Research Briefing
Based on our analysis, most investors are likely to allocate heavily towards industrial and away from offices over the next...
Research Briefing
Based on our analysis, most investors are likely to allocate heavily towards industrial and away from offices over the next...
Research Briefing
Total construction work done is forecast to expand 8.8% in 2024 after falling 0.1% last year. Demand for construction came...
Research Briefing
We forecast total construction work done to accelerate 4.8% in 2024. Civil engineering construction and non-residential building will drive the...
Research Briefing
The commercial real estate landscape has undergone considerable changes due to the recent surge in interest rates and emerging funding...
Recent European valuations data from MSCI for Q2 confirmed that capital values are still falling, but at a slower pace...
Research Briefing
Our view is that European commercial real estate (CRE) is not out of the woods yet, but things are looking...
Research Briefing
We are adding a depreciation risk premium that incorporates climate transition risk to our required returns framework.
Research Briefing
The cost of debt for real estate has risen steeply in recent months, as credit conditions tighten, loan margins widen,...