Latest

Everything we have published, newest first.

Ad slot 728×90 desktop · 320×100 mobile latest / top

Capital flows Pro

Institutional capital returns to office in first net inflow since 2022

Core-plus funds raised $18.4bn for office strategies last quarter as repriced assets in gateway cities finally cleared bid-ask gaps that had frozen the sector for two years.

Marcus Whitfield 2h ago 7 min read

Analysis

Rate cut reprices commercial debt overnight — but lenders are not reopening the taps

Priya Raghunathan 4h ago 6 min read

Industrial

Logistics rents plateau after a nine-year run as new supply finally lands

Daniel Okonkwo 5h ago 5 min read

Opinion Opinion

We are solving the wrong housing problem

Dr Amara Nwosu 6h ago 8 min read

Prime property Pro

Branded residences pipeline doubles across the Gulf as operators chase fee income

Hotel groups are licensing their names onto towers they will never own, and buyers are paying a 34% premium for the badge.

Leila Haddad 7h ago 8 min read

Data Pro

Q3 cap rate survey: the full dataset across 24 markets

Our quarterly survey of 340 valuers and investors, broken down by sector, grade and metro. Methodology and download included.

Daniel Okonkwo 8h ago 4 min read

Policy

Planning reform bill clears committee with the density caps intact

Developers wanted the height limits gone. What they got instead was a faster clock on decisions — which may matter more.

Hannah Berg 9h ago 6 min read

Living sectors

Build-to-rent overtakes student housing as the largest living-sector allocation

A decade of stable occupancy has turned BTR from an alternative into a core holding for pension capital.

Marcus Whitfield 11h ago 5 min read

Opinion Opinion

The office is not dead. It is being sorted.

Ten years of undifferentiated demand hid an enormous quality gap. That gap is now the whole story.

Richard Devlin 12h ago 7 min read

Development

Construction costs ease for a third quarter — labour is now the binding constraint

Material inflation has normalised. Skilled trades have not, and the shortfall is showing up as schedule slippage rather than price.

Tom Aldridge 13h ago 6 min read

Video

Watch: inside the largest office conversion currently under way

Twenty-two floors, a re-cut core and a facade that had to come off entirely. Our reporter walks the site with the project director.

Tom Aldridge 14h ago 9 min read

Alternatives Pro

Data centre demand is rewriting industrial land values within 40 miles of power

Grid connection queues have become the single most valuable attribute a site can have. Everything else is negotiable.

Daniel Okonkwo 15h ago 9 min read

Interview Pro

‘We stopped buying buildings and started buying operators’

The chief investment officer of a $42bn platform on why the operating partner now matters more than the asset.

Marcus Whitfield 16h ago 12 min read

Regulation

Three major markets tighten foreign ownership rules in the same month

The measures differ in design but share a target: non-resident buyers of existing residential stock.

Hannah Berg 18h ago 7 min read

REITs

REIT consolidation wave brings three mergers in six weeks

Persistent NAV discounts have made public vehicles cheaper to buy than the buildings inside them.

Priya Raghunathan 20h ago 5 min read

Prime property

Trophy asset sales return as owners accept 2019 pricing

Four landmark buildings changed hands this quarter, all of them at or below their last cycle peak. The sellers were not distressed — they were simply done waiting.

Leila Haddad 21h ago 6 min read

Retail

Retail footfall recovery splits prime from secondary — permanently

Flagship pitches are back to 2019 levels. Everything a tier below is still 20% short, and the gap has stopped closing.

Sofia Marchetti 23h ago 6 min read

Tax

Property tax revaluation lands after a decade of delay

Assessments have not been updated since 2015. The catch-up shifts several billion in liability between asset classes overnight.

Hannah Berg 1d ago 7 min read

Sustainability

The green premium is now measurable in lease comparables, not just surveys

Certified buildings are clearing 8-11% rental premiums in the same submarkets — and letting up to 40% faster.

Nadia Ferreira 1d ago 7 min read

Opinion Opinion

Private credit is underwriting the cycle nobody is watching

The lending has moved outside the banking system. So has the disclosure.

Dr Amara Nwosu 1d ago 6 min read

PropTech Pro

AI underwriting tools reach institutional desks — and the models disagree with each other

Three platforms priced the same portfolio 14% apart. The variance is a feature of the inputs, not a bug in the maths.

