Research Briefing
Hurricane Helene will affect the labor market, consumer spending, housing, corporate profits, and industrial production, but the implications for Q4...
Housing
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Displaying 1 to 20 of 211 results
In this month’s video, Tony Stillo outlines why we think it will take another decade to build enough homes to...
Research Briefing
We believe that building enough homes to restore housing affordability across Canada will likely take another decade.
Research Briefing
We believe that developed market real estate investment trusts (DM REITs) are poised for a sustained period of positive performance...
Research Briefing
A substantial backlog of work is supporting building construction activity in the face of falling permits. Building companies in the EU report a 11.5-month backlog of...
In this month’s Canada Up Close, Cassidy Rheaume, Associate Economist, discusses why we expect lower house prices and falling mortgage...
Consulting Report
Oxford Economics were commissioned by British Gas to undertake a social return on investment analysis of the British Gas Energy...
Research Briefing
Lower house prices and falling mortgage rates will reduce stubbornly high shelter inflation and help return headline CPI inflation to...
Research Briefing
As the UK population ages, time-use data suggest that the property sectors with structural tailwinds will be those that provide...
Research Briefing
We expect the significant increases in fund maturities, spurred by capital raised over the past decade, to exert upward pressure...
Total mortgage payments surged after the Bank of Canada began aggressively hiking interest rates in early 2022. In this month’s...
Research Briefing
Mortgage payments have soared since the Bank of Canada began aggressively hiking interest rates in early 2022, and there is...
Research Briefing
In our March baseline we revised down substantially our long-term forecast for housing starts to better align it with our...
Research Briefing
Among major European cities, we think London offers the best outlook for residential real estate based on demographic trends and...
Research Briefing
House prices increased in all but a handful of metros in Q4 2023 as indicated by their Federal Housing Finance...
In this infographic, we present the themes that are crucial to location decisioning in 2024 and pinpoint potential bright spots.
Research Briefing
The recent sharp fall in mortgage rates and continued strong growth in wages has significantly reduced the scale of the...
Research Briefing
The outlook for European residential real estate is improving. The prospect of lower interest rates means house price corrections are...
Research Briefing
Ahead of this spring's Two Sessions, we expect officials to realistically stake their growth target at around 4.5% in 2024...
Consulting Report
The supply chain disruptions triggered by the coronavirus pandemic, the blockade of the Suez Canal, and Russia's invasion of Ukraine...
