Ahead of the Curve - Real Estate Edition / June 2024

From the scale of US, UK and euro-zone CRE downturns to outperformance in European retail to a client briefing about UK residential, here are some recent highlights from the real estate team at Capital Economics.?

Read: Why have the US and EZ downturns lagged the UK?

Learn why the plunge in appraisal-based valuations in the UK hasn’t been mirrored in the euro-zone, and particularly in the US – but also why these markets are soon likely to catch up.

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Read: What UK office types will emerge strongest?

Our UK team explains why, although offices remain by far the worst performer, not all offices are made alike. This analysis shows the type and location of offices that are likely to outperform within the sector in the coming years.

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Read: San Francisco the poster child for the donut effect

This report in light of San Francisco’s debt downgrade draws on our extensive analysis of US metro markets to highlight risks to downtown areas as remote working takes its toll.

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Watch: Client briefing on US southern metros

Will the pandemic-induced boom in the residential sector in southern American cities turn to bust as apartment supply ramps up and house prices surge? This recording of our April client briefing shows you what to expect.?

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Read: European luxury rental growth to outperform mass market retail

A welcome return to growth for euro-zone retail rents is unlikely to last but prime rents on luxury high streets should outperform. Our Europe team explains what the Avenue Montaigne has that the Champs-élysées lacks.

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Read: Notes from our residential roundtable

Our UK property economists sat down with clients recently to brief them on how rental prospects for residential mean that sector will likely outperform in the coming five years. Here’s what the economists told them.

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