US Commercial Property Update Q3 26 PREA consensus for 2027 shows little sector variance There was another cut to the PREA consensus forecast for 2026, led again by residential. But the all-property forecast for 2027 saw no change and there is very little differentiation between five of... 8th September 2026 · 3 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (August 26) The headline construction PMI nudged slightly lower in August following its strong bounce in July. At 44.3 it remains deep in contractionary territory, where it has languished since December 2024. 4th September 2026 · 1 min read
US Commercial Property Apartment Metros Outlook San Jose edges Houston for top spot in our rankings Apartment markets have started to fare slightly better this year as inventory growth has eased, and we expect this trend to continue. We expect absorption to outpace new supply by a wide margin in... 2nd September 2026 · 6 mins read
Europe Commercial Property Update Dublin retail poised for a 15% capital value uplift by end-2028 Weakness in retail spending is likely to hold back the recovery in Dublin prime high street rents in the near term, but conditions appear ripe for a revival. Given the comparatively high level of... 1st September 2026 · 3 mins read
UK Commercial Property Rapid Response Lending to UK commercial property (July 26) After June posted the weakest rate of net lending since March 2024, July saw a return to the pace of net lending witnessed in the first five months of the year, reaching £1.53bn. The second half the... 1st September 2026 · 2 mins read
Europe Commercial Property Update Tech-related demand to support prime rents in Berlin and Munich Strong tech-related demand is set to support faster growth in prime rents in Munich and Berlin than the other main German markets while the AI boom persists. However, we expect rent growth to ease... 25th August 2026 · 3 mins read
US Commercial Property Update REITs and appraisals divergence clouds outlook for values A significant divergence in sector weightings means a large performance gap has opened between REITs and the appraisal-based indices over the last two years. We have therefore created a re-weighted... 20th August 2026 · 3 mins read
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q3 2026) Property markets were relatively unaffected by the Iran war in Q2, with investment activity strengthening and property yields rising only modestly. Assuming the Strait of Hormuz is not disrupted for a... 20th August 2026 · 0 mins read
US Commercial Property Update Office sector turnaround clear in Q2 RICS survey The Q2 RICS survey suggests that while Iran War-related uncertainty isn’t derailing the recovery, it is dampening its pace. But the office sector appears to be emerging from the clouds that have... 19th August 2026 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Aug. 26) Higher risk-free interest rates and uncertainty from the war in Iran are now beginning to push up property yields and all-property capital value growth has fallen to zero. But we still think the 10... 19th August 2026 · 1 min read
Europe Commercial Property Update Deterioration in sentiment largely reversed in Q2 RICS survey The Q2 RICS survey suggests surveyors are now less pessimistic about the Iran war’s impact on European commercial property markets. And while credit conditions deteriorated further, other survey... 19th August 2026 · 2 mins read
US Commercial Property Rapid Response US Commercial Property Lending (July 2026) Net lending by banks to commercial real estate excluding farms slowed in July to $4.1bn, from $8.9bn in June. That’s the lowest total since April 2025. Slower net lending against both multifamily and... 14th August 2026 · 1 min read
US Commercial Property Update Major gains for Midwest markets in warehouse rankings Our updated analysis of 34 major industrial markets shows an improvement in the rent growth prospects for many Midwest markets, with big year-on-year gains in Cleveland, Detroit, Indianapolis and St... 13th August 2026 · 3 mins read
UK Commercial Property Update EPC changes bad news for owners of older, large UK offices Proposed changes to energy regulations mean the required EPC rating of at least a B will be pushed back only one year, to 2031, but it will now only apply to buildings larger than 1,000 sq. m. However... 13th August 2026 · 4 mins read
US Housing Market Outlook Housing recovery still some way off Strengthening economic growth will not provide much of a lift to the housing market, which we expect to remain in its structural malaise as mortgage rates stay above 6% over the forecast period. We... 12th August 2026 · 11 mins read
Europe Commercial Property Update Investment recovery will not be pushed off course by Iran war Lower interest rates and an improving bank lending environment mean we expect euro-zone investment to pick up in H2, allowing the full-year total to rise by somewhat more than the 15% annual rate of... 11th August 2026 · 3 mins read