Owen Castellanos 1d ago 8 min read

Data

Construction Cost Index: methodology and the latest reading

How we build the index, what it includes, and why it has diverged from headline producer prices for six consecutive quarters.

Tom Aldridge 1d ago 6 min read

Housing finance

Mortgage approvals rise for a fourth month. Affordability has not moved.

Lower headline rates are pulling forward demand from buyers who were already qualified, not creating new ones.

Priya Raghunathan 1d ago 5 min read

Video

Watch: what the rate decision actually means for CRE debt

Six minutes on spreads, extensions and why lower base rates have not yet reached borrowers.

Priya Raghunathan 1d ago 6 min read

Projects

A masterplan 11 years in approval finally breaks ground

4,200 homes, 1.1m sq ft of workspace and a rebuilt transit interchange — on a site that has outlasted four governments.

Tom Aldridge 1d ago 10 min read

Debt markets Pro

The refinancing wall is smaller than advertised — and worse concentrated

Aggregate maturities have been overstated. The share sitting in 2018-2021 vintage office loans has not.

Priya Raghunathan 1d ago 8 min read

Private capital

Family offices have quietly become the marginal buyer in prime markets

Unlevered, patient and indifferent to quarterly marks — a profile that wins auctions institutions have to walk away from.

Leila Haddad 1d ago 7 min read

Prime property

Waterfront supply tightens as coastal consenting slows to a crawl

Climate resilience requirements have added 14 months to the average coastal approval. Existing stock is repricing accordingly.

Leila Haddad 1d ago 5 min read

Valuations

Cap rate spreads compress to the tightest level since 2021

The spread over risk-free is back below its ten-year average, which historically has preceded a pause rather than a rally.

Daniel Okonkwo 1d ago 6 min read

Interview

‘The planning system is a queue, not a filter’

A former chief planner on what two decades of reform actually changed — and what it did not.

Hannah Berg 1d ago 11 min read

Regulation

Tenancy law overhaul shifts three kinds of risk back to landlords

Notice periods, arrears recovery and repair liability all move. Institutional owners have already started repricing the sector.

Hannah Berg 1d ago 8 min read

PropTech

Leasing platforms consolidate as brokerages buy their own rails

Three acquisitions in a quarter suggest the independent listing platform is becoming a hard business to stay independent in.

Owen Castellanos 2d ago 5 min read

Hospitality

Hotel transactions hit a post-pandemic high on RevPAR strength

Three straight years of rate growth have given buyers something office and retail still cannot offer: a clean underwriting story.

Sofia Marchetti 2d ago 5 min read

Construction

Modular construction finally pencils — at scale, and only at scale

Below 300 units the factory overhead swamps the savings. Above 800, the economics are no longer close.

Tom Aldridge 2d ago 7 min read

Cross-border

Golden visa closures redirect $1.8bn of residential demand within a year

The money did not go home. It went three time zones east, into markets that kept their programmes open.

Leila Haddad 2d ago 6 min read

Repositioning Pro

The office-to-resi conversion maths works on just 8% of stock

Floorplate depth, core position and window line rule out the rest before anyone opens a spreadsheet.

Tom Aldridge 2d ago 9 min read

Risk

Insurance has become the line item that kills deals in climate-exposed markets

Premiums up 90% in four years are doing what building codes could not: repricing coastal exposure.

Nadia Ferreira 2d ago 7 min read

Leasing

Leasing velocity returns to prime CBD towers as the flight to quality narrows

Occupiers are consolidating into fewer, better buildings — and paying up to do it.

Daniel Okonkwo 2d ago 5 min read

PropTech

Digital twins move from pilot projects to portfolio-wide deployment

The business case stopped being about design and started being about energy bills.

Owen Castellanos 3d ago 6 min read

Sustainability

Embodied carbon limits start appearing as planning conditions

Two cities have made whole-life carbon assessments binding. A dozen more have them in draft.

Nadia Ferreira 3d ago 6 min read

Ad slot Medium rectangle 300×250 latest / rail-1

Every deal that moved the market, before 7am.

Transactions, financings and policy changes — filtered for people who allocate capital. Free, daily.

Ad slot 300×600 desktop · 300×250 mobile latest / rail-2