Our new index of European real estate obsolescence finds that the Nordic countries have the lowest risk of obsolescence and are best placed for the...
US | Retail real estate pricing rebound looks unlikely
Posted by Christopher Babatope on Jan 17, 2022
Much has been written about the rebound in US retail fundamentals with some real estate commentators suggesting that the strengthening near-term...
London monitor | The London economy was growing strongly when Omicron hit
Posted by Richard Holt on Jan 7, 2022
The latest data point to a strong recovery underway in London in Q4 2021. But this pace of expansion will have been hit by the Omicron Covid-19...
Global | The global real estate rebound is under threat
Posted by Christopher Babatope on Dec 9, 2021
A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is for global all...
Canada | Can households handle higher interest rates?
Posted by Tony Stillo on Dec 8, 2021
Canada entered the pandemic with historically elevated household debt, and a C$193bn surge in mortgage borrowing during the pandemic has raised...
London Monitor | London continues to recover. But the path just got a bit rockier.
Posted by Richard Holt on Dec 7, 2021
We have lowered our Greater London GDP forecast to 5.4% in 2022 after 5.7% in 2021. Inner London sees 5.5% growth in both years. This reflects the...
Rural economies: new digital technologies will not offset remoteness
Posted by Hugo Bessis on Dec 7, 2021
The pandemic has created a rise in working from home, and the new technologies may similarly make it easier for some rural businesses to compete with...
Global | The real estate bounce will extend into 2022
Posted by Innes McFee on Nov 26, 2021
After bouncing back from the pandemic in 2021, global real estate will likely have another strong year in 2022 – we expect returns of 8%. Despite...
Global | Real estate is not a hedge for this type of inflation
Posted by Innes McFee on Nov 26, 2021
The received wisdom that real estate is a good inflation hedge is an oversimplification. This is revealed by our two plausible high inflation...
London Monitor | Growth held back by national factors and low visitor numbers
Posted by Richard Holt on Nov 5, 2021
The easy gains from re opening the London economy have now mostly been realised, and the visitor economy is still weak. Meanwhile, mounting pressures...