Research Briefing
Our expectation for the US industrial sector to outperform other major commercial real estate sectors is predicated on the persistence...
Real Estate
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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...
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...
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
Our view is that European commercial real estate (CRE) is not out of the woods yet, but things are looking...
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...
Consulting Report
The furnished housing market has long been perceived as an insignificant market segment. Our research shows that in 2022 about...
Research Briefing
Following a significant increase in 2021 and 2022, multifamily rents are trending down. Looking into 2024, rent growth is projected...
