Content (99)
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White papersBroad-based Logistics Demand Offers Resilience Against Tariffs
Despite the most recent reductions and pauses, tariffs triggered a spike in trade policy uncertainty. This is expected to push up supply chain pressures. European logistics occupiers are likely to further deepen their operational focus from just-in-time to just-in-case to ensure continuity. This might trigger a higher demand for logistics space.
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White papers2025 Mid-Year European Outlook: Still On Track, Despite Tariffs
The prime European real estate recovery is expected to stay on track. Regardless of the fast-changing news on tariffs and its related macroeconomic uncertainties, current income and projected rental growth are expected to mitigate the tariff’s impact on European prime returns.
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White papersEuropean Residential Returns to Focus on Current Income and Rental Growth
Despite lower mortgage rates and a recovery in lending volumes over the last year, affordability for homeowners is projected to remain challenging as 2025-29 house prices are forecast to increase by 3.5% p.a. in both the Eurozone and the UK.
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White papersThe Long-Awaited Renaissance of European Retail
Despite ongoing uncertainty, real retail sales in the Eurozone are projected to grow modestly at 1.7% p.a., outpacing both 1.4% p.a. real GDP and 1.0% p.a. real disposable income growth over the 2025-29 period.
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White papersBorrowing Costs Come Down While Refinancing Challenges Remain
Eurozone inflation came down faster than expected, pushing 5 year Euro swap rates down more than previously projected. Central banks rate cuts are now expected to be delayed with swap rates forecasted to come out just above 2% by year-end 2025. As a result. Eurozone CRE ...
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White papersPrime Time For Cbd European Offices While Non-Cbd Offices Trail
In this publication, we cover for the first time the European office markets beyond the usual prime segment of the market, to fully capture the polarisation between prime and secondary buildings which has accelerated with the increase in remote working capture the polarisation between prime and secondary buildings which has accelerated with the increase in remote working.
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White papersLogistics Remains Favorite As Take-Up And Values Are Projected To Recover
The European macroeconomic outlook has improved in H1 2024 as both retail sales and industrial output rebounded. Together with normalizing global supply chains and continued growth in e-commerce sales penetration, logistics take up is projected to recover from its recent slowdown.
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White papersEuropean Residential: Finding A New Balance
Prime European residential markets show solid occupancy fundamentals and stabilising investment yields. This is despite the 2022-23 upward shift in interest rates and associated decline in lending. Student housing has also remained a key alternative sub-sector. The long-standing shortage of housing has further Intensified as higher mortgage rates and ...
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White papersConfirmation Of Our Private Real Estate Market Rebound Forecasts
In discussions since the release of our 2024 Outlook in Nov-23, many questioned our projected rebound for the European private real estate markets. This report presents supporting analyses to confirm that we remain comfortable with our outlook.
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White papers2024 European Outlook: Repricing Triggers Revival
Which Sectors Will Recover First In The Upcoming Cycle?
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White papersMonthly Research Report - August 2023
Cre Lending Stabilises While Debt Funding Gap Remains
