Capital value analysis and forecast
Following headwinds in 2025, the global market enters 2026 on an uncertain footing
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Research
We pride ourselves on our in-depth property research. Our specialist teams offer insight into current market trends and predictions for the future to help you make the right property decisions.
Spotlight: European Office Investment – Q3 2026
Average European prime CBD office yields move out by 13 bps in response to higher bond yields during Q3 2026
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Rental growth and yields
Stability persists amid elevated borrowing costs and economic uncertainty
Rental growth and yields
Abstract
Stability persists amid elevated borrowing costs and economic uncertainty
Market in Minutes: European Investment Nowcast – Q3 2026 preliminary results
Stronger economies are supporting property income, but renewed rate pressure is keeping the recovery selective, prime-led and regionally uneven.
Market in Minutes: European Investment Nowcast – Q3 2026 preliminary results
Abstract
Stronger economies are supporting property income, but renewed rate pressure is keeping the recovery selective, prime-led and regionally uneven.
Prime residential capital value growth and forecasts
Prime residential prices remained resilient in the first half of 2025, recording positive price growth of 0.7%
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Prime residential capital value growth and forecasts
Abstract
Prime residential prices remained resilient in the first half of 2025, recording positive price growth of 0.7%
Spotlight: European Office Leasing – Q4 2025
"European office demand held steady in 2025, with vacancies at 9% and incentives tightening, and take-up forecast to grow 3% in 2026."
Spotlight: European Grocery Report – Q4 2025
"Europe’s grocery market adapts to convenience, disciplined value, and the cost of protecting consumers."
The battle for convenience as hypermarkets retreat
"From downsizing legacy assets to rolling out urban formats, retailers chase proximity, speed and low‑friction shopping."
Discounters applying pressure to national champions
"Lean operators squeeze from below as discounters expand, testing the resilience of Europe’s grocery incumbents."
A store-led digital reality
"Europe’s digital grocery future is built on bricks and mortar, with stores acting as the backbone for fulfilment, last‑mile efficiency and profitable omnichannel growth."
AI and the cost of compliance
"Automation streamlines, but compliance embeds long‑term capital costs into the grocery model."
Consolidations and portfolio optimisation
"Margin pressure and rising capex push grocers toward M&A, buybacks and portfolio rationalisation."
Liquidity anchored by large transactions
"Portfolio scale, North American capital and balance sheet recycling inject liquidity."
European grocery market outlook
"Europe’s grocery sector will remain resilient, but growth is modest — leaving cost discipline, format agility and balance‑sheet strength as the key drivers of outperformance."
Spotlight: European Office Investment – Q4 2025
"European office investment set for 2026 rebound"
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