Despite growing uncertainty about geopolitics, inflation, and interest rates, office total returns are expected to reach 6.3% this year. Rising...
Global | Russia-Ukraine war adds to the risks facing global real estate
Posted by Christopher Babatope on Mar 18, 2022
The global economic outlook has deteriorated, with downside risks threatening global real estate. In this Research Briefing, we share our baseline...
United Kingdom | Housing market to cool after 2021 boom
Posted by Andrew Goodwin on Mar 2, 2022
We expect the UK housing market to remain stuck in a state of high prices-low transactions. Though price growth should cool, a soft landing is more...
Global | Russia’s invasion will trim real estate returns
Posted by Mark Unsworth on Mar 2, 2022
Our latest baseline forecast incorporates the economic impact of the Russia-Ukraine conflict, which has led us to downgrade our real estate...
Global | Real estate looks solid despite inflation and rate risks
Posted by Christopher Babatope on Feb 21, 2022
While cause for worry remains relatively low, the chances of a higher inflation regime have increased. In this report, we analyse the key underlying...
Global | Why industrial real estate prospects may weaken
Posted by Christopher Babatope on Feb 10, 2022
While industrial real estate performance is expected to remain strong in the near term, longer-term prospects are more uncertain. Three specific...
London monitor | London’s economic growth to slow in 2022 as recovery matures
Posted by Richard Holt on Feb 7, 2022
There are two factors explaining this. Omicron stifled activity in December 2021 and the opening part of the new year, leading us to downgrade our...
United Kingdom | Population decline needn’t mean sub-par CRE returns
Posted by Mark Unsworth on Feb 7, 2022
Our population projections for the UK now show it declining from the late 2030s, which will impact demand for real estate. As a result, we have...
Global | Real estate to outperform bonds and equities
Posted by Mark Unsworth on Jan 28, 2022
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and equities. We...
North America | US and Canada housing affordability edged down in Q3
Posted by Oren Klachkin on Jan 21, 2022
Our updated Housing Affordability Indices (HAIs) show affordability declined in Q3 2021 at the national level in the US and Canada as income gains...