Our in-depth, top-down research, including leading indicators, forecasting, thought leadership and client presentations, anticipates trends affecting our business and clients. Located across Europe and in Asia, our Research team works alongside the portfolio, investment, asset management and business development teams covering all markets where Savills IM invests.
Read across from America
Average rents now exceed their pre-pandemic levels in all except two of the 69 markets tracked by CBRE (San Francisco and San Jose) with Sun Belt metros posting some of the highest growth spurred by migration during the pandemic.
2022 Opportunities Down Under
Whilst the narrative surrounding the global economic outlook has taken a negative tone in recent months, we remain convinced about the longer-term prospects of the Australian commercial real estate market.
In need of a makeover: creating value from the UK's old industrial stock
Urbanisation and increasing demand for housing has reduced the availability of urban industrial land.
Outlook 2022 - Unlocking value in an evolving landscape
Savills Investment Management is pleased to launch the Outlook 2022 report, which features our views on the global commercial property markets.
SIMply Insights: Investor appetite for food retail
While consumers typically rein in their food spending during economic downswings, the pandemic is an exception to this pattern. Grocery sales surged in particular during the initial lockdown period due to consumers stockpiling food.
Thinking outside big boxes
Savills IM report pinpoints new opportunities in European industrial and logistics sector
SIMply Insights: Office incentives under pressure
SIMply insights: further tailwinds for European logistics
SIMply insights: leading indicators point to a light at the end of the pandemic tunnel
SIMply insights: senior care - a strong long-term opportunity
SIMply insights: employment and property - a positive correlation
SIMply insights: rising inflation has implications for property
SIMply insights: UK industrial rental growth - more than just an e-commerce story
SIMply insights: the appeal of Japan's multifamily sector
SIMply insights: will 2021 be a better year for investment volumes than 2020?
In our view 2021 will see a better year for investment volumes, with real estate having the characteristics and fundamentals to take advantage of the secular shift in capital markets.
SIMply insights: Physical offices are here to stay
2021 will undoubtedly be a challenging year for the office sector as a result of increasing job losses. However, whilst the COVID-19 pandemic has accelerated the trend towards agile working, physical offices are here to stay.
SIMply insights: 2021 from the investor viewpoint
Our investor survey emphasises the willingness of global investors to increase their target allocation to real estate again in 2021 in the context of a longer-for-lower interest rate environment.
Financial services firms go Dutch in the wake of Brexit
Financial services firms are looking to move all or part of their operations to the Continent for continued access to the single market, and the Dutch office sector in particular shows resilience.
Strong conviction for Dutch logistics: Brexit creates significant opportunities
Brexit-induced relocations could provide a boost to demand for Dutch logistics space, and we continue to think that larger e-commerce–related sheds as well as urban logistics look attractive.
Outlook 2021: building resilience in global real estate portfolios
The Savills Investment Management Outlook 2021 report features our views on the commercial property markets, serving to help investors build resilience in global real estate portfolios in these unprecedented times.
Senior care: a strong long-term opportunity
Senior care is a strong buy for investors who want to incorporate value-add elements into their portfolios.
Second wave of COVID-19 unlikely to derail economic recovery
As Asia-Pacific flattens its infection curve, the region is set to lead the global economic recovery ahead of others. Over the next five years, the region is set to account for a greater share of global growth, which should support occupancy, rental and return expectations.
Secular trends in Asia favouring logistics: a strong buy opportunity
The logistics sector in Asia-Pacific is expected to benefit significantly from digitalisation and modernisation supported by changing consumer behaviours and demographics.
Is the future of work at home or in the office?
Since the start of the COVID-19 lockdown, some commentators and mainstream media have been quick to predict the death of the office. The reality is likely to be more tempered.
Food retail: a resilient investment income stream and strong buy for core/core+ investors
Supermarkets and grocery stores are relatively immune to economic downswings, are less vulnerable to e-commerce disruption and offer long, inflation-linked leases, among other investment benefits.
China edges towards recovery as global markets absorb COVID-19 shockwaves
Although the worst of the global pandemic has shifted westwards to Europe and the United States, countries across the globe are absorbing the economic shockwaves, and will continue to do so for the near term.
