Research Briefing
We have cut our China growth forecast to 3.2% in 2022, from 4% previously, reflecting dismal Q2 growth and the...
Real Estate
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Research Briefing
Mortgage payment boycotts in China are a worrying development. But rather than being a potential trigger of crisis, we think...
Research Briefing
We have significantly downgraded our global real estate outlook since the launch of the Real Estate Economics Service six months...
Research Briefing
Housing affordability deteriorated in Q1 2022 in both the US and Canada, according to our updated Housing Affordability Indices. Income...
Research Briefing
Powered by HomeBuilder and record low interest rates, total building activity rebounded 13% in FY2021 to $131.21 billion (constant FY2020...
Research Briefing
The global economic outlook has shifted drastically in the three months since our last global real estate scenario research briefing. The war in...
Research Briefing
In the current environment of high construction and debt costs, new office development in the City of London looks difficult...
Research Briefing
After negotiating the Omicron wave in Q1, Canadian households in all provinces are now facing high inflation and—as we expected—the...
The Federal Reserve is worried about inflation and has made a big step to tackle it, raising the federal funds...
Research Briefing
The scale of the increases in debt costs, coupled with the low-yielding environment makes some repricing highly likely for gateway...
Research Briefing
UK commercial real estate costs will increase more sharply than inflation this year, resulting in the widest margin since records...
Research Briefing
Housing affordability worsened in Q4 2021 at the national level in both the US and Canada, according to our updated...
The new US Real Estate Economics Service helps companies understand the implications of macroeconomic, geopolitical, financial and climate change on...
Research Briefing
As a developing area in the residential space, the Australian build-to-rent (BTR) sector has a strong pipeline of mooted developments....
Research Briefing
Our analysis of property total returns and inflation suggest that the apartment sector is best positioned to weather the inflation...
Research Briefing
Propelled by continued capital value growth, returns of US industrial real estate will average nearly 12% over the forecast horizon.
Research Briefing
US retail real estate returns are expected to accelerate this year, reaching 4.4%, despite growing geopolitical uncertainty, higher inflation, and...
Research Briefing
Decarbonising Europe's building stock will require a huge programme of renovations to reduce emissions of greenhouse gases by 2050. This...
Research Briefing
The recent pullback in equity prices has provided some additional headroom for valuations and means that we now forecast slightly...
Research Briefing
Despite growing uncertainty about geopolitics, inflation, and interest rates, US office total returns are expected to reach 6.3% this year.
