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
UK Housing Market Chart Pack UK Housing Market Chart Pack (Oct. 2026) Despite a modest boost to housing demand from the Your First Home scheme, high mortgage rates will limit house price gains to just 1.5% in the year to Q4 2027. By making it difficult for renters to... 29th October 2026 · 1 min 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 Housing Market Update Budget offers little respite for housing and landlords While the Budget on 28 th October was small for housing, the surprise was the further tax hike on private landlords’ rental income from April 2027. By either directly raising rents as landlords pass... 29th October 2026 · 3 mins read
US Housing Market Update Apartment rental growth on track for a steady recovery Early indications point to a tightening in the apartment market now that the post-pandemic supply boom has run its course. We expect asking rent growth to recover steadily, reaching 3% p.a. in 2027-28... 27th October 2026 · 2 mins read
UK Housing Market Outlook Recovery delayed by higher mortgage rates The upward revisions to our Bank Rate and gilt yield forecasts due to the ongoing energy price shock suggest higher mortgage rates will remain a drag on housing for longer. Our forecast is for house... 13th October 2026 · 10 mins read
US Housing Market Chart Pack US Housing Market Chart Pack (Oct. 2026) With 30-year fixed mortgage rates now at a near three-year high of 7.3%, the near-term outlook for home sales and prices remains weak. However, we expect things to improve from next year as energy... 1st October 2026 · 1 min 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
UK Commercial Property Update Fall in foreign students to weigh on UK PBSA rents Student accommodation yields have seen a relatively large 50bps increase over the past year. That looks to reflect a sharp drop in rental growth expectations, which in turn looks due to a renewed drop... 11th September 2026 · 4 mins read
US Commercial Property Apartment Metros Outlook San Jose edges Houston for top spot in our rankings Apartment markets have started to fare slightly better this year as inventory growth has eased, and we expect this trend to continue. We expect absorption to outpace new supply by a wide margin in... 2nd September 2026 · 6 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 Housing Market Chart Pack UK Housing Market Chart Pack (Aug. 2026) We expect the recent softening in house price growth to continue over the rest of this year as mortgage rates fall only gradually. In fact, the lack of a sustained recovery in buyer sentiment suggests... 18th August 2026 · 1 min read
UK Housing Market Update UK RICS Residential Market Survey (Jul. 2026) July’s RICS survey shows that the near-term housing outlook remains weak and the risks to our forecast that house prices will rise by 1.5% in the year to Q4 2026 are still skewed to the downside. But... 13th August 2026 · 3 mins read
US Housing Market Outlook Housing recovery still some way off Strengthening economic growth will not provide much of a lift to the housing market, which we expect to remain in its structural malaise as mortgage rates stay above 6% over the forecast period. We... 12th August 2026 · 11 mins 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
