Real Estate Reflections Rates Weighing on the Sector
The listed property sector continued its soft year with August down -1.1%, taking year-to-date performance to -7.3%. August reporting season was...
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Real Estate Reflections: A First Half to Forget
The listed property sector had a second consecutive positive month in June as Middle East tensions and inflation pressures eased. However, it has...
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Real Estate Reflections Turning The Tide
The listed property sector had a small bounce back in May, gaining +2.5% through the month. Portfolios remained largely robust, but vacancy lifted...
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Property Sector Five Themes For 2026
The listed property sector has had a soft start to 2026, but we remain constructive for the year ahead. Our preferred sector picks are Precinct...
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Selected European HoldCos and DLC: September 2026 Report
Wide discounts, persistent premiums and shifting catalysts. We revisit Europe's main holding-company valuation gaps and where the next convergence...
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