Research Briefing
Our view remains that the most severe risks in commercial real estate are concentrated in the office sector, as it...
Research Briefing
Our view remains that the most severe risks in commercial real estate are concentrated in the office sector, as it...
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
Overall, the downturn in the property sector is much less severe than in some previous cycles, especially for residential property....
Oxford Economics set the stage for the year ahead, at our inaugural Global Economic Outlook Conference, in London on Wednesday,...
Research Briefing
Our expectation for the US industrial sector to outperform other major commercial real estate sectors is predicated on the persistence...
Research Briefing
We think that global real estate investment trust (REIT) prices will continue to grow in H1 on the expectation that...
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...
Research Briefing
Over a third of London’s greenhouse gases arise from heating and lighting the capital’s residential buildings. Removing those emissions by...
Research Briefing
We are unconvinced that recent measures mark a turning point in China's housing downturn, just as we were cautious of...
Looking at the commercial real estate sector in 2024, we see five key themes that are likely to dominate the...
Research Briefing
After a difficult 2023, we think five key themes will shape the outlook for commercial real estate next year.
Research Briefing
Our measure of financial conditions has become less restrictive in the US and started to loosen in the eurozone and...
Research Briefing
While we expect that sector selection will still be an important component to generating alpha in commercial real estate investment,...
Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
Research Briefing
The work-from-home movement has proven it has staying power. As a main driver of the structural shift in the office...
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...