Looking at the commercial real estate sector in 2024, we see five key themes that are likely to dominate the...
Real Estate
Filter content
Tag
Region
Research Briefing
After a difficult 2023, we think five key themes will shape the outlook for commercial real estate next year.
Research Briefing
While we expect that sector selection will still be an important component to generating alpha in commercial real estate investment,...
Research Briefing
Global GDP growth and inflation will slow in 2024 and central banks will begin to pivot in H2 – at...
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...
Research Briefing
Recent months have been tough for China and its major cities. While year-on-year growth rates picked up in Q2, they...
Research Briefing
Most metros have had steady GDP and job growth in 2023 but will start to see quarterly declines in Q4...
Research Briefing
The year ahead will be tough for Canadian metros, with a range of pressures imposed upon them. However, there are...
Research Briefing
Our view is that European commercial real estate (CRE) is not out of the woods yet, but things are looking...
The retail property report provides a detailed investigation of the Australian retail market, focusing on expected trading conditions and investment...
Research Briefing
We still think that the US economy is headed for a slowdown at the turn of the year. Three factors...
Research Briefing
The shift to flexible ways of working and using office space was already underway prior to the pandemic with the...
Research Briefing
The major CBD Australian office markets are oversupplied, with double-digit vacancy rates that should be suppressing rental growth. However, historically...
In Asia Pacific and in Europe, total employment growth in major cities over the period 2023-27 is likely to lag...
Research Briefing
Financial pressures from surging material costs and supply chain disruption are easing in the UK, but we remain downbeat on...
