Commercial property outlook 2025: Will recovery across commercial real estate markets gain traction?

Overview

Results from the RICS Global Commercial Property Monitor point towards a slightly more positive trajectory across commercial property markets in 2025, as inflation eases and credit conditions improve. That said, with polarisation between the best and the rest a big factor for markets in 2024, and forced sales for the poorest performing assets expected to continue into 2025, the outlook for the next 12 months is a mixed picture.

On the one hand, new administrations in the UK, US and elsewhere may impact on the degree to which monetary policy can loosen, while, on the other, easing inflation may feed through into lower bond yields. In such an environment, how will the relative value of commercial property be affected? And, amid such a mixed backdrop, will some areas that suffered in 2024 – such as parts of the retail sector - be able to recover in 2025?

Our panel of experts will examine the headwinds and tailwinds set to influence commercial property market conditions over the course of 2025. The panel will also assess the measures and approaches that are proving effective in managing real estate portfolios across different global regions. This webinar will cover the UK, US, Europe, and MEA, examining how stakeholders in different markets are responding to the most important headwinds and tailwinds.

Panellists: 

• Simon Rubinsohn, Chief Economist, RICS (moderator)
• Tarrant Parsons, Head of Market Analytics, RICS
• Simon Durkin, Global Head of Real Estate Research and Analytics, BlackRock Equity Private Markets
  
• Matthew Green, Head of Research - MENA, CBRE
• Helge Scheunemann, Head of Research Germany, JLL
• Cate Agnew FRICS, Chief Valuation Officer – Real Estate, Natixis CIB Americas