Report 1 min read

Commercial Yields & Capital Values

A data-led read on office, retail, and warehousing across our core markets. We examine the spread between yields and capital values, the trajectory of rental growth, and where repricing is creating opportunities for investors focused on durable, contracted income.

Key Takeaways

  • Grade-A office yields are stabilising as leasing holds up and quality supply stays constrained.
  • Warehousing and logistics continue to benefit from structural demand and resilient rental growth.
  • Retail is bifurcating, with prime, experience-led assets outperforming secondary locations.
  • The spread between yields and capital values is opening selective, income-focused entry points.