Ahead of the Curve - Real Estate Edition / October 2024
Capital Economics
Capital Economics is an award-winning provider of independent macroeconomic analysis, forecasts and consultancy.
Ahead of the Curve’s latest property edition tackles the big issues facing commercial real estate markets as (some) recoveries take hold. It includes a special look at opportunities in retail, key takeaways from our latest UK outlook and why Amazon hasn’t just thrown offices a lifeline.
Listen: Retail’s return from the dead
The retail sector is finally turning a corner after a long, painful adjustment. In this special podcast episode, the CRE team talk about why we’ve turned positive on the sector, but also why it’s not entirely out of the woods just yet.
Listen to the podcast
Read: UK Commercial Property Outlook – Look to beds, sheds and retail for best returns
These key takeaways from our latest UK outlook explain why this recovery is shaping up to be a weak one – and where investors will be able to find outperformance.
Read: Why the north-south divide in European office yields will reopen
It's been nearly 15 years since the yield spread of southern European markets over their northern peers was this narrow. This in-depth analysis explains why this quirk in pricing has developed, but also shows why spreads will widen as a recovery in northern markets gets underway.
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Read: Amazon isn’t the beginning of the end of WFH
Amazon has ordered its corporate workers back into the office five days a week, but that doesn’t mark the start of a trend or mean a lifeline for the office sector. UK CRE lead Matt Pointon presents the view from London, where working from home appears culturally baked in, where big firms like HSBC have downsized their space, and where offices are likely to underperform in the coming five years.
Watch: What kind of recovery can Europe expect?
After two disappointing years, the data suggest Europe’s commercial real estate market is stabilising. But will recovery follow and how strong will it be? One of our recent, regular, 20-minute online client briefings was devoted to the question of the size and shape – and timing – of Europe’s commercial real estate recovery.
Watch on-demand
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University of Ottawa Economist at Government (Socio-)Economic Researcher Scientific Researcher
4 个月University of Ottawa