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Investment and location decisions on real estate, enhanced through the lens of economics.

Latest Real Estate Forecasts and Reports

Changing interest rates, a post-Covid shift in demand and climate change are disrupting the way professionals evaluate, invest in and manage real estate. To achieve sustainable success, real estate leaders must closely examine the fundamental factors shaping the market, including economic, demographic, employment and climate trends, as well as financial, sector, travel and spending factors.

Access our analysis that encompasses both the big picture and deep dive, to optimise your location decisioning and build resilience into your real estate strategy.

Shrinking supply delivery will support APAC CRE performance

Commercial real estate development pipelines across Asia-Pacific are contracting structurally. Falling supply over the next two-three years is creating a window for operating fundamentals to improve.

Canada industrial real estate outlook 2026: Capital returns improve

Canada’s industrial property outlook for 2026 points to broad resilience. Explore which markets fare better and the key risks influencing performance.

Real Estate Key Themes 2026: CRE deal recovery delayed, not derailed

Real estate is still poised for a revival in 2026. Although 2025’s deal recovery was delayed, the key fundamentals remain in place for renewed momentum.

Inflation and bond yield shocks in Europe affect RE returns the most

Our modelling shows European real estate is most exposed to inflation and bond-yield shocks, with impacts varying widely across cities and sectors.

Shrinking development pipeline supports CRE rental growth in Europe

Europe’s shrinking development pipeline is tightening vacancies and lifting rental growth across key CRE sectors. Which cities and regions are set to grow fastest?

2026 US real estate supply outlook

Explore how shifting supply trends are shaping industrial, office, retail and residential real estate in 42 US metros. Download our infographic today.

See the future of real estate

In this environment of higher government bond yields and heightened economic uncertainty, robust fundamental analysis is more critical than ever for commercial property decisions. Our Real Estate Economics Service is designed to provide a deeper and more consistent understanding of the forces driving real estate performance worldwide.

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How can we support you

Forecast real estate performance

We provide independent, forward-looking intelligence that helps you quantify the impacts of inflation, interest rates, geopolitics, capital markets, climate change and sectorial trends on real estate investment returns, enabling you to optimise investment decisions.

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Optimise location decision making

Our unmatched coverage of over 8,000 global cities and regions, coupled with robust scenario tools offers a unique blend of the big picture overview and deep dive analysis into various property types and the cities and countries they operate in.

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