UK Commercial Property Update Shop rents to bottom out in 2022 after a 15% fall The confirmation of an effective vaccine in recent weeks has improved the economic outlook. But rising unemployment, a higher exposure to smaller retailers and ongoing travel restrictions will result... 8th December 2020 · 3 mins read
UK Housing Market Data Response IHS Markit/CIPS Construction PMI (Nov.) 4th December 2020 · 3 mins read
UK Commercial Property Data Response IHS Markit/CIPS Construction PMI (Nov.) The rise in the headline construction PMI in November showed that the industry continued to recover even as overall economic activity probably contracted again. But builders’ optimism that this will... 4th December 2020 · 3 mins read
UK Commercial Property Chart Pack Lockdown prolongs capital values falls With rental and capital values falling at a slower pace in recent months, this had seemed to suggest that pricing was bottoming out. But the near-term outlook for most commercial property sectors has... 30th November 2020 · 8 mins read
UK Commercial Property Data Response Lending to commercial property (Oct.) Net lending turned negative in October. We think this can be explained by weaker investment activity and a return to more regular loan repayments after earlier payment holidays. Looking ahead, we... 30th November 2020 · 2 mins read
UK Commercial Property Data Response IPF Consensus Forecasts (Nov.) The latest IPF Consensus Forecast saw a marked downgrade to next year’s outlook. Although we expect values to decline next year too, we are less pessimistic when it comes to the size of those falls... 27th November 2020 · 3 mins read
UK Markets Outlook Vaccines allow UK assets to catch up After having been hit particularly hard during the COVID-19 crisis, UK assets are well placed to perform much better now that COVID-19 vaccines are brightening the economic outlook. Indeed, the... 24th November 2020 · 12 mins read
UK Commercial Property Outlook Lockdown pushes recovery into 2022 The outlook for most commercial property sectors was already fragile and this has only been dampened by the second lockdown. Although transactions are set to pick up next year, we think property... 20th November 2020 · 25 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
UK Commercial Property Valuation Monitor Valuations stabilise, but still further to rise Property valuations stabilised in Q3, on the back of a marked improvement in Q2. This meant that, apart from industrial, all sectors looked either undervalued or fairly valued by our measure. However... 11th November 2020 · 6 mins read
UK Housing Market Data Response IHS Markit/CIPS Construction PMI (Oct.) The fall in the headline construction PMI to its lowest level since May shows that the recovery in activity was waning even before the second lockdown began. Admittedly, construction sites will remain... 5th November 2020 · 3 mins read
