Thought-provoking analysis of key Real Estate issues.

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The impact of slowing working-age population growth

February 2017

The developed world is at a turning point – growth in the working-age population has peaked, economies are slowing, and voters are displaying scepticism for immigration. This raises questions over how economies can grow without more people of working age to wield a shovel or tap a keyboard. In turn, this has implications for real estate and the number of new buildings needed in the future. In this paper, we focus on the economic and commercial real estate impacts of slowing growth in the working-age population.

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Global Real Estate Update

A quarterly look at the key themes driving global real estate, plus detailed insight into the regional markets and our latest real estate House View.

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Leisure in the UK Retail Environment

June 2016

As the digital era has made shopping more convenient for consumers, the need for retailers to deliver a unique physical shopping experience is increasingly important. Leisure (including food & beverage, cinemas and entertainment) has a significant role to play in this ever-demanding retail landscape. In the latest paper from our real estate research team, we examine leisure’s growth as part of a retail offering and seek to establish whether there is a clear link with rental growth. In doing so, we investigate leisure’s influence on both shopping centre assets and major UK town centres.

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Shopping for opportunities in UK retail

March 2016

The UK retail sector remains under pressure following years of neglect and mismanagement, poor economic conditions and the rise of online retailing. However, the short-term prognosis for the retail sector currently looks better than it has done for some time. The UK is enjoying a reasonably robust economic backdrop, consumer confidence is buoyant and disposable incomes are improving. Against this backdrop, selecting the right assets in the best areas is vital. In this paper, we examine the current state of the UK retail sector and provide proprietary analysis on where we see the best opportunities and those areas to avoid.

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