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Global Commercial Property: Leisure Sector Recovery Outlook
Analysis of leisure asset demand dynamics amid consumer spending pressures, with perspective on sector recovery trajectory.
HospitalityEuropeGlobal
Updated 1 month ago
Read The industry's own research.
77 reports
showing 61–77 of 77
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.