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Capital Economics
UK Commercial Property Update: RE:UK Consensus Forecasts
Capital Economics reports on RE:UK consensus forecasts indicating that elevated risk-free rates are expected to pressure commercial property capital values and total returns in 2026.
Capital MarketsUnited KingdomU.S. National
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Capital Economics
UK Commercial Property Update: Residential Assets Have a Bright Future
Analysis of UK residential asset prospects highlighting supply constraints driving rental growth expectations and subdued house price outlook amid rising maintenance costs.
MultifamilySingle-Family RentalUnited KingdomU.S. National
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Capital Economics
UK Commercial Property Valuation Monitor Q2 2026
Capital Economics' quarterly assessment of UK commercial property valuations, examining yield movements across property and alternative assets and their forward outlook.
Capital MarketsAlternativesOfficeUnited KingdomU.S. National
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Capital Economics
UK Commercial Property Update: RICS Survey on Property Yields and Geopolitical Impact
A RICS survey analysis examining surveyor expectations for UK commercial property yields and sectoral occupier demand in relation to geopolitical tensions.
OfficeRetailIndustrial & LogisticsUnited KingdomU.S. National
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Capital Economics
The Impact of AI on Commercial Property Returns
Analysis of how artificial intelligence will influence commercial real estate demand and returns across sectors, with particular attention to both beneficiaries and challenged property types.
EconomyAlternativesData CentersUnited KingdomU.S. National
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Capital Economics
Quarterly UK Commercial Property Outlook
Capital Economics provides sectoral analysis and five-year forecasts for UK commercial property, including residential market performance projections.
MultifamilyOfficeRetailUnited KingdomU.S. National
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NAHB — Eye on HousingNews
U.S. Economy Adds 57,000 Jobs in June
The U.S. labor market added 57,000 nonfarm payroll jobs in June 2026, the smallest gain since February, with downward revisions of 74,000 jobs to April and May reports indicating weaker underlying hiring momentum than initially reported. Residential construction employment declined 8,600 jobs in June and has shed 48,800 jobs over the past 12 months, marking the sixteenth consecutive month of annual decline, while the construction unemployment rate rose to 6.2%, the highest level since July 2021.
HomebuildersEconomyU.S. NationalUnited States
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Trepp
America at 250: What the Original Colonies Tell Us About Modern CMBS
Trepp analyzed private-label CMBS exposure across metropolitan areas tied to the original thirteen colonies, finding that New York remains dominant while southern colonies like Georgia and North Carolina have become stronger securitization markets due to multifamily and industrial growth, whereas legacy northeastern markets including Philadelphia and Baltimore face elevated office-related stress. The analysis examined three historic properties currently in CMBS deals: Hotel del Coronado performing strongly with a 57% LTV, 55 Wall Street on the watchlist due to cash flow reporting discrepancies despite full occupancy, and Historic Inns of Annapolis in special servicing with 88% LTV and declining occupancy metrics.
CMBSDebt & FinancingCapital MarketsU.S. NationalUnited States
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Capital Economics
US Commercial Property Update: Q2 2026 PREA Consensus Forecasts
Capital Economics reports on revised PREA consensus total return forecasts for US commercial real estate in 2026–2027, with notable downward adjustments particularly affecting the residential sector.
MultifamilyCapital MarketsU.S. National
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Capital Economics
US Commercial Property Chart Pack
Capital Economics analysis of US commercial property capital values and market dynamics in Q1 2026, examining geopolitical risks and their potential impact on the sector.
Capital MarketsOfficeMultifamilyU.S. National
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Capital Economics
US Commercial Property Valuation Monitor Q2 2026
Analysis of commercial property valuation trends showing deterioration in Q1 2026 driven by elevated alternative asset yields amid geopolitical tensions, with further weakness expected in Q2.
Capital MarketsAlternativesU.S. National
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Capital Economics
US Commercial Property Update: Q1 RICS Survey on Geopolitical Impact
Capital Economics analysis of Q1 RICS survey data showing how geopolitical tension affects occupier and investor sentiment in US commercial real estate markets and capitalization rate expectations.
EconomyOfficeRetailU.S. National
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Capital Economics
Retail and Hospitality Sectors to Bear the Brunt of Iran War
Analysis of how geopolitical conflict affects commercial real estate through energy costs and household disposable income, with differential sector impacts.
RetailHospitalityEconomyU.S. NationalGlobal
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Capital Economics
Global Economic Outlook: Forecasting through the fog of war
Capital Economics assesses the macroeconomic implications of a potential Iran conflict on global inflation, GDP growth, and central bank policy responses.
EconomyU.S. NationalGlobal
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Capital Economics
Alternative Real Estate Sectors Set to Gain More Ground
Capital Economics examines how alternative real estate sectors are positioned to benefit from structural trends and lower cyclical sensitivity in a weak economic growth environment.
AlternativesData CentersLife SciencesU.S. NationalGlobal
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Capital Economics
Changing Living Costs Key for Remote Worker Migration
Analysis of remote worker migration patterns across 52 US metros, examining how cost of living influences destination attractiveness with Nashville ranked as top draw.
