Research Briefing
Our measure of financial conditions has become less restrictive in the US and started to loosen in the eurozone and...
Research Briefing
Our measure of financial conditions has become less restrictive in the US and started to loosen in the eurozone and...
Research Briefing
The work-from-home movement has proven it has staying power. As a main driver of the structural shift in the office...
Research Briefing
The office sector in Australia is facing several headwinds, including reduced demand from hybrid working arrangements, slowing economic and employment...
Recent European valuations data from MSCI for Q2 confirmed that capital values are still falling, but at a slower pace...
Our new global relative return index (RRI) signals that commercial real estate (CRE) investment opportunities should slowly and selectively emerge...
Research Briefing
Even as commercial real estate investment declines, there are still pockets of opportunity in the sector and we think those...
Research Briefing
The divergence in yield curves across markets has been notable, with most experiencing significant upward shifts in the last two...
In Asia Pacific and in Europe, total employment growth in major cities over the period 2023-27 is likely to lag...
Research Briefing
The bank loan disposals over the past several months are evidence of the impact from tighter credit conditions on CRE....
Research Briefing
We expect the intensifying headwinds from higher interest rates, tightening lending standards, and weakening economic conditions to result in a...
Research Briefing
Recent bank funding turmoil is likely to lead to tighter lending conditions in commercial real estate markets in the Asia-Pacific...
We now expect eurozone all-property capital values to fall by 10% this year, after a 3% correction last year, and...
Research Briefing
The recent turmoil in US bank funding will likely feed into tighter lending standards to commercial property, dampening the outlook...
Research Briefing
The failure of two US banks caught financial markets by surprise but we believe the macroeconomic implications are minor and...
Research Briefing
Though a correction in values is firmly underway for European commercial real estate markets, we believe the worst is yet...
Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate.
Looking into 2023, real estate developers and investors will continue facing multiple pressures. The months ahead will see difficult discussions...
Research Briefing
With the world on the cusp of a property market downturn, we have modelled three scenarios for more severe housing...