Global Commercial Property Chart Pack

Global Commercial Property Chart Pack (October 2026)

Higher interest rates are set to drag on global property values in the coming year, especially in lower-yielding euro-zone and APAC. US property values are likely to be most resilient this year but we...

8th October 2026 · 0 mins read

UK Housing Market Update

UK RICS Residential Market Survey (Sep. 2026)

The latest rebound in mortgage rates and/or speculation of tax rises ahead of the Budget on 28th October dampened housing demand in September and this trend is likely to continue. With the risks to...

8th October 2026 · 3 mins read

UK Housing Market Rapid Response

UK Lloyds House Prices (Sep. 2026)

The stagnation in the Lloyds measure of house prices in September underscores how higher mortgage rates and/or uncertainty over possible tax hikes in the Budget on 28 th October are continuing to take...

7th October 2026 · 3 mins read

UK Commercial Property Outlook

Small rise in yields to weigh on returns

Higher gilt yields mean we now expect all-property equivalent yields to rise from 6.6% at end-2025 to 6.9% by end-2030, with half of that rise occurring in 2026. As a result, we now expect all...

6th October 2026 · 23 mins read

UK Commercial Property Rapid Response

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

The headline construction PMI rose to its highest level since January, but remained consistent with a contracting construction sector, with future prospects also looking weak.

6th October 2026 · 1 min read

US Housing Market Chart Pack

US Housing Market Chart Pack (Oct. 2026)

With 30-year fixed mortgage rates now at a near three-year high of 7.3%, the near-term outlook for home sales and prices remains weak. However, we expect things to improve from next year as energy...

1st October 2026 · 1 min 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 Housing Market Rapid Response

UK Nationwide House Prices (Sep. 2026)

The surprise 0.2% m/m fall in house prices in September (CE & consensus forecast 0.0% m/m) increases the risk that a further rebound in mortgage rates and/or uncertainty over possible tax hikes in the...

1st October 2026 · 3 mins read

Australia & New Zealand Economics Update

No reprieve for the housing market yet

Australia’s housing downturn still has further to run, even if there are tentative signs that demand is beginning to stabilise. Weakening housing market conditions should help ease shelter inflation...

1st October 2026 · 3 mins read

China Economics Update

China's targeted stimulus not enough, fiscal push remains key

China’s latest stimulus package eschews broad-based easing in favour of targeted measures to support housing demand and bank lending to specific sectors. It is unlikely to have a big impact on its own...

30th September 2026 · 6 mins read

US Housing Market Rapid Response

US Case-Shiller/FHFA House Prices (Jul. 2026)

House prices remained resilient in July but will eventually come under pressure as the latest rise in mortgage rates to their current level of 7.1% takes a toll. We expect prices to be unchanged over...

29th September 2026 · 2 mins read

Europe Commercial Property Outlook

Higher yields to weigh on property values in the near term

Higher interest rates brought about by the ongoing energy shock are likely to push up prime property yields and hit capital values in the coming quarters, though rental growth should remain resilient...

29th September 2026 · 24 mins read

UK Commercial Property Rapid Response

Lending to UK commercial property (Aug. 26)

29th September 2026 · 1 min read

UK Economics Rapid Response

UK Money & Lending (Aug. 2026)

It seems unlikely that households will continue to fund increases in their real spending by borrowing more and reducing their saving rates, as they did in August, for much longer. And the further fall...

29th September 2026 · 3 mins read

UK Housing Market Update

Housing headwinds grow despite "Your First Home" scheme

We suspect the “Your First Home” scheme announced by the Prime Minster over the weekend will boost both housing transactions and housing starts from 2027. But this effect will probably be more than...

28th September 2026 · 3 mins read