UK Commercial Property Rapid Response Lending to UK commercial property (June 26) 29th July 2026 · 1 min 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
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
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
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
US Commercial Property Rapid Response Commercial Property Lending (June 2026) At $9.1bn, net lending by banks to commercial real estate in June slowed slightly from a downwardly-revised May figure, consistent with a solid start to the year for investment. 13th July 2026 · 1 min read
Europe Commercial Property Update Lisbon office rents to outperform consensus expectations Above-average employment growth and continued demand for high-quality space mean we expect prime office rents in Lisbon will grow at a faster pace than most expect, as well as most other euro-zone... 9th July 2026 · 3 mins read
UK Commercial Property Update Increased caution from lenders won’t trigger UK commercial capital value falls The sharp decline in the balance of lenders who see commercial property prices as a positive for the availability of credit could be a sign that higher interest rates caused by the Iran war will lead... 8th July 2026 · 3 mins read
US Commercial Property Update Updated fair value analysis drives higher cap rate forecasts The diminished spread between cap rates and the 10-year Treasury yield poses a challenge for real estate pricing. Looking ahead, in a world in which we expect the Treasury yield to stay near its... 8th July 2026 · 3 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (June 26) The construction sector appears to have stabilised in June as, after three straight months of falls, the headline CIPS construction PMI rose marginally, from 38.2 to 38.4. While that remains an... 6th July 2026 · 1 min read
Australia & New Zealand Economics Weekly Capacity pressures to persist despite housing weakness This week’s data will likely have reinforced the RBA’s view that tighter financial conditions are weighing on the housing market. But we doubt that housing wealth effects will push consumption much... 3rd July 2026 · 4 mins read
UK Commercial Property Outlook Income returns to dominate as yields hold steady The rise in gilt yields following the Iran war has so far not led to any increase in property yields, and we expect investors will largely look through what will be a temporary spike in risk-free... 2nd July 2026 · 22 mins read
Europe Commercial Property Outlook Prime office outperformance to wane The limited hit to economic activity from the Iran war and our expectation that risk-free rates will fall back mean we forecast only a temporary slowdown in European commercial property value growth... 1st July 2026 · 22 mins read
UK Commercial Property Rapid Response Lending to UK commercial property (May 26) Net lending to commercial property totalled around £1.5bn in May, following a similar outturn in April. This was consistent with the rise in uncertainty and interest rates as a result of the Iran war... 29th June 2026 · 1 min read
