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Analysis of the recovering UK retail investment market, with steady institutional demand and improving sentiment as buyers respond to rental growth and relative stability.

Monthly snapshot of UK commercial property investment activity, yields and sentiment across the office, industrial and retail sectors.

Colliers' Spring 2025 Retail Report examines how the U.S. retail sector is adapting to a fast-changing consumer and economic environment, including an interview with Hotel Chocolat's CEO.

Sector-by-sector breakdown of the outlook for UK commercial real estate investment in 2025, assessing how economic recovery and interest-rate moves shape each asset class.

European real estate investors face new climate-disclosure and retrofitting requirements in 2025, with sustainability-compliant assets commanding premiums and stronger financial performance.
The key reports this week are December CPI, Existing Home Sales and November Retail Sales. Also, New Home Sales for September and October will be released. For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released. …

The annual outlook reviews Canadian commercial real estate fundamentals and investment themes across the office, industrial, multifamily and retail sectors.

The June 2026 Beige Book provides a District-by-District summary of current economic conditions, including real estate demand, leasing and lending trends.

The quarterly snapshot reviews UK commercial real estate performance, returns and investor sentiment, with retail expected to be a standout sector as capital returns at greater scale.

The MarketBeats hub aggregates quarterly office, industrial, retail and multifamily statistics across U.S. metros, updated each quarter.

The annual review summarizes GWL Realty Advisors portfolio performance, development pipeline and investment activity across Canadian real estate sectors for 2025.

Drawing on estimates from more than 200 CBRE professionals, the survey found cap rates stabilized across major property types in the second half of 2025, with most respondents believing yields have reached their cyclical high.

Moody's Analytics CRE insights forecast roughly $805 billion in CRE lending for 2026, a 38% increase from 2025, with office and retail stabilizing and multifamily facing short-term headwinds.

Green Street published its 2026 annual sector outlooks with market forecasts across U.S. property types. The reports deliver supply, demand and pricing projections for institutional investors.

Newmark's valuation and advisory survey gathers practitioner views on pricing, cap rates and transaction conditions across North American property types for 2026.

The January research brief reviews labor market conditions and their implications for commercial real estate demand across property types in 2026.
The Q4 2025 monitor identified early signs of stabilisation across the UK commercial property market despite continued macroeconomic headwinds from inflation and elevated bond yields.
ICSC's post-holiday consumer survey found shoppers increased spending over the 2025 holiday season while price sensitivity influenced behavior. The findings track retail demand and consumer resilience.

Newmark Research frames its 2026 base case as a decaf stagflation environment, with industrial supply and demand rebalancing, office demand building and slowing multifamily supply shaping rent growth.

The January 2026 Beige Book summarises commentary on current economic conditions across the twelve Federal Reserve Districts, including commercial real estate, construction and lending activity.

The Greater Los Angeles edition reviews local office, industrial, retail and multifamily conditions for 2026, noting the lagging office market is bottoming out.

CBRE's flagship annual outlook projects U.S. GDP growth slowing to 2.0% in 2026 and commercial real estate investment rising 16% to roughly $562 billion, with returns described as income driven.

The outlook notes 2025 office originations were the highest since the Great Recession even as office delinquencies stayed elevated, creating a bifurcated environment. Morningstar DBRS maintains a stable view on hotel, retail and multifamily sectors despite asset- and market-specific stress.

Retail enters 2026 with solid momentum on resilient consumer spending, with net absorption expected to exceed 10 million square feet and vacancy edging up 20 basis points to 5.2%.

J.P. Morgan's 2026 commercial real estate outlook sees multifamily and industrial staying strong, retail steady and office recovering in select metros, with improving transaction volumes despite macro headwinds.

B+E's Q4 2025 net lease cap rate report provides a real-time snapshot of pricing, supply and investor demand across retail, industrial and specialty sectors. QSR properties averaged a 5.68 percent cap rate with 13.4 years of remaining lease term, while convenience store cap rates sat at 5.62 percent.

The Boulder Group reported single tenant net lease cap rate stabilization continued in the fourth quarter of 2025, with overall cap rates increasing one basis point to 6.81 percent and retail cap rates compressing to 6.55 percent. High-credit retailers commanded sub-6 percent cap rates while challenged tenants traded above 7 percent.

The quarterly market update covers leasing, investment and pricing conditions across Canadian commercial property. The national office availability rate fell 100 basis points year over year to 16.6 percent.

PGIM Real Estate views valuations as near cyclical lows globally, positioning 2026 as a compelling investment vintage amid supply shortages, rising grade-A rents and structural demand. Investor surveys point to a pick-up in transaction volume across all sectors.

BGO chief economist Ryan Severino presents the firm's 2026 global outlook, projecting modest growth near 2 percent with moderating inflation and easing central banks. Industrial, housing and data centers are highlighted as the strongest investment opportunities.

The ANREV Australia Core Open End Fund Monthly Index gross return report covering October to December 2025, tracking the net asset value performance of Australian core open-end non-listed real estate funds.

