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 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
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
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
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
UK Commercial Property Outlook Small rise in yields to weigh on returns Higher gilt yields mean we now expect all-property equivalent yields to rise from 6.6% at end-2025 to 6.9% by end-2030, with half of that rise occurring in 2026. As a result, we now expect all... 6th October 2026 · 23 mins read
Europe Commercial Property Outlook Higher yields to weigh on property values in the near term Higher interest rates brought about by the ongoing energy shock are likely to push up prime property yields and hit capital values in the coming quarters, though rental growth should remain resilient... 29th September 2026 · 24 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Sep. 26) A negative yield impact outweighed rental growth in August, meaning all-property capital values recorded a year-on-year decline for the first time since late 2024. But we still think the 10-year gilt... 22nd September 2026 · 1 min read
Europe Commercial Property Update Productivity gains not yet accompanied by weaker office demand Despite productivity gains that could reduce the need for office space, markets with a high share of information and communication jobs have generally seen stronger office take-up over the past year... 22nd September 2026 · 3 mins read
UK Commercial Property Update RE:UK Consensus Forecasts (Sep. 26) The September RE:UK consensus forecasts showed further downgrades to property returns in 2026, as higher gilt yields from the Iran war put upward pressure on property yields. Revisions to other years... 10th September 2026 · 3 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
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
