US Commercial Property Rapid Response US Commercial Property Lending (August) Net lending by banks to commercial real estate excluding farms recovered to $8.3bn in August, from $4.6bn in July. That’s in line with the average over the past year of $8.4bn. Within the total, net... 11th September 2026 · 1 min 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 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
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
India Economics Weekly Data centre constraints, equities to outperform, July CPI Reports this week that Google’s planned AI data centre in Andhra Pradesh is facing stiff opposition over its environmental impact have highlighted the challenges facing India’s digital ambitions... 7th August 2026 · 3 mins read
UK Commercial Property Valuation Monitor UK Commercial Property Valuation Monitor (Q3 26) Property valuations improved in Q2 as the 10-year gilt yield edged down and property yields saw little movement. Given our expectation that the 10-year gilt yield will drop to 4.5% by the end of 2026... 6th August 2026 · 1 min read
Event US Commercial Real Estate Drop-In: Where to find outperformance in a sluggish recovery 12th August 2026, 3:00PM BST US commercial real estate values have moved largely sideways since the start of 2025, making this one of the weakest recoveries of the modern era.
UK Commercial Property Update RICS survey implies risk of UK commercial property capital value falls is declining The Q2 RICS survey showed little change from the previous quarter, although a rise in capital value expectations suggests the impact of the Iran war on yields is now projected to be smaller. Overall... 30th 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
Event UK Property Drop-In: Can the UK get building again? 28th July 2026, 3:00PM BST Construction output dropped to its lowest level since the COVID-19 lockdowns in the first quarter of 2026, with housing and commercial development both dropping back.
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
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
