US Commercial Property Update Post-pandemic student housing rebound to be short-lived Tight supply conditions will drive a solid rent outlook for the student housing sector over the next year. But the bigger picture remains one of slowing demand as steady declines in the college-age... 3rd December 2024 · 3 mins read
US Commercial Property Focus Silver tsunami to boost senior housing The recent downturn in US commercial property has piqued investor interest in alternatives as they look to diversify. With an aging population, senior housing has a clear long run structural demand... 18th November 2024 · 14 mins read
US Commercial Property Update Alternatives set to account for above 20% of investment Alternatives have grown in importance in portfolios in recent years and structural drivers including AI, an aging population and poor housing affordability point to further growth in occupier demand... 22nd October 2024 · 4 mins read
US Commercial Property Update Innovation clusters to drive flex R&D performance The flex industrial subsector outperformed most other property types over the last cycle. Its underlying characteristics mean demand and returns will continue to be healthy ahead, though the winning... 25th September 2024 · 3 mins read
UK Commercial Property Outlook Look to beds, sheds and retail for best returns Commercial property yields and capital values have stabilised in recent months, which has encouraged investors to dip their toes back into the sector. But the recovery is set to be a weak one... 22nd August 2024 · 26 mins read
UK Commercial Property Update Commercial property capital values bottom out The Q2 RICS commercial survey added to the growing body of evidence that capital values at the all-property level have now bottomed out. But, in line with our forecasts, it also implied that the... 25th July 2024 · 3 mins read
US Commercial Property Update Strong US dollar to weigh on hotel recovery; West to trail After a strong recovery post-pandemic, momentum in hotel revenue growth is likely to remain subdued over the next few years. With a stronger US dollar hindering the revival of the tourist industry, we... 25th June 2024 · 4 mins read
Europe Commercial Property Focus How big a threat is debt distress in Europe? Falling interest rates will not prevent a rise in refinancing distress in Europe in the coming years – debt funding gaps will be large and forced selling will increase. However, financing pressures... 7th February 2024 · 20 mins read
US Commercial Property Update RICS Commercial Market Survey (Q4) The Q4 RICS survey suggested that occupier and investment sentiment remained pessimistic in Q4. We expect sentiment will be subdued in at least the first half of 2024, with credit conditions staying... 25th January 2024 · 3 mins read
Europe Commercial Property Update Residential yields have further to rise The long boom in residential investment has been severely dented by soaring interest rates. Solid fundamentals mean investor interest will remain strong, but it is unlikely residential yields have... 24th January 2024 · 3 mins read
US Commercial Property Update Where are prospects best for data centers? Since early 2020 there has been a clear divergence in performance between data centers and the traditional commercial real estate sectors. Looking forward, we expect the hyperscale sub-sector will... 20th November 2023 · 3 mins read
US Commercial Property Update RICS Commercial Market Survey (Q3) The Q3 RICS survey indicated occupier and investment sentiment fell further in Q3, with the latter reflected in weak investment volumes throughout the summer months. But tight credit conditions and a... 26th October 2023 · 5 mins read
US Commercial Property Update RICS Commercial Market Survey (Q2) The latest RICS survey signalled a slight improvement in occupier and investment sentiment in Q2, but confidence remained low by historic standards. Tight credit conditions and a poor economic... 27th July 2023 · 5 mins read
Nordic & Swiss Economics Weekly Sweden’s property issues flare up again The fragility of Sweden’s property sector hit the headlines again this week as commercial real estate firm SBB suffered a downgrade of its credit rating to “junk” status and cancelled its dividend... 12th May 2023 · 6 mins read
US Commercial Property Update Hotel RevPar growth to stall in 2023 Revenues in the hotel sector have recovered to near pre-pandemic levels after being the hardest hit by COVID-19. Although there are few signs yet of momentum slowing, we expect growth in the sector to... 21st October 2022 · 3 mins read
US Commercial Property Update Life science hubs set for a period of outperformance The pandemic has accelerated growth in scientific research and development, prompting a boost to demand in key R&D clusters. While we don’t expect the current rates of growth to be sustained, we think... 8th July 2021 · 3 mins read
