UK Inflation Drops to 3.9%, Strengthening the Case for Rate Cuts
Figure Fell to Well Below Market Consensus of 4.4% in November
For the second consecutive month UK inflation beat market consensus. In November, headline inflation came in at 3.9%, while economists were expecting 4.4%, according to the Financi...
Central Banks Hold Rates While Fed Hints at 2024 Rate Cuts
Markets Rally Boosting Hopes for a Real Estate Investment Recovery
Both the Bank of England and the European Central Bank decided to hold rates on Thursday after the Federal Reserve did the same on Wednesday. Financial markets were expecting the d...
Rather Than Rate Cuts, Investors Want the Investment Market To Return
Markets Rise on Sharply Falling Eurozone Inflation With Investors Rediscovering Appetite for Risk
Eurozone headline inflation fell sharply again in November to 2.4% from 2.9% the previous month. Headline inflation was at 8.6% at the start of the year. Core inflation, excluding ...
Real Estate Stocks Soar on Lower Than Expected Inflation
Both US and UK October Figures Came in Below Expectations, Falling to 3.2% and 4.6% Respectively
The real estate sector got a boost from the lower-than-expected United States inflation figure released on Tuesday, which was reinforced by sharply falling United Kingdom inflation...
The Bank of England Pauses but Real Estate Investors Have Moved On
Investors Judge Interest Rates Have Peaked and Focus Has Shifted to Tenant Risk
The Bank of England kept the bank rate at 5.25% as expected following similar moves by the ECB and the Federal Reserve. The bank also presented its forecasts. It expects inflation ...
Eurozone Inflation Falls To 2.9% in October After Starting the Year at 8.6%
Trajectory Offers Bank of England Hope While UK Shop Price Inflation Drops to 14-Month Low of 5.2%
Real estate investors felt relief as eurozone headline inflation beat market expectations by dropping to 2.9% in October from 4.3% the previous month. A Reuters survey among econom...
More Cautious and Selective US Investors Favour Opportunistic and Value-Add Strategies
Real Estate's Yield Advantage Has Evaporated but There Are Still Moves To Be Made
At sister publication Business Immo's second Big Up conference in Paris, US and European CoStar Market Analysts gave overviews of what trends they were seeing in their own markets....
Bank of England Under Pressure From Sticky Inflation To Follow ECB’s Hold
Eurozone Inflation Fell Sharply While UK Inflation Proves Stickier, Complicating the Outlook for the UK
The European Central Bank held deposit rates steady at 4% on Thursday in line with market expectations.
Who Could Back a UK Real Estate Rebound? The Bank of England
With the Interest Rate Hiking Cycle Done the Real Estate Repricing and Credit Cycles Can Begin
This is the final part of a series in which we hunt for capital sources which could support a rebound in UK real estate investment. For part one on UK pension funds click here. For...
UK Inflation Falls Unexpectedly Putting Rate Rise in Doubt
Lower Than Expected Inflation Puts Pressure on the Bank of England To Leave Rates at 5.25%
UK headline inflation fell to 6.7%, down from 6.8% against expectations of a rise to 7.3%. The positive surprise puts pressure on the Bank of England to leave rates unchanged when ...
Who Could Back a UK Real Estate Rebound? UK Property Companies
UK Propcos Offer a Network of Specialists Throughout the UK, Are Conservatively Financed and Open to Partnerships
This is part of a series in which we hunt for capital sources which could support a rebound in UK real estate investment. For part one on UK pension funds click here. For part two ...
ECB Raises Rate by 25 Basis Points to 4% and Hints at Pause
Former ECB Chief Economist Peter Praet Correctly Predicts Hike but Warns We Are Only at the Start of the Credit Cycle
The former chief economist of the ECB made a bold prediction at the European Public Real Estate Association conference in London on 6 September. Peter Praet predicted the ECB would...
Who Could Back a UK Real Estate Rebound? Real Estate Investment Trusts
UK REITs Have Strong Operational Capabilities, Low Leverage and Access to Capital Markets Despite the Decade-Low Share Prices
This is part of a series in which we hunt for capital sources which could support a rebound in UK real estate investment. For part one on UK pension funds click here. For part two ...
Who Could Back a UK Real Estate Rebound? US Private Equity Funds
Private Equity Firms Are Raising Ever-Larger Funds to Build Real Estate Platforms Instead of Assembling Portfolios
This is part of a series in which we hunt for capital sources which could support a rebound in UK real estate investment. For part one on UK pension funds click here. For part two ...
Who Could Back a UK Real Estate Rebound? Singapore Wealth
Singapore Added S$1.4 Trillion in Net Inflows in 2016-21 and Shows No Sign of Slowing Down
This is part of a series in which we hunt for capital sources which could support a rebound in UK real estate investment. For part one on UK pension funds click here. For part two ...
Who Could Back a UK Real Estate Rebound? Japanese Investors
Japanese investors Have a Low Exposure to Real Estate but Have an Overseas Infrastructure in Place To Support a Global Expansion
This is part of a series in which we hunt for capital sources which could support a rebound in UK real estate investment. For part one on UK pension funds click here. When Osaka-b...
Who Could Back a UK Real Estate Rebound? UK Pension Funds
Structural Factors Drive Defined Benefit Schemes out of Property While Defined Contribution Schemes Fail To Offset the Reduction
In the first of a series, CoStar market analysts Robert Stassen and Grant Lonsdale examine likely sources of capital for a UK rebound.
Eurozone Core Inflation Falls Slightly to 5.3% but Uncertainty Remains About the ECB’s Next Move
Headline Inflation Flat at 5.3% in August While Core Inflation Drops to 5.3% From 5.5% in Line With Market Expectations
Eurozone headline inflation remained at 5.3% in August, slightly ahead of the market consensus of 5.1%, while core inflation fell to 5.3% from 5.5% in July, which was in line with ...
UK Inflation Falls Again to 6.8% in July but Core Inflation Remains Elevated at 6.9%
Investors May Worry About Record Wage Growth but Lower Motor Fuels and Shipping Costs Should Benefit the Logistics Sector
UK headline inflation in July fell to 6.8%, down from 7.9% in June in line with the consensus estimates. As a result, markets barely moved on the news.
UK Economy Bounces Back in June but Near-Term Outlook Remains Sluggish
GDP Growth Was Stuck at 0.2% for Second Quarter While Monthly Growth Bounced Back to 0.5% in June
The UK economy grew by 0.5% in June, following a fall of 0.1% in May 2023 and growth of 0.2% in April 2023. However, the month-on-month figure was distorted by the extra bank holid...