All Research & Forecasting articles – Page 13
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White papersHow did the UK market exceed all expectations in 2017, and can we expect more of the same this year?
If any UK property market forecaster had stood up at the start of the year and predicted that in December we would be debating whether the market will quite hit double digit returns for the year, not even the most bullish observer would have taken them seriously.
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White papersAre affordability pressures starting to bite in London?
Are business rate hikes in London starting to hurt retailers?
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White papersGlobal Real Estate Securities: 2018 Market Outlook
Our bottom-up fundamental analysis currently suggests that global REITs are priced to deliver another year of positive total returns for 2018 in the range of 8%–10%.
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White papersTop Ten Real Estate Questions for 2018
A concise view on the key questions facing the real estate investment market in 2018
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White papersResearch Blast: A comparison of capital markets dynamics between Italian and Spanish real estate markets
Recent trends in real estate capital markets in Italy and Spain
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White papers2018 European market outlook: Fundamentals driving fears away
In this forward looking report, we update our market scoring analysis using in-house forecasts in order to identify the strategies that we believe will deliver outperformance for our investors over the medium term.
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White papersEuropean real estate: three predictions for 2018
The European economy is enjoying strong growth, but with real estate investment markets advanced in the cycle, value is becoming hard to find.
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White papersInside Real Estate: Annual strategy outlook for 2018
A growing sense that both the economic and real estate cycles are past their primes has investors asking, “Where do we go from here?” In an environment of heightened political stress and potentially discordant monetary policies, we recognize that a complex path lies ahead. The themes we’ve identified will help you navigate through 2018 and beyond.
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White papersEconomic and Property Market Overview: Q3 2017
The UK economy grew by 0.4% in the third quarter of 2017, following an expansion of 0.3% in Q2. The service sector was the key driver of growth, although other industries such as manufacturing sector also positively contributed to growth during the quarter.
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White papersEuropean Research Monthly Update: October 2017
The average loan margin in eight key European markets has increased by 35% from 158bp in 1H16 to 242bp in 2H17, according to CBRE’s latest European debt map.
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White papersLogistics: the logical next step
Logistics was the most attractive sector in our last quarterly report, triggering this closer look at the broader European markets with a special focus on a new big data application and the post-Brexit UK market.
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White papersHow bad could a trade shock be for the industrial sector?
Globalization’s inexorable forty-year march was dealt a blow by Brexit and the subsequent presidential election in the United States.
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White papersThe potential impact of the Grenfell Tower on the UK property market
The property world has rightly been under scrutiny since the tragic events at Grenfell Tower.
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White papersEconomic and Property Market Outlook: Q2 2017
The British economy made a rather uninspiring start to the year. In Q1 2017 the UK economy grew by 0.2%q/q, a similar growth rate was recorded in Q2 of 0.3% q/q, resulting in the UK economy growing at a slower rate than most advanced economies and the EU area as a whole.
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White papersReal Estate Summary: Edition 1 2017
There has been a gradual political shift towards populism in recent decades.
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White papersAPAC Real Estate Outlook: 2H17
Focus on value creation beyond immediate horizon, with eye on counter-cyclical strategies
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White papersEuropean Research Monthly Update: Positive private and public pricing signals
Investors are increasingly concerned about record low prime property yields, but there are a number of broader price signals worth considering
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White papersUK Real Estate Market Outlook: July 2017
Economic momentum appears to have continued into 2017, but has been modest – growth in real GDP in the first quarter, at 0.2%, was below expectations.
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White papersContinental European real estate market commentary: June 2017
The eurozone economy appears to have entered a more robust recovery cycle, as faster growth leads to stronger investment. While Emmanuel Macron’s election as French president has improved business confidence across the region, the key to increasing investment has been the steady fall in industrial spare capacity since 2013 combined with low interest rates.
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White papersExpanding the European Universe
Following our Q1 2017 report, we have now doubled our universe of real estate markets from 50 to 100. This expansion is focused on including the 100 most liquid local European markets.
