Global Commercial Property Update Housing wealth underpins demand for active adult communities Demographics are less favourable for active adult communities than care homes. However, high net housing wealth among older households will support demand, especially in markets with more older people... 21st July 2026 · 4 mins read
Global Commercial Property Update Key takeaways from our alternative assets roundtables This week we held a series of roundtable discussions with clients in our London office about the outlook for alternative real estate assets. This note shares our answers to some of the most... 25th June 2026 · 3 mins read
Global Commercial Property Update Data centres to perform well, but risks are growing New MSCI coverage of data centres in the UK and US not surprisingly show the sector strongly outperformed over the past decade. But while returns are still strong in the US, in the UK the sector is... 18th June 2026 · 4 mins read
Europe Commercial Property Focus European student housing outperformance has further to run The two-decade period of student accommodation outperformance in Europe is set to continue, supported by higher income returns, favourable structural demand drivers and still-tight supply. Within... 9th June 2026 · 11 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
Global Commercial Property Update Despite short-term challenges, leisure set to bounce back With consumers cutting back discretionary spending as real incomes come under pressure, demand for leisure assets will be subdued over the next year or so. But longer term the future for the sector... 29th May 2026 · 3 mins read
Global Commercial Property Update Care home demand to boom in Asia and North America The long-term demographic drivers of care home demand are well-rehearsed, but there is likely to be a degree of offset from factors that will keep more seniors living at home for longer. Nevertheless... 19th May 2026 · 6 mins 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.
Event Drop-In: CRE’s structural revolution – The rise of alternatives 20th May 2026, 3:00PM BST Real estate is undergoing a structural revolution.
US Commercial Property Update NCREIF Q1 2026: Little divergence in regions and core sectors Income returns are already accounting for almost all the total return in the traditional sectors, but senior housing stood out positively again in Q1, seeing strong capital growth and posting a 3.9%... 27th April 2026 · 3 mins read
Global Commercial Property Update Weaker near-term hotel outlook; Europe better placed ahead A soft consumer spending outlook and subdued business demand, reinforced by the effects of the Iran war, will weigh on global hotel demand in the coming years. Longer term, hotel performance will be... 21st April 2026 · 4 mins read
Global Commercial Property Update Life science to outperform, but will remain a niche sector While supply headwinds have hit life science performance in recent years, long-term fundamentals have been reinforced by the pandemic. We expect a recovery in the short term and strong performance... 16th April 2026 · 5 mins read
Global Commercial Property Update Retail and hospitality sectors to bear the brunt of Iran War The effects of the Iran war will feed through to property occupiers through two main channels: higher energy costs and lower household disposable income growth. The impact on sectors will vary based... 9th April 2026 · 4 mins read
Global Property Outlook Iran war’s property impact will be small and short-lived Given the fast-moving nature of events in Iran and the Strait of Hormuz, this global publication brings together our updated residential and commercial property market analysis and forecasts. It... 1st April 2026 · 23 mins read
Global Commercial Property Update Alternative real estate sectors set to gain more ground In an environment of relatively weak economic growth, alternative sectors stand to benefit from a lower reliance on cyclical drivers, and support from structural trends that will drive long-term... 24th March 2026 · 3 mins read
US Commercial Property Update Q1 26 PREA consensus much more optimistic than us The Q1 PREA consensus for returns of 6.8% p.a. over 2026-30 is significantly above our call for returns of 5.2% p.a. Our view that appraised cap rates have further to rise is behind that difference... 12th March 2026 · 3 mins read
