UK Real estate – Overview Q1 2024

Total returns for the UK commercial property market turned positive in Q1 2024.

UK Real Estate: Talking Points April 2024

Our quarterly snapshot of current real estate market trends.

2024 Global Real Estate Outlook

What’s in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.

Targeting relative value in listed real estate

modern construction

With inflation data suggesting we are at or near the peak in interest rates and investors assessing scope for cuts in 2024, real estate equities have risen sharply from their lows.

The coming year could be an inflection point

2024 could be a challenging period, but could be a good time to invest in Alternatives.

The resurgence of Europe’s luxury high streets is gathering momentum

High street retail markets across Europe are benefitting from the solid recovery of tourism, both international and domestic.

Balancing uncertainty and optimism

Modern footbridge

The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?

Rising incomes: what are the outcomes for global residential rents?

We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.

A diversified investment opportunity 

Property returns are not all about capital values, fundamentally, property is about income and the ability to grow that revenue stream.

UK real estate: half-year health check

Despite volatility in the UK property market over the past 12 months, there’s been a nascent pricing recovery since March. So, what’s the outlook like for the rest of the year?