UK Commercial Property Update Retail to outperform leisure as sales of goods hold up The outlook for retail property is firmer than headline consumption data suggest. Households are cutting back more on leisure services than on goods, so retail sales should keep outpacing overall... 2nd November 2026 · 3 mins read
UK Commercial Property Update RICS survey signals only a modest fall in UK commercial property values The Q3 RICS survey suggests UK commercial property values remain under pressure from high interest rates, but it does not point to a sharp downturn. While occupier and investment sentiment weakened... 29th October 2026 · 3 mins read
UK Commercial Property Update Why a UK commercial property value correction remains unlikely Despite the rise in long-term risk-free interest rates, UK commercial property capital values have remained broadly resilient. While leading indicators point to a modest decline of around 1% in 2026... 16th October 2026 · 3 mins read
Global Commercial Property Update Self-storage, SFR and senior living offer the greatest potential Alternatives with strong secular drivers are well placed to deliver robust demand growth, with those that are less institutionalised – such as self-storage, single-family rental and senior living –... 1st October 2026 · 3 mins read
UK Commercial Property Update Fall in foreign students to weigh on UK PBSA rents Student accommodation yields have seen a relatively large 50bps increase over the past year. That looks to reflect a sharp drop in rental growth expectations, which in turn looks due to a renewed drop... 11th September 2026 · 4 mins read
UK Commercial Property Update RE:UK Consensus Forecasts (Sep. 26) The September RE:UK consensus forecasts showed further downgrades to property returns in 2026, as higher gilt yields from the Iran war put upward pressure on property yields. Revisions to other years... 10th September 2026 · 3 mins read
UK Commercial Property Update EPC changes bad news for owners of older, large UK offices Proposed changes to energy regulations mean the required EPC rating of at least a B will be pushed back only one year, to 2031, but it will now only apply to buildings larger than 1,000 sq. m. However... 13th August 2026 · 4 mins read
Global Commercial Property Update AI will boost office demand in tech hubs as long as the bubble lasts We expect AI firms to drive office demand in key tech hubs as they expand and compete for top talent, although this exposure heightens the downside risk for the least diversified tech markets if we... 6th August 2026 · 6 mins read
UK Commercial Property Update RICS survey implies risk of UK commercial property capital value falls is declining The Q2 RICS survey showed little change from the previous quarter, although a rise in capital value expectations suggests the impact of the Iran war on yields is now projected to be smaller. Overall... 30th July 2026 · 3 mins read
Global Commercial Property Update Housing wealth underpins demand for active adult communities Demographics are less favourable for active adult communities than care homes. However, high net housing wealth among older households will support demand, especially in markets with more older people... 21st July 2026 · 4 mins read
UK Commercial Property Update Increased caution from lenders won’t trigger UK commercial capital value falls The sharp decline in the balance of lenders who see commercial property prices as a positive for the availability of credit could be a sign that higher interest rates caused by the Iran war will lead... 8th July 2026 · 3 mins read
Global Commercial Property Update Key takeaways from our alternative assets roundtables This week we held a series of roundtable discussions with clients in our London office about the outlook for alternative real estate assets. This note shares our answers to some of the most... 25th June 2026 · 3 mins read
Global Commercial Property Update Data centres to perform well, but risks are growing New MSCI coverage of data centres in the UK and US not surprisingly show the sector strongly outperformed over the past decade. But while returns are still strong in the US, in the UK the sector is... 18th June 2026 · 4 mins read
UK Commercial Property Update High costs mean low development and falling UK land prices The Iran war looks set to boost commercial construction costs by at least 8%, on top of the 24% rise seen since 2021. With commercial capital value growth also coming under pressure as interest rates... 11th June 2026 · 4 mins read
Global Commercial Property Update Despite short-term challenges, leisure set to bounce back With consumers cutting back discretionary spending as real incomes come under pressure, demand for leisure assets will be subdued over the next year or so. But longer term the future for the sector... 29th May 2026 · 3 mins read
UK Commercial Property Update RE:UK Consensus Forecasts (May 26) The May RE:UK consensus forecasts showed that higher risk-free rates due to the Iran war are expected to hit commercial property capital values in 2026, and all-property total returns for the year... 28th May 2026 · 3 mins read
