Our quarterly snapshot of current real estate market trends.

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

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.

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

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

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?

Where next for real estate? With sections on the UK, Continental European and US real estate our team take a closer look at the economic backdrop, activity in 2022, the outlook for 2023 plus strategy calls across various sub-sectors.

There was a definite air of positivity in European real estate markets in January and February 2022.

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.