Australia & New Zealand Chart Pack ANZ Chart Pack (October 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Underlying inflation in Australia gained traction in Q3, while leading indicators suggest that it will... 29th October 2026 · 1 min read
US Housing Market Update Apartment rental growth on track for a steady recovery Early indications point to a tightening in the apartment market now that the post-pandemic supply boom has run its course. We expect asking rent growth to recover steadily, reaching 3% p.a. in 2027-28... 27th October 2026 · 2 mins read
US Commercial Property Update NCREIF Q3 2026: Residential showing signs of weakness Quarterly total returns of 1.4% on the NPI were again driven almost entirely by the income component, as capital values nudged only slightly higher in Q3. There are signs of growing sector... 27th October 2026 · 3 mins read
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (Aug. 2026) Although house prices posted another healthy rise in August, momentum will quickly fade as the backward-looking price indices begin to capture the recent collapse in housing demand in response to... 27th October 2026 · 2 mins read
US Commercial Property Update Iran cost shock to hit office and retail development hardest Construction costs are likely to rise by 5% or more due to the Iran war, far less than the 17% increase brought about by the Ukraine war. Nevertheless, that will impact on an already weak development... 26th October 2026 · 3 mins read
Canada Chart Pack Canada Chart Pack (Oct. 2026) GDP growth looks to have lost some momentum in the third quarter, and headwinds from new tariffs and ongoing CUSMA uncertainty will weigh on activity over the next few quarters. While most measures of... 26th October 2026 · 1 min read
Europe Commercial Property Update Tight supply to sustain industrial rents in main German hubs The unusually low share of take-up in the main German industrial hubs appears to reflect a shortage of available space rather than weak demand. While space under construction is rising, this is not... 22nd October 2026 · 3 mins read
US Housing Market Update US Pending Home Sales & Mortgage Apps. (Sep. 2026) The surge in mortgage rates in recent months has brought housing activity to a standstill, as shown by the collapse in pending home sales in September to their lowest level since the series began. 20th October 2026 · 2 mins read
US Housing Market Rapid Response US Housing Starts (Sep. 2026) The sharp decline in both single- and multifamily housing starts in September reflects homebuilders’ reluctance to start new projects amid the latest surge in mortgage rates, which will continue to... 20th October 2026 · 2 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
Canada Economics Update Canada Housing Watch. (Oct. 2026) The rise in mortgage rates has sent the housing market into reverse, with sales and prices both falling in September. The near-term risks to mortgage rates lie to the upside, which means prices could... 16th October 2026 · 4 mins read
US Commercial Property Outlook Retail and office face biggest downgrades to 2027 outlook Despite the recent run-up in Treasury yields, we aren’t expecting a major impact on commercial real estate cap rates as we anticipate this will be merely a short-term spike in bond yields. But... 14th October 2026 · 20 mins read
Europe Commercial Property Update Paris office values to take the hardest hit from higher rates Paris office values are set to fall by almost 10% peak-to-trough – the largest decline in the euro-zone – as weakening prime rental growth combines with sharper rises in yields than in other markets. 14th October 2026 · 3 mins read
US Housing Market Rapid Response US Existing Home Sales (Sep. 2026) While existing home sales edged up in September, the bigger picture is that they remain below the 4m annualised mark associated with a very weak market, weighed down by elevated mortgage rates... 13th October 2026 · 2 mins read
UK Housing Market Outlook Recovery delayed by higher mortgage rates The upward revisions to our Bank Rate and gilt yield forecasts due to the ongoing energy price shock suggest higher mortgage rates will remain a drag on housing for longer. Our forecast is for house... 13th October 2026 · 10 mins read
US Commercial Property Rapid Response US Commercial Property Lending (Sep.) 9th October 2026 · 1 min read
