Canada Economics Weekly

Trump may yet tighten the screw further

While the Trump administration's planned import ban on some Canadian goods doesn't change much for the growth outlook, further escalation such as US withdrawal from CUSMA could be disastrous. We...

11th September 2026 · 6 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

Australia & New Zealand Economics Weekly

One more RBA hike should do the job

RBA policymakers continued to signal concerns about upside risks to inflation, while survey data showed that firms still face elevated price pressures. We expect a 25bp hike to 4.60% later this month...

11th September 2026 · 5 mins read

US Housing Market Rapid Response

US Existing Home Sales (Aug. 2026)

The fall in existing home sales to 3.98m annualised in August will likely be followed by further declines over the next few months, as mortgage rates look set to climb above 7% amid a further selloff...

10th September 2026 · 2 mins read

Europe Commercial Property Update

Strong rent growth to push Spain to the top of the resi rankings

Spanish residential property looks set to outperform the other larger European markets over the next five years, as still-strong demand on the back of high levels of immigration and tight supply boost...

10th September 2026 · 3 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 Housing Market Update

Housing weakness not over yet

Although the housing market wasn’t quite as weak in August as in recent months, the risk is that a further rebound in mortgage rates and/or speculation of tax rises ahead of the Budget dampens demand...

10th September 2026 · 3 mins read

Global Commercial Property Focus

Which global self-storage markets are ready for blast off?

The Nordics and Switzerland stand out amongst a set of 19 global self-storage markets for their potential growth over the next 5-10 years. These markets will see a reasonably high rate of home-moving...

9th September 2026 · 12 mins read

US Commercial Property Update

Q3 26 PREA consensus for 2027 shows little sector variance

There was another cut to the PREA consensus forecast for 2026, led again by residential. But the all-property forecast for 2027 saw no change and there is very little differentiation between five of...

8th September 2026 · 3 mins read

Australia & New Zealand Economics Update

NZ Labour’s tax plan risks delaying housing rebound

Opinion polls suggest that New Zealand’s Labour party has a path back to power in November’s general election. Labour’s plan to introduce a capital gains tax on residential investment property risks...

8th September 2026 · 4 mins read

Event

Drop-In: Can student accommodation keep outperforming in Europe?

15th September 2026, 3:00PM BST

Student accommodation has taken an increasingly important share of European investment portfolios in recent years, supported by attractive income returns and favourable supply and demand dynamics.

UK Housing Market Rapid Response

UK Lloyd’s House Prices (Aug. 2026)

The surprise 0.2% m/m drop in house prices in August on the Lloyds measure (consensus and CE +0.1% m/m) raises the risk that prices rise more slowly in response to high mortgage rates and uncertainty...

7th September 2026 · 2 mins read

UK Commercial Property Rapid Response

S&P Global/CIPS UK Construction PMI (August 26)

The headline construction PMI nudged slightly lower in August following its strong bounce in July. At 44.3 it remains deep in contractionary territory, where it has languished since December 2024.

4th September 2026 · 1 min read

US Commercial Property Apartment Metros Outlook

San Jose edges Houston for top spot in our rankings

Apartment markets have started to fare slightly better this year as inventory growth has eased, and we expect this trend to continue. We expect absorption to outpace new supply by a wide margin in...

2nd September 2026 · 6 mins read

Europe Commercial Property Update

Dublin retail poised for a 15% capital value uplift by end-2028

Weakness in retail spending is likely to hold back the recovery in Dublin prime high street rents in the near term, but conditions appear ripe for a revival. Given the comparatively high level of...

1st September 2026 · 3 mins read