36+Research pieces indexed
Latest Aug 12, 2026
Global Real Estate Intelligence is a neutral index of publicly available research. All rights in Capital Economics’s work remain with Capital Economics; we link to the original.
Capital Economics event examining outperformance opportunities across US commercial real estate sectors amid a sluggish recovery environment.
Capital Economics analyzes how AI firm expansion and talent competition will drive office demand in key technology hubs, while noting concentration risks for less diversified tech markets.
Capital Economics analyzes net operating income growth trends across US office markets, identifying Southern metros including Miami, Dallas, and Houston as leaders in occupancy and rent expansion.
Capital Economics analysis of Q2 RICS survey findings on UK commercial property capital values and yield expectations.
Capital Economics analysis of Q2 2026 NCREIF returns showing 1.3% total return driven by income, with steady cap rates and capital values across most sectors except senior housing at 3.9%.
Capital Economics examines how high net housing wealth among older households will support demand for active adult communities, despite less favorable demographic trends compared to care homes.
Capital Economics examines how divergence in UK and US risk-free interest rates since end-2024 has created marked differences in commercial property investment levels between the two countries.
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 reports on net lending flows to UK commercial property in May, contextualizing movements within broader uncertainty and rate environment.
Capital Economics shares insights and outlook perspectives on alternative real estate assets drawn from client roundtable discussions.
Analysis of how central banks may respond to the inflation shock from the Middle East conflict.
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.
Analysis of how elevated construction costs and geopolitical factors are constraining UK commercial development activity and suppressing land values.
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.
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 US commercial property capital values and market dynamics in Q1 2026, examining geopolitical risks and their potential impact on the sector.
Capital Economics reports on S&P Global/CIPS UK Construction PMI data showing a significant month-on-month decline to 38.2 with a fourth consecutive fall in the future activity index.
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 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 Economics reports that net lending to UK commercial property totalled approximately £1.5bn in April, down from £2.5bn in March, reflecting a slowdown in investment transactions.
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 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 Economics analysis of UK commercial property market risks including geopolitical tensions and interest rate impacts on property yields.
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 data showing how geopolitical tension affects occupier and investor sentiment in US commercial real estate markets and capitalization rate expectations.
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.
Analysis of UK residential asset prospects highlighting supply constraints driving rental growth expectations and subdued house price outlook amid rising maintenance costs.
Capital Economics' quarterly assessment of UK commercial property valuations, examining yield movements across property and alternative assets and their forward outlook.
Capital Economics examines recovery trends in student accommodation investment and the diversification of funding sources expected over the coming decade.
Capital Economics reports on the S&P Global/CIPS UK Construction PMI for April, showing a sharp decline in the headline index and elevated input price pressures affecting the commercial property sector.
A RICS survey analysis examining surveyor expectations for UK commercial property yields and sectoral occupier demand in relation to geopolitical tensions.
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.
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