Looking at the commercial real estate sector in 2024, we see five key themes that are likely to dominate the...
Real Estate Downturn
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Research Briefing
The bank loan disposals over the past several months are evidence of the impact from tighter credit conditions on CRE....
We think the stabilisation in global house prices is likely to prove short-lived. Already, the factors that prompted it, such...
Research Briefing
We expect the intensifying headwinds from higher interest rates, tightening lending standards, and weakening economic conditions to result in a...
Research Briefing
We think the stabilisation in global house prices is likely to prove short-lived. Already, the factors that prompted it, such...
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.
Research Briefing
Policies aimed at managing China's housing slump have led investors to query the shape and depth of a market correction....
Research Briefing
With the world on the cusp of a property market downturn, we have modelled three scenarios for more severe housing...
Research Briefing
We do not believe the moderate recession forecast this winter and the deepening housing correction completely undermines the medium-term case...
Research Briefing
Debt costs continue to soar across advanced economies, threatening to push commercial real estate markets into distress. We believe that...
Research Briefing
The cost of debt for real estate has risen steeply in recent months, as credit conditions tighten, loan margins widen,...
Research Briefing
The ongoing surge in mortgage rates in advanced economies threatens to push some housing markets into steep downturns. Housing prices...
