UK Commercial Property Update No respite for larger shopping centres Shopping centres are likely to suffer in the near term as people avoid enclosed spaces, shop more online and as retailers continue to go bust or consolidate space. Since mid-2018, rents have... 10th September 2020 · 2 mins read
UK Commercial Property Data Response IPF Consensus Forecasts (Aug.) The latest IPF Consensus Forecasts were revised down over the forecast horizon, with notable downgrades to next year’s outlook. Our views are broadly in line with the IPF in terms of sector rankings... 4th September 2020 · 3 mins read
UK Commercial Property Data Response IHS Markit/CIPS Construction PMI (Aug.) While the recovery in both commercial and residential construction lost momentum in August, growth in housebuilding far outperformed commercial. This trend is likely to continue, reflecting the... 4th September 2020 · 2 mins read
UK Commercial Property Data Response Lending to commercial property (Jul.) In line with our expectations, net lending to property saw a marked decline in July as transactions remained low and banks tightened their belts. We expect banks’ willingness to grant further payment... 1st September 2020 · 2 mins read
UK Commercial Property Update Limited downside risk to prices from Brexit The impact of the pandemic on property has superseded that of Brexit, but that's not to say that Brexit risks can or should be fully discounted. While we expect a slim deal to be agreed this year, we... 28th August 2020 · 3 mins read
UK Commercial Property Chart Pack Further hit to values yet to come Rents and capital values fell at a slower pace in July than was recorded in June. But, while values seem to be approaching a degree of stability, we expect a deterioration in the rental outlook will... 27th August 2020 · 7 mins read
UK Commercial Property Outlook Structural change hits rental growth The near-term outlook for most commercial property sectors is poor despite the early signs of economic recovery. Although transactions are set to pick-up post-lockdown, we think property yields will... 19th August 2020 · 25 mins read
UK Markets Outlook Time to shine UK assets may outperform overseas assets over the next year or two even though the UK’s economic recovery from the coronavirus crisis may take longer. We think that a larger expansion in the Bank of... 13th August 2020 · 13 mins read
UK Commercial Property Update Reservations about the hotel recovery Travel restrictions and caution shown by holidaymakers have hit the hotel sector hard. While there has been a boost from the temporary cut in VAT for hospitality and tourism, weak global growth and... 11th August 2020 · 3 mins read
UK Commercial Property Focus Remote working to hit office income by 20-25% 6th August 2020 · 25 mins read
Europe Commercial Property Focus Remote working to hit office income by 20-25% 6th August 2020 · 25 mins read
US Commercial Property Focus Remote working to hit office income by 20-25% 6th August 2020 · 25 mins read
UK Commercial Property Data Response IHS Construction PMI / RICS Construction (Jul/Q2.) The rise in July’s construction PMI is an encouraging sign for activity. Looking ahead, we expect housing construction will lead the upturn in activity, while further falls in values in the commercial... 6th August 2020 · 2 mins read
UK Commercial Property Data Response RICS Commercial Property Market Survey (Q2) The RICS survey confirmed demand for property declined again in Q2 and the outlook for rents and capital values worsened across all sectors. While surveyors were most pessimistic about retail and... 30th July 2020 · 2 mins read