COVID-19 update: risk-off-led sentiment to remain
The retail, leisure and hospitality sectors are set to bear the brunt of the COVID-19 outbreak. Risk aversion is likely to drive some short-term tightening in the credit market, which highlights the importance of secure income streams and reducing exposure to overleveraged strategies.
Outlook 2020: Identifying opportunities in a late cycle
The Savills IM Outlook 2020 report features our views on the European and Asian commercial real estate markests, serving to help investors identify opportunities in a late-cycle environment.
Dynamic Cities - 2019
The Savills Investment Management (Savills IM) Dynamic Cities index assesses cities' longer-term upwards growth potential through statistical analysis using 60 indicators across six categories. This year's study identifies London, Paris, Cambridge, Berlin and Amsterdam as the top five European cities for long-term real estate investment.
Asia-Pacific property market overview Q2 2019
Our Asia-Pacific property market overview provides the latest regional updates regarding the economy, politics, commercial real estate sectors as well as weight of money and yields.
Positioning for income and growth in Asia-Pacific
A slowing global economy and a prolonged period of low interest rates is on the horizon, which poses a challenge to long-term investment. How should investors invest in a low interest rate, low growth environment at a time of heightened risks and global uncertainties?
Reliable indicators continue to signal that developed economies have the stamina to keep growing through 2019. The Savills IM Outlook 2019 report features a collection of commentary from internal fund managers and research analysts, highlighting how to navigate the investment market.
Dynamic Cities 2018
Using 60 indicators across 6 subcategories, Savills IM identifies London, Cambridge, Paris, Amsterdam and Berlin as the top five European cities for real estate investment in 2018.
Investing for the next stage of Europe's property cycle - is it time to take risk?
Property cycles are inescapable. Closely linked to the economy, real estate markets will inevitably rise and fall. The key to investing in them is to identify where we are in the cycle and to position portfolios accordingly.
Contrarian view provides for investment opportunities in physical retail
A common view is that physical retail is being superseded by online retail, but we believe that stories about the death of the European high street and retail outlets are exaggerated and influenced by the very different situation in the United States.
It is increasingly important to work with a real estate investment manager with the local knowledge and expertise to help investors navigate current uncertain times. The Savills IM Outlook 2018 report highlights the strategies we employ to capitalise on current investment opportunities.
London tops new index ranking Europe's most dynamic cities
Savills IM’s Dynamic Cities index comprehensively measures European cities’ future-proofing qualities across six categories. In 2017, Paris, Cambridge, Amsterdam and Berlin complete the top five.
SIM European Logistics warehousing the future
The logistics business sector is one of the biggest industries in Europe. This Savills IM report explores various structural shifts from which the logistics sector is benefitting, featuring interviews with experts and highlighting key insights into their respective markets.
Dynamic Cities 2017
Savills IM issues 'buy' rating on UK Supermarket property segment
In its latest Research & Strategy flash note, Savills IM highlights how after a period of falling profits, weak balance sheets and operational restructuring, UK supermarkets are turning a corner.
Research and Strategy Flash Note: UK Supermarkets
Three of the so-called Big-4 UK supermarket operators are reporting improving retail sales, leaner balance sheets and leaner supply chains. Although more needs to be done, these operators’ credit risk has declined enough to justify lower yields.
Savills IM sees attractive yields in Brussels Central Business District
The Brussels office market is one of Savills IM's top European investment picks.
Long term trends support alternative sectors in Europe
Long-term trends in urbanisation and demographics will boost alternative property market sectors, including the private rented sector, student accommodation, care homes and hospitality, according to Savills IM.
European Outlook 2017
In 2017, European real estate markets on average have sufficient momentum to continue to perform well. Our Outlook 2017 paper underlines key themes that will affect European investment markets this year.
1. IMPORTANT INFORMATION
Savills Investment Management LLP is authorised and regulated by the Financial Conduct Authority (FCA) in the United Kingdom under Firm Reference Number 615368. Registered office is 33 Margaret Street, London W1G 0JD. Property is not a financial Instrument as defined by the Market in Financial Instrument Directive under European regulation; consequently, the direct investment into and management of property is not regulated by the FCA.
The following terms and conditions must be read before entering the website.
2. TERMS & CONDITIONS
The content contained within this website has been prepared for institutional investors only. Information contained within this website should not be forwarded to any other investor type.