The quarterly report tracks U.S. shopping center leasing, absorption and rent trends. It covers supply, demand and pricing conditions across national retail markets.

B+E analyzes quick-service restaurant net lease investment trends using its proprietary 1031 trade database. The report tracks QSR on-market supply, cap rate movement and remaining lease term heading into 2026.

A total of 17.5 billion pounds was traded in UK commercial property in Q4 2025, a 78 percent increase quarter-on-quarter and 13 percent rise year-on-year, roughly 32 percent above the five-year quarterly average. Industrial investment rose sharply while office and retail activity also recovered.

Principal characterized the CRE cycle as having moved into recovery with returns diverging sharply across sectors, regions and strategies, signaling an alpha-driven environment requiring careful asset and market selection.

The first quarter 2026 U.S. outlook sets out BGO's house views on the economy and commercial real estate sectors. The report assesses fundamentals across industrial, housing, retail and office as the cycle turns.

Annual net absorption fell from 20.5 million sq ft in 2024 to 852,722 sq ft in 2025 despite more than 12 million sq ft of tenant growth in the fourth quarter. Deliveries in 2025 totaled 253.6 million sq ft, down 52 percent from the 526 million sq ft record set in 2023.

The overall capitalization rate for the four benchmark asset classes eased 1 basis point to 5.92 percent in the fourth quarter of 2025. Halifax, Vancouver and Toronto led investor preference, with food-anchored retail strips remaining the most sought-after property type for an eighth consecutive quarter.
An ICSC survey found nearly 9 in 10 consumers planned to shop in the final days before December 25. The data underscores the durability of last-minute holiday retail demand.

The December 2025 RCA CPPI release reports the National All-Property Index up 2.4 percent from a year earlier, with recent momentum stronger as the annualized change averaged 9.7 percent over the prior three months. The indexes cover the major property sectors and US metros.

The quarterly survey aggregates independent forecasts for UK commercial property rental value growth, capital value growth and total returns across sectors through 2029.

Clarion's third quarter 2025 update tracks stabilizing values and income-driven performance across U.S. property. The firm believes the market is embarking on a new cycle following a peak-to-trough value decline of 18.7 percent.

The quarterly snapshot of UK real estate market trends features retail warehousing as the theme in focus.

In its 23rd edition, the report found sentiment shifting from cautious optimism to pragmatism, with the share of leaders concerned about deglobalisation more than doubling to 70 percent, while London, Madrid, Paris and Berlin led the city rankings.

Savills tracks UK commercial investment activity and pricing across sectors. UK 2025 investment volume reached 54 billion pounds, 4 percent up on the prior year.
The monthly report finds the office market showing tentative improvement in November, with annual absorption losses narrowing sharply although demand remained slightly negative.

The third quarter 2025 NPI press release reports continued stability in institutional returns across the major property types, with income returns holding steady.

CRED iQ's third-quarter 2025 market update reviews CMBS distress trends and broader commercial real estate conditions across major property sectors.

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.

Altus Group analyzes valuation parameters and capitalization rate movements across benchmark Canadian property types. The analysis tracks pricing shifts shaped by monetary policy and trade conditions.

Northmarq's multi-tenant net lease MarketSnapshot reports private buyers accounted for 56 percent of multi-tenant acquisitions through the third quarter of 2025, with institutional investors at 22 percent and institutional share up 9 percent since 2023.

Northmarq's net lease MarketSnapshot tracks cap rates, pricing, and buyer composition across the single-tenant net lease market, with private buyers continuing to dominate acquisition activity.

Total net lease inventory rose 7 percent quarter-over-quarter to 4,648 properties in Q3 2025, with the car wash and convenience store sectors driving the increase as inventories surged 71 percent and 20 percent respectively. Car wash cap rates held steady at 6.24 percent with an average remaining lease term of 18.5 years.

The Q4 2025 UK outlook reviews the closing position of the year and the trajectory into 2026, focusing on income-led returns across the living, industrial and retail sectors.
The monthly report analyzes U.S. commercial real estate conditions across the office, retail, industrial and multifamily sectors.

Both occupier and investor sentiment slipped into negative territory, to minus 12 and minus 10 respectively, with tenant demand at a net balance of minus 10 percent and the Autumn Budget acting as a brake on decision-making.

The report records 12 million sq ft of net absorption in the US and 5.4 million sq ft in Canada in the third quarter. It describes a landscape pausing as tariffs, legal uncertainty, high costs and AI considerations produced mixed results across property types.

The quarterly survey aggregates independent forecasts for UK commercial property returns, with West End office leading rental value growth among sectors.

The white paper sets out Invesco Real Estate's house view across global markets following the recent pricing correction, anticipating a period of yield stability. It identifies sectors and regions positioned for rental growth and recovery into 2026.
The monthly report notes elevated borrowing costs continued to challenge commercial real estate in September, with performance varying across sectors.