The industry's own research.
86 items
showing 61–86 of 86

Capital Economics examines structural demand drivers in senior housing amid investor diversification from commercial property downturns.

Capital Economics assesses recovery opportunities in retail real estate following e-commerce disruption, oversupply, and pandemic impacts on physical store demand.

Capital Economics analysis forecasts a prolonged UK commercial real estate recovery constrained by elevated interest rates and structural office sector challenges over the next three years.

Capital Economics forecasts a temporary slowdown in European commercial property value growth, with prime office outperformance expected to diminish as risk-free rates decline and geopolitical impacts remain limited.

Capital Economics shares insights and outlook perspectives on alternative real estate assets drawn from client roundtable discussions.

Capital Economics analyzes near-term headwinds to eurozone industrial rental growth amid weak economic activity, balanced against expectations for above-average growth recovery longer-term.

Capital Economics analysis of MSCI data centre performance metrics in the UK and US, examining outperformance trends and emerging sector risks.

Capital Economics analyzes the structural drivers supporting continued outperformance of European student accommodation over the next decade, citing income returns, demand fundamentals, and supply constraints.

Capital Economics analysis of European commercial property trends showing continued office value growth alongside retail and industrial sector slowdowns and geopolitical risk factors.

Analysis of leisure asset demand dynamics amid consumer spending pressures, with perspective on sector recovery trajectory.

Capital Economics analyzes European commercial property valuations and yield trends in response to geopolitical and alternative asset market dynamics.

Capital Economics reviews consensus forecasts for euro-zone prime office rental growth, assessing resilience of prime office rents amid geopolitical developments.

Capital Economics examines long-term demographic drivers of care home demand across Asia and North America, noting offsetting factors that may keep seniors aging in place.

Capital Economics analysis of Q1 RICS survey sentiment across European commercial property markets, highlighting weakness in France and Germany alongside regional performance in Spain, Portugal, and Poland.

Capital Economics examines recovery trends in student accommodation investment and the diversification of funding sources expected over the coming decade.

Capital Economics examines how Hungary's election result may improve investor sentiment and economic prospects with potential positive spillovers to the real estate market.

Analysis of how rising commercial real estate construction costs, driven by geopolitical factors, are affecting project profitability with varying impacts across retail and hospitality sectors.

Capital Economics analyzes global hotel market dynamics, examining near-term demand pressures from consumer spending and geopolitical factors alongside longer-term performance trajectories by region.

Capital Economics analysis of global commercial property market dynamics, examining impacts of economic uncertainty and interest rate movements on property activity.

Capital Economics examines the potential impact of AI-driven job displacement on office real estate demand, analyzing exposure by sector and pre-leasing trends.

Capital Economics analyzes how comparative affordability between renting and owner-occupation is expected to support rental demand across European markets, particularly in Germany.

Analysis of how central banks may respond to the inflation shock from the Middle East conflict.

The Q4 2025 chart pack shows European commercial property valuations holding steady in the third quarter, supported by lower equity dividend yields despite higher government bond yields.

With yields expected to hold broadly stable, Capital Economics sees UK commercial property delivering steady income led returns. Retail is positioned as the top performing sector on a strong income return.

Capital Economics expects further capital value declines across all US sectors during the year, with valuations looking stretched and forecasts running below the PREA and ULI consensus.

Capital Economics expects UK all-property total returns to average only 7.5 percent per annum over 2025-29, a weak recovery by past standards. Rental growth continues to surprise on the upside while capital value recovery loses momentum.