EconomyU.S. National
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Capital Economics
Iran Conflict: Small Downside Risk to US Commercial Real Estate Returns
Capital Economics analysis examines how potential energy cost increases from Iran conflict may affect US commercial real estate returns through occupier margin pressure and rental demand impacts.
EconomyCapital MarketsU.S. National
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Capital Economics
NYC Won't Be Alone in Facing Difficult Budget Decisions
Analysis of how New York City's proposed property tax increase reflects broader municipal budget pressures affecting major U.S. cities' commercial real estate sectors.
EconomyOfficeRetailU.S. NationalNew York
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Capital Economics
What COVID-19 means for real estate out to 2030 and beyond
Capital Economics analyzes the ongoing effects of the pandemic on global commercial real estate performance and market differentiation through 2030.
EconomyAlternativesCapital MarketsU.S. NationalGlobal
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Capital Economics
UK Commercial Property Focus: Why This Will Be the Slowest Global Recovery on Record
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.
OfficeCapital MarketsU.S. NationalUnited Kingdom
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Walker & Dunlop
Why the U.S. Housing Shortage is Really a Price-Point Problem
Analysis examining the structural relationship between housing supply constraints and affordability across different price segments in the U.S. residential market.
Affordable HousingHomebuildersEconomyU.S. NationalUnited States
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Capital Economics
Europe Commercial Property Outlook: Prime Office Outperformance to Wane
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.
OfficeEuropeU.S. National
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Capital Economics
Key Takeaways from Alternative Assets Roundtables
Capital Economics shares insights and outlook perspectives on alternative real estate assets drawn from client roundtable discussions.
AlternativesData CentersLife SciencesEuropeU.S. National
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Capital Economics
Europe Commercial Property Update: Near-term Industrial Downgrade, Long-term Outlook Solid
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.
Industrial & LogisticsEuropeU.S. National
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Capital Economics
European Student Housing Outperformance Has Further to Run
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.
Student HousingEuropeU.S. National
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Capital Economics
Europe Commercial Property Chart Pack
Capital Economics analysis of European commercial property trends showing continued office value growth alongside retail and industrial sector slowdowns and geopolitical risk factors.
OfficeRetailIndustrial & LogisticsEuropeU.S. National
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Capital Economics
Europe Commercial Property Valuation Monitor
Capital Economics analyzes European commercial property valuations and yield trends in response to geopolitical and alternative asset market dynamics.
Capital MarketsOfficeRetailEuropeU.S. National
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Capital Economics
Europe Commercial Property Update: Prime Office Rents Forecast
Capital Economics reviews consensus forecasts for euro-zone prime office rental growth, assessing resilience of prime office rents amid geopolitical developments.
OfficeEuropeU.S. National
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Capital Economics
Care Home Demand to Boom in Asia and North America
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.
Senior HousingEuropeU.S. National
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Capital Economics
Europe Commercial Property Update: Q1 RICS Survey Points to Softening Market
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 MarketsOfficeRetailEuropeU.S. National
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Capital Economics
Student Housing Investment Set to Diversify
Capital Economics examines recovery trends in student accommodation investment and the diversification of funding sources expected over the coming decade.
Student HousingCapital MarketsEuropeU.S. National
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Capital Economics
Election signals reset opportunity for Hungary's real estate
Capital Economics examines how Hungary's election result may improve investor sentiment and economic prospects with potential positive spillovers to the real estate market.
EconomyOfficeRetailEuropeU.S. National
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Capital Economics
CRE Construction Cost Rises Most Impactful in Retail and Hotels
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.
RetailHospitalityEuropeU.S. National
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Capital Economics
Weaker Near-Term Hotel Outlook; Europe Better Placed
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.
HospitalityEuropeU.S. National
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Capital Economics
Global Commercial Property Chart Pack
Capital Economics analysis of global commercial property market dynamics, examining impacts of economic uncertainty and interest rate movements on property activity.
Capital MarketsEconomyOfficeEuropeU.S. National
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Capital Economics
How will AI job cuts influence office demand?
Capital Economics examines the potential impact of AI-driven job displacement on office real estate demand, analyzing exposure by sector and pre-leasing trends.
EconomyOfficeEuropeU.S. National
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Capital Economics
Affordability of Renting vs Buying: A Tailwind for Rental Demand in Europe
Capital Economics analyzes how comparative affordability between renting and owner-occupation is expected to support rental demand across European markets, particularly in Germany.
MultifamilyEuropeU.S. National
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AEW
North America Seniors Housing Market Perspective
AEW provides research-based market analysis and investment perspective on the North American seniors housing sector, informed by integrated research teams across major regions.
Senior HousingU.S. NationalEurope
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AEW
European Residential Expected To Remain Resilient If Prolonged Middle East Conflict Triggers Downside Scenario
AEW research assesses European residential market resilience under geopolitical risk scenarios, examining how prolonged Middle East conflict could impact sector performance.
MultifamilyU.S. NationalEurope
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