Special episode: Who's going to lead the global CRE recovery?

Capital Economics Weekly Briefing

Which commercial real estate markets are set to recover first, and where will recovery be strongest? The Capital Economics real estate team has been looking closely at the comparative performance of the US, European and UK markets to advise clients on where to find opportunities – and where painful adjustments to the post-pandemic world are likely to linger.

In this special episode of The Weekly Briefing from Capital Economics, CRE team lead Kiran Raichura and Amy Wood, who focuses on the European market, talk to David Wilder about their work, highlighting potential recoveries and ongoing pain in commercial real estate. They touch on the key issues for investors, including:

• Which regional markets and which sectors are likely to outperform and which will lag;
• Why a lot more distressed assets are coming, and where they’ll come from;
• Whether political uncertainty on both sides of the Atlantic is weighing on activity.

Analysis referenced in this episode:

• Global Commercial Property Chartpack
• CMBS losses not a sign of widespread debt crisis
• Distress rising, but still a long way to go
• How big a threat is debt distress in Europe?