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
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
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
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
US Commercial Property Rapid Response US Commercial Property Lending (May) Net lending by banks to commercial real estate in May reached its highest level since December 2025, at $15.4bn. Both multifamily and other commercial sectors saw their highest monthly net lending... 15th June 2026 · 2 mins read
US Commercial Property Chart Pack US Commercial Property Chartpack (Q2 2026) All-property capital values ticked up slightly in Q1, reflecting the US’ relative insulation from the effects of the Iran war so far. However, we don’t think it will be totally unaffected, while we... 5th June 2026 · 0 mins read
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q2 2026) Prime office values continued to grow strongly in Q1, in contrast to a further slowdown in the retail and industrial sectors. These two sectors are also more vulnerable to the impacts of the Iran war... 3rd June 2026 · 0 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (May 26) The risks to the commercial property market from the Iran war are increasing, and the longer risk-free interest rates remain elevated the more likely that will feed through to higher property yields... 22nd May 2026 · 1 min read
US Commercial Property Update Q1 RICS survey implies Iran war will increase US cap rates The latest RICS survey showed that the Iran war has dampened both occupier and investor sentiment, with the latter seeing a larger fall. Rental expectations held up though, which implies the fall in... 18th May 2026 · 3 mins read
Europe Commercial Property Update Q1 RICS survey points to a softening market in Europe The Q1 RICS survey painted a downbeat picture of sentiment in European commercial property markets, with France and Germany generally weighing on the overall picture and Spain, Portugal and Poland... 18th May 2026 · 3 mins read
US Commercial Property Rapid Response US Commercial Property Lending (Apr. 26) 15th May 2026 · 1 min read
Event Roundtable: The rise of alternative sectors - Navigating property’s secular revolution 23rd June 2026, 9:00AM BST The commercial property landscape is shifting.