UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Nov. 26) Higher risk-free interest rates are putting upward pressure on property yields, although all-property yields have seen a relatively small 7bps rise in the year to Q3. Nevertheless, capital values are... 5th November 2026 · 1 min read
Europe Commercial Property Update Prime office rents will continue to exceed consensus expectations Euro-zone prime office rents have risen sharply in real terms since 2019. However, after allowing for the decline in space per worker since the pandemic, affordability remains below past peaks... 5th November 2026 · 3 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (October 26) Having improved in September, the headline construction PMI fell back in October. At 43.6, the level was the lowest since June. Both the commercial and housing activity balances worsened over the... 5th November 2026 · 1 min read
US Commercial Property Update Recent losing metros showing signs of turning the tables The fortunes of some of the best- and worst-performing metro labor markets of recent years are starting to turn. San Francisco is resurgent, Miami is faltering and D.C. is hemorrhaging office jobs... 3rd November 2026 · 4 mins read
UK Commercial Property Update Retail to outperform leisure as sales of goods hold up The outlook for retail property is firmer than headline consumption data suggest. Households are cutting back more on leisure services than on goods, so retail sales should keep outpacing overall... 2nd November 2026 · 3 mins read
UK Commercial Property Update RICS survey signals only a modest fall in UK commercial property values The Q3 RICS survey suggests UK commercial property values remain under pressure from high interest rates, but it does not point to a sharp downturn. While occupier and investment sentiment weakened... 29th October 2026 · 3 mins read
Europe Commercial Property Update Investment recovery delayed, not derailed Elevated interest rates and tightening credit standards will weigh on investment activity over the rest of this year and into early 2027. However, we expect euro-zone investment to rise by 10%-15% y/y... 29th October 2026 · 3 mins read
UK Commercial Property Rapid Response Lending to UK commercial property (September 2026) Net lending to property reached £3.20bn in September, the highest monthly outturn since March 2020, when the pandemic led to a temporary halt on loan repayments for some asset owners. 29th October 2026 · 1 min 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 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
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
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
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 Commercial Property Rapid Response US Commercial Property Lending (Sep.) 9th October 2026 · 1 min read
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
