UK Housing Market Update Reintroducing Help to Buy wouldn’t solve housing’s problem While a new Help to Buy scheme would stimulate homebuilding in the near term, it’s not a sustainable solution to low housing supply. The government would be better off easing some of the structural... 29th July 2026 · 3 mins read
UK Economics Rapid Response UK Money & Lending (Jun. 2026) June’s money and lending figures show that the near-term outlook for the housing market remains weak, households may be funding some of the decent spending in June by lowering their saving rate, and... 29th July 2026 · 3 mins read
UK Commercial Property Rapid Response Lending to UK commercial property (June 26) 29th July 2026 · 1 min read
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (May 2026) Although house prices regained some momentum in May the recent rebound in mortgage rates to around 6.8% will further weigh on affordability, suggesting this won’t be sustained. 28th July 2026 · 2 mins read
US Commercial Property Update NCREIF Q2 2026: Returns rangebound for sixth quarter Q2’s total return of 1.3% was dominated by the income component, with cap rates and capital values broadly steady. Meanwhile, aside from senior housing, where quarterly returns hit 3.9% in Q2, sector... 27th July 2026 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jul. 26) Higher risk-free interest rates and uncertainty from the war in Iran have led banks to tighten the availability of lending to commercial real estate. But property equities pricing has recovered from... 22nd July 2026 · 1 min read
Canada Chart Pack Canada Chart Pack (Jul. 2026) The outlook hinges on the outcome of CUSMA negotiations, with the Trump administration’s latest 50% tariff announcement underscoring the risks. For now, we still think an agreement will be reached at... 21st July 2026 · 1 min 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 Housing Market Outlook Lower mortgage rates and tight supply to boost prices We suspect house prices will rise only gradually over the rest of 2026 and end up around 1.5% higher in Q4 2026 than a year earlier. But our view that Bank Rate, and therefore mortgage rates, will... 21st July 2026 · 11 mins read
Global Commercial Property Update UK commercial property investment to catch-up with US as rates fall back A divergence in risk-free interest rates in the UK and US since the end of 2024 has led to a marked difference in the level of commercial property investment between the two countries, in part because... 20th July 2026 · 3 mins read
US Commercial Property Outlook Senior housing and retail lead the pack for 2026-30 returns Real estate returns over the coming years will be dominated by the income component, as an increase in cap rates to fully reflect the higher yield environment offsets support for values from rising... 17th July 2026 · 20 mins read
US Housing Market Rapid Response US Housing Starts (Jun. 2026) Rebound in homebuilding not as good as it looks The strong rebound in housing starts in June wasn’t quite as promising the headline number suggests, as it was entirely driven by a surge in the... 17th July 2026 · 1 min read
US Housing Market Update US Pending Home Sales & Mortgage Apps. (Jun. 2026) Pending home sales and purchase mortgage applications both point to existing home sales falling back below a 4m annualised pace in the coming months. With higher Treasury yields likely to put further... 16th July 2026 · 2 mins read
Canada Economics Update Housing Watch (Jul. 2026) The housing market continued to slowly improve in June and the recent rebound in government bond yields is unlikely to be large enough to trigger any renewed near-term weakness. Meanwhile, the... 16th July 2026 · 3 mins read
Australia & New Zealand Economics Update Data centre boom making the RBA’s job harder Australia’s data centre boom has yet to generate a broad-based inflationary impulse. But by adding demand to an already stretched construction sector, it risks prolonging capacity constraints and... 15th July 2026 · 4 mins read
Global Commercial Property Chart Pack Global Commercial Property Chart Pack (July 2026) Strengthening economic activity in the US is set to support a pick-up in rental growth over the next year or so, but property performance is still likely to undershoot Europe. And while renewed Iran... 14th July 2026 · 0 mins read
