Europe Commercial Property Valuation Monitor Valuations hold steady this quarter Falls in many government bond yields and in equity dividend yields this quarter meant that despite small falls in property yields, overall valuation scores improved slightly this quarter. Nevertheless... 15th November 2017 · 1 min read
UK Commercial Property Data Response Employment (Sep.) Job creation contracted for the first time since last October. However, the big picture is that the labour market data is still pointing to low, but positive rates of rental value growth next year. 15th November 2017 · 1 min read
Europe Commercial Property Update Barcelona office outlook to brighten again next year Following the Spanish government’s decision to invoke Article 155 of the constitution and take control of the regional administration of Catalonia, the political temperature in the region has tempered... 10th November 2017 · 1 min read
UK Commercial Property Outlook Industrial outperformance has further to run UK commercial property looks to be on track to deliver total returns of approaching 10% this year, surpassing even our above-consensus forecasts. However, with interest rates now seemingly on a gently... 9th November 2017 · 1 min read
Europe Commercial Property Update Is it too late to stock up on Stockholm offices? Solid but slowing rates of employment growth in Sweden will provide continued impetus for Stockholm office rents. This will keep Stockholm towards the top of the pack in our total return rankings for... 2nd November 2017 · 1 min read
Europe Commercial Property Update France investment activity trending lower French investment activity appears to have peaked and prime yield falls have slowed markedly. Whilst it’s likely to be true that this reflects a lack of large, prime stock, we expect 2016 to have... 26th October 2017 · 1 min read
Europe Commercial Property Update Could a soft housing market slow Oslo retail rents? The improving economic environment in Norway, coupled with strong urban population growth, as well as low inflation and interest rates, will support real retail rental growth in Oslo high streets in... 16th October 2017 · 1 min read
Europe Commercial Property Update Are Zurich office rents on the cusp of a revival? Economic and survey data suggest that prime office rents in Zurich may have finally found a floor. But with new developments and refurbishments equivalent to around 5% of current stock due to complete... 12th October 2017 · 1 min read
