Europe Commercial Property Update Prague prime pricing supportive of industrial yield falls We think that past movements in Czech bond yields mean that they are less appropriate to use in our valuation calculations. Using alternative bond benchmarks, re-calculated metrics support the view... 11th February 2021 · 3 mins read
Europe Commercial Property Update Sharper falls in Warsaw office rents to come in 2021 Given its significant office supply pipeline, we have revised down our rental forecast for Warsaw offices this year despite a recovery in the labour market. And while we expect rents to pick up in... 3rd February 2021 · 3 mins read
Europe Commercial Property Update No stopping Dublin industrial rental growth A healthy economic backdrop, favourable supply conditions and the potential for a post-Brexit boost mean that we forecast Dublin industrial rents to keep growing at around 2% p.a. over the coming... 28th January 2021 · 3 mins read
Europe Commercial Property Update Growth in Paris office rents has further to go Despite the softness in occupier activity, prime office rents in the French capital grew at a healthy pace in 2020. And with the labour market set to recover in the second half of this year and a... 21st January 2021 · 3 mins read
Europe Commercial Property Update REITs suggest limited upside to property values Recent movements in the REIT market add weight to our view that structural factors, rather than cyclical ones, will determine the outlook for property markets over the coming years. In turn... 14th January 2021 · 3 mins read
Europe Commercial Property Update Investment activity set for a muted recovery in 2021 Despite a brighter economic outlook later in 2021, many of the factors that weighed on investment activity last year are set to persist. In turn, following a likely 20% fall in European (excluding UK)... 7th January 2021 · 3 mins read
Non-Euro Europe Commercial Property Outlook Emerging Europe: Not out of the woods yet While vaccine developments have improved the economic outlook for the latter half of next year, the near-term weakness in economic activity means that property values will remain under pressure over... 18th December 2020 · 19 mins read
Europe Commercial Property Outlook Structural factors to hold back office and retail recovery Although the near-term economic outlook remains weak, vaccine developments pave the way for a rebound in mid-2021. However, we think that the rental recovery in property markets will be more gradual... 10th December 2020 · 31 mins read
Europe Commercial Property Update CEE-euro-zone office yield spread to keep widening A weaker CEE rental outlook, coupled with tighter policy and investors’ reassessment of the sector, suggest that the recent widening between CEE and euro-zone office yields has further to go. 3rd December 2020 · 3 mins read
Non-Euro Europe Commercial Property Chart Pack Emerging Europe: No respite for rents just yet Data for Q3 confirmed that while some office and industrial markets in the region recorded quarterly rental falls, weakness was still unsurprisingly concentrated in the retail sector. Core-CEE retail... 23rd November 2020 · 6 mins read
US Housing Market Focus Higher online share to boost logistics demand by 15% 19th November 2020 · 20 mins read
UK Housing Market Focus Higher online share to boost logistics demand by 15% 19th November 2020 · 20 mins read
Europe Commercial Property Focus Higher online share to boost logistics demand by 15% 19th November 2020 · 20 mins read
US Commercial Property Focus Higher online share to boost logistics demand by 15% 19th November 2020 · 20 mins read
UK Commercial Property Focus Higher online share to boost logistics demand by 15% Virus-driven behaviour changes that support a faster online transition will boost industrial demand over the coming years. But we don’t believe the view that higher online spending will cause rents to... 19th November 2020 · 20 mins read
Europe Commercial Property Chart Pack Second lockdown a further blow to retail The industrial sector aside, investment activity and occupier demand failed to recover from sharp Q2 falls in Q3, even as lockdown measures were eased. Indeed, in the retail sector, the fall in prime... 12th November 2020 · 10 mins read
