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
US Commercial Property Update Recent losing metros showing signs of turning the tables The fortunes of some of the best- and worst-performing metro labor markets of recent years are starting to turn. San Francisco is resurgent, Miami is faltering and D.C. is hemorrhaging office jobs... 3rd November 2026 · 4 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
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
US Commercial Property Chart Pack US Commercial Property Chart Pack Q3 2026 All-property capital values continue to hold up. But valuations already looked stretched prior to bond yield rises seen in recent weeks. With confidence in the recovery sagging, the outlook for... 24th September 2026 · 0 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 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
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
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
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
