Non-Euro Europe Commercial Property Outlook Emerging Europe: Retail comeback delayed A further deterioration in the economic backdrop is set to weigh on property rental growth, especially in the consumer-facing retail sector where we have revised down our rental forecasts in the near... 23rd September 2022 · 19 mins read
Non-Euro Europe Commercial Property Outlook Scandi & Swiss: Property values set to fall in 2022-23 This email is being resent due to an error with the previous publication The latest data suggest that a property repricing is already underway in response to higher interest rates and stretched... 22nd September 2022 · 18 mins read
UK Commercial Property Chart Pack Yields make decisive move up All-property yields saw a large rise in August, as concerns around valuations increased. (See Chart 1.) And, with the energy support package set to boost interest rates and the economy probably... 22nd September 2022 · 8 mins read
Europe Commercial Property Outlook Mild correction, but soaring inflation poses downside risks The economic backdrop has deteriorated, with the euro-zone set to enter recession this year, while inflation has continued to beat expectations. This will weigh on property demand across all sectors... 16th September 2022 · 33 mins read
US Commercial Property Outlook Price correction to prove relatively small this time around Higher interest rates mean that real estate looks significantly overpriced in all sectors. The latest activity and performance data suggest that a correction is underway, but as we now think the 10... 9th September 2022 · 25 mins read
Europe Commercial Property Update Tide to turn quickly for euro-zone industrial While euro-zone prime industrial rents surprised on the upside in Q2, investor sentiment also turned more rapidly than we expected. Tight supply will support rents this year, even as economic activity... 6th September 2022 · 3 mins read
Europe Commercial Property Update Have the prospects for Warsaw industrial changed? The outlook for industrial demand in Poland has improved dramatically because of the pandemic and the rapid growth of ecommerce. This is set to keep prime industrial rental growth in Warsaw higher... 1st September 2022 · 6 mins read
Non-Euro Europe Commercial Property Chart Pack Scandinavia & Switzerland: The property cycle turns The Nordic and Swiss economies performed relatively well in Q2, while prime rents showed further rises in Scandinavian office and industrial markets. However, the economic outlook has darkened, which... 26th August 2022 · 5 mins read
Non-Euro Europe Commercial Property Chart Pack Emerging Europe: Yield rises start to weigh on values Higher interest rates and a weaker economic and property outlook contributed to a rise in all-property yields in Q2. While office and industrial rents still made solid gains, this increase in yields... 25th August 2022 · 5 mins read
US Commercial Property Chart Pack Recoveries still lagging in the major coastal markets Q2 data showed a mixed picture across the three sectors. For offices, the northern coastal markets continue to lag, with rent growth turning positive but still weaker than most other markets. Houston... 24th August 2022 · 7 mins read
UK Commercial Property Outlook Cost-of-living crisis to weigh on property returns Surging inflation and the upcoming recession will cut real household disposable incomes, which are set to see their largest fall on record. That drop in spending power will hit demand for all property... 23rd August 2022 · 29 mins read
US Commercial Property Chart Pack Property yields set to rise in H2 As the economy slowed in Q2 and interest rates rose, investors appear to have become less willing to compete property yields lower and investment volumes look close to turning. While occupier demand... 22nd August 2022 · 10 mins read
Europe Commercial Property Chart Pack Strong rental rises, but jump in yields weighs on values While quarterly rental rises surprised on the upside in Q2, property yields also rose sooner than expected. This meant all-property capital values barely grew on the quarter and slowed to around 5% y... 22nd August 2022 · 9 mins read
US Commercial Property Update The six major markets will not be the only losers Pandemic-accelerated migration patterns were already driving outperformance in the southern states. But they have also brought the poor performance of weaker markets to the fore. With those structural... 10th August 2022 · 3 mins read
US Commercial Property Focus Ranking the US’s largest warehousing markets We think that major distribution hubs, where rents are high and availability is low, will underperform their neighbouring markets over the next few years. Tenants will increasingly look past the major... 4th August 2022 · 21 mins read
US Commercial Property Update Why we’re not too concerned by Amazon’s slowdown The perception of Amazon as a bellwether for the industrial sector made the announcement that it had over-expanded in the last two years a potentially worrying one. But, the fact that Amazon is only... 8th June 2022 · 4 mins read
