Europe Commercial Property Update Athens retail: best of a bad bunch While the quicker than anticipated pick-up in high frequency data has meant that the fall in Greek economic activity is likely smaller than initially feared, retail rents are still set to drop sharply... 3rd July 2020 · 3 mins read
Non-Euro Europe Commercial Property Outlook Emerging Europe: CEE retail shines in weak recovery While property values have so far been slow in responding to the virus-related fallout, economic indicators suggest that occupier demand took a hit in Q2. As a result, we think that it is only a... 26th June 2020 · 19 mins read
Europe Commercial Property Outlook Property values will fall sharply, but won’t reach GFC lows Thin deal evidence and market uncertainty has meant that the disruption from the virus has been slow to feed through to property values. However, significant falls in economic activity in H1 and... 19th June 2020 · 32 mins read
Europe Commercial Property Update Scandi offices to prove more resilient than euro-zone Timely activity indicators suggest that the Scandinavian economies are already on the gradual path to normality, which will provide support to occupier demand and, in turn, prime office rents this... 10th June 2020 · 3 mins read
Europe Commercial Property Update Crash in cross-border flows to hit southern Europe hard Markets that are most reliant on international capital will inevitably bear the brunt of the collapse in cross-border flows as investors remain very cautious in the face of COVID-19-related... 2nd June 2020 · 3 mins read
Non-Euro Europe Commercial Property Chart Pack Emerging Europe: More substantial yield rises ahead Much like the rest of Europe, shifts in prime rents and yields in CEE were relatively muted in Q1. The lack of movement was mainly due to thin deal evidence and market uncertainty. But looking ahead... 28th May 2020 · 6 mins read
Europe Commercial Property Chart Pack Larger hit to values yet to come Prime euro-zone rents and yields held broadly steady in Q1, with many agents noting it was not possible to provide a robust reassessment of values. This marked the end of period of positive rental... 20th May 2020 · 10 mins read
Europe Commercial Property Focus Which retail markets are most exposed to COVID-19? Before the virus outbreak, falls in prime retail rents were expected to be concentrated in Northern European markets. Now rental falls are likely to spread throughout Southern and Central Eastern... 14th May 2020 · 12 mins read
Europe Commercial Property Update Gradual recovery will drag on the retail sector The lack of clear movement in the Q1 commercial property data has put other indicators into focus. These paint a much bleaker picture, particularly for the retail sector. 7th May 2020 · 4 mins read
Europe Commercial Property Update German offices likely to outperform rest of euro-zone As Germany cautiously eases its lockdown, despite the significant hit to economic activity, the tight supply picture should help support prime office rents across the four main cities this year. 1st May 2020 · 3 mins read
Europe Commercial Property Update Industrials not immune from COVID-19 fallout We think that, for the industrial sector, any short-term gain from an increase in online shopping will be outweighed by the plunge in demand and subsequent collapse in global trade. 24th April 2020 · 3 mins read
Europe Commercial Property Update Is southern Europe finally embracing e-commerce? While COVID-19 has forced consumers in southern Europe to shop online, we think that e-commerce penetration will remain lower for structural reasons, which is one reason why prime retail rents in... 14th April 2020 · 3 mins read
Europe Commercial Property Update Construction delays won’t be enough to sustain rents While COVID-19 related delays to construction might reduce supply in some markets, we think that the drop in occupier demand will far outweigh any potential benefits to rents. 7th April 2020 · 2 mins read
UK Commercial Property Update Is co-working a further risk to the office sector? While COVID-19 will hit co-working hard, given the relative size of this subsector, we don’t think it will be large enough to impact rents in the overall office sector. 2nd April 2020 · 3 mins read
Europe Commercial Property Update Is co-working a further risk to the office sector? While COVID-19 will hit co-working hard, given the relative size of this subsector, we don’t think it will be large enough to impact rents in the overall office sector. 2nd April 2020 · 3 mins read
Non-Euro Europe Commercial Property Outlook Scandi & Swiss: COVID-19 to drive a plunge in values Given the uncertainty surrounding the impact of COVID-19 on the economy, the hit to real estate markets is still uncertain. The drop in economic output expected in the first half of this year, along... 27th March 2020 · 19 mins read
