US Commercial Property Rapid Response

US Commercial Property Lending (Apr. 26)

15th May 2026 · 1 min read

Canada Economics Update

Canada Housing Watch (May 2026)

There were some encouraging signs of stabilisation in the headline housing market indicators for April, but the further decline in the sales-to-new listing ratio and recent rise in fixed mortgage...

15th May 2026 · 3 mins read

UK Housing Market Update

UK RICS Residential Market Survey (Apr. 2026)

The recent plunge in buyer sentiment triggered by the rise in mortgage rates since the start of the Iran appeared to stabilise in April. Even so, April’s RICS survey continues to suggest that the...

14th May 2026 · 3 mins read

UK Commercial Property Update

Residential assets have a bright future

Tight supply means residential assets will see the strongest rental growth of all sectors over the next few years. And, with the costs of maintaining a home rising, house price expectations subdued...

13th May 2026 · 4 mins read

Event

Roundtable: The rise of alternative sectors - Navigating property’s secular revolution

23rd June 2026, 9:00AM BST

The commercial property landscape is shifting.

UK Housing Market Update

Big falls in nominal house prices unlikely, even in adverse scenario

Despite its recent resilience, house price growth will probably slow over the coming months as the drag from higher mortgage rates triggered by the Iran war continues to grow. But big outright falls...

13th May 2026 · 5 mins read

UK Commercial Property Valuation Monitor

UK Commercial Property Valuation Monitor (Q2 26)

Property valuations saw little movement in Q1 with property and alternative asset yields holding steady. Looking ahead, the Iran war has pushed up yields on alternative assets so valuations will...

12th May 2026 · 1 min read

Canada Chart Pack

Canada Chart Pack (May 2026)

In our baseline scenario, WTI averages $80pb over the second half of the year. This will boost GDP growth slightly and keep headline inflation above 2.5% in the coming months. But the backdrop of weak...

12th May 2026 · 1 min read

US Housing Market Rapid Response

US Existing Home Sales (Apr. 2026)

The barely changed level of existing home sales in April shows how elevated mortgage rates and economic uncertainty are dissuading homebuying. With the full impact of the recent rise in borrowing...

11th May 2026 · 2 mins read

Canada Economics Weekly

Signs of stability rather than green shoots for housing

The local real estate board data for April were encouraging, with sales rebounding across the major cities and prices stabilising in Toronto after a long stretch of declines. Nonetheless, with the...

8th May 2026 · 5 mins read

US Commercial Property Update

Non-bank CRE lending growing, but not a systemic risk

As large banks have pulled back in recent years, non-bank lenders have accounted for an increasing share of CRE debt originations. While insurers’ lending has been conservative, debt funds and other...

8th May 2026 · 5 mins read

UK Housing Market Rapid Response

UK Halifax House Prices (Apr. 2026)

The small fall in the Halifax measure of house prices in April suggests the housing market has been less resilient to the jump in mortgage rates triggered by the Iran war than the alternative...

8th May 2026 · 3 mins read

Global Commercial Property Update

Student housing investment set to diversify

Investment in student accommodation appears to be turning a corner after several lean years. Demand fundamentals are expected to support a further recovery over the next decade, though geographic...

7th May 2026 · 4 mins read

UK Commercial Property Rapid Response

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

The headline CIPS construction PMI fell by nearly 6%-pts in April to 39.7, its lowest reading since November. Meanwhile, the input prices index again climbed sharply, reaching 81.4, now more than 20%...

7th May 2026 · 2 mins read

Australia & New Zealand Economics Update

Higher energy prices will lift building costs

On their own, the recent surge in crude oil prices could lift construction costs by around 4%. However, the bigger picture is that in contrast to the previous energy shock in 2022, conditions in...

7th May 2026 · 3 mins read