UK Commercial Property Update Fall in foreign students to weigh on UK PBSA rents Student accommodation yields have seen a relatively large 50bps increase over the past year. That looks to reflect a sharp drop in rental growth expectations, which in turn looks due to a renewed drop... 11th September 2026 · 4 mins read
Europe Commercial Property Update Strong rent growth to push Spain to the top of the resi rankings Spanish residential property looks set to outperform the other larger European markets over the next five years, as still-strong demand on the back of high levels of immigration and tight supply boost... 10th September 2026 · 3 mins 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
UK Housing Market Rapid Response UK Nationwide House Prices (Aug. 2026) The small rise in the Nationwide measure of house prices in August underlines the continued drag on buyers’ appetite from the previous rise in mortgage rates. Uncertainty over possible tax rises in... 1st September 2026 · 2 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
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
UK Housing Market Rapid Response UK Lloyds House Prices (Jul. 2026) The stagnation in the Lloyds measure of house prices (recently rebranded from Halifax) in July chimes with the message from the alternative Nationwide house price index that high mortgage rates... 7th August 2026 · 3 mins read
UK Housing Market Rapid Response UK Nationwide House Prices (Jul. 2026) The small 0.1% m/m rise in the Nationwide measure of house prices in July shows that higher mortgage rates since the start of the Iran war continued to constrain house price growth. And with the... 31st July 2026 · 2 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
UK Housing Market Outlook Lower mortgage rates and tight supply to boost prices We suspect house prices will rise only gradually over the rest of 2026 and end up around 1.5% higher in Q4 2026 than a year earlier. But our view that Bank Rate, and therefore mortgage rates, will... 21st July 2026 · 11 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
UK Housing Market Rapid Response UK Lloyds House Prices (Jun. 2026) The modest rise in the Lloyds measure of house prices (rebranded from Halifax) in June suggests that the weak housing market may be starting to turn a corner. This will have further to go if the... 7th July 2026 · 2 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 Housing Market Rapid Response UK Nationwide House Prices (Jun. 2026) The stagnation in the Nationwide measure of house prices in June (CE -0.2%, consensus 0.0%) shows that the rise in mortgage rates triggered by the Iran war continues to weigh on the housing market... 1st July 2026 · 3 mins read
