M&G Real Estate’s in-house research team produces regular updates on our key markets, alongside more in-depth pieces on major trends affecting global property today.
Latest real estate market outlooks
The economy has proved resilient in the face of Brexit uncertainty and investor concerns seem to be abating after a turbulent summer. The outlook for performance is moderate with some downside risks and defensive investments are likely to hold investors in good stead over the short term. In this report we look at some key trends that may affect UK property over the next year.
The Asia-Pacific economic outlook appears healthy in the near-term, but policy uncertainty globally poses risks. Regional property total returns look set to taper as yield compression slows; and development, alternatives, and tactical opportunities could drive the next wave of investments.
Business sentiment in the eurozone has remained stable since the UK’s referendum vote, with the immediate impact largely confined to the UK economy. Whilst the longer-term implications remain unclear and may yet be far reaching, we anticipate investors to remain focused on core prime European markets. Property market yields have continued to trend down in Europe and this combined with very low bond yields supports the return outlook and the investment case for investors in the region.
The introduction of the National Living Wage (NLW) in April 2016 and the resetting of business rates in April 2017 have ramifications for the UK retail market. But just what exactly remains unclear, not least in the case of the living wage. This paper aims to offer some early pointers.
With the new Chancellor intent on increasing investment in infrastructure and R&D to help counter the potential negative effects of Brexit, we look at the investment implications for real estate.
Read our analysis of which segments of the UK real estate market may face the greatest short-term challenges, and of the long-term investment opportunities which may arise from any volatility.
Investors and occupiers are increasingly looking beyond London for, respectively, higher returns and lower rents. The big question is whether the regional cities have sufficiently large and diverse economies to present an attractive long-term investment proposition. We have developed a proprietary index of vital signs to measure the heartbeat of 13 of the UK’s biggest cities and assess the strength of the opportunities on offer.