The dissemination of the information contained on this website is only allowed in countries where Savills Investment Management LLP and its subsidiaries have notified or received permission from the local supervisory authorities. If no such notification has been received then no such permission has been granted, and the information contained here may not be regarded as an offer to purchase investment units.
Nothing on the following pages shall be regarded or taken as financial advice. Therefore, access to the following pages is on condition that it is to receive information only and does not constitute an offer to enter into any contract or agreement nor is it a solicitation to buy or sell investments. Past performance is not necessarily a guide to future performance.
Please remember that past performance is not necessarily a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and investors may not get back the amount originally invested. Tax assumptions may change if the law changes, and independent advice should be sought. Property can be difficult to sell, and it may be difficult to realise your investment when you want to.
3. OTHER COUNTRIES
The information described within this website are not available in all countries, and nothing contained on this website constitutes an offer or solicitation to anyone in any jurisdiction where such an offer is not lawful or to anyone to whom it is unlawful to make such an offer or solicitation. By using this website you consent to the Terms and Conditions.
Whilst reasonable care is taken to ensure that information contained on this website is accurate, we cannot guarantee its accuracy and we reserve the right to change the information on this website (including these terms and conditions) at any time without notice. You must check these terms and conditions for changes each time you intend to use this website.
Savills Investment Management LLP provides this website on an "as is" basis and makes no representations or warranties of any kind with respect to this website or the content contained on it (including any text, graphics, advertisements, links or other item) and disclaims all such representations and warranties. In addition, neither we nor any other contributor to this website make any representation or gives any warranty, condition, undertaking or term either express or implied as to the condition, quality, performance, accuracy, suitability, fitness for purpose, completeness, or freedom from viruses of the content contained on this website or that such content will be accurate, up-to-date, uninterrupted or error free.
YOU ACKNOWLEDGE THAT YOU ARE SOLELY RESPONSIBLE FOR THE USE TO WHICH YOU PUT THIS WEBSITE AND ALL THE RESULTS AND INFORMATION YOU OBTAIN FROM IT AND THAT ALL WARRANTIES, CONDITIONS, UNDERTAKINGS, REPRESENTATIONS AND TERMS WHETHER EXPRESSED OR IMPLIED, STATUTORY OR OTHERWISE ARE HEREBY EXCLUDED TO THE FULLEST EXTENT PERMITTED BY LAW. HOWEVER, NOTHING IN THESE TERMS AND CONDITIONS IS INTENDED TO LIMIT ANY LIABILITY THAT SAVILLS INVESTMENT MANAGEMENT MAY HAVE UNDER APPLICABLE LAWS AND REGULATION.
Save in respect of liability for death or personal injury arising out of negligence or for fraudulent misrepresentation, we and all contributors to this website hereby disclaim to the fullest extent permitted by law all liability for any loss or damage including any consequential or indirect loss or damage incurred by you, whether arising in tort, contract or otherwise, and arising out of or in relation to or in connection with your access to or use of or inability to use this website.
The copyright on this website and its content belong to Savills Investment Management LLP. You may not make a permanent copy of or reproduce this website or any of its contents in any form. You may not reproduce or incorporate this website or any of its contents into any other website. You may only print or cache temporary copies of the content for your own personal non-commercial use. Savills Investment Management LLP welcomes links to this website from relevant third party websites. However, if requested in writing by Savills Investment Management LLP, links must be removed within 24 hours. Savills Investment Management and the Savills Investment Management logo are trademarks registered in the name of Savills Investment Management LLP in the UK and other parts of the world. Reproduction of these trademarks other than in order to view this website is prohibited. Nothing on this site should be construed as granting any licence or rights to use or distribute any site content without express written agreement.
7. INTERUPTIONS AND OMISSIONS IN THIS SERVICE
Whilst we take every care to ensure that the standard of this website remains high and to maintain the continuity of it, the internet is not always a stable medium and errors, omissions, interruptions of service and delays may occur at any time. As a result, we do not accept any ongoing obligation or responsibility to operate this website (or any particular part of it.
If any part of our terms and conditions is unenforceable (including any provision in which we exclude our liability to you) the enforceability of any other part of these conditions will not be affected.
This website may contain links to third party websites over which Savills Investment Management LLP has no control. Savills Investment Management LLP assumes no responsibility for the content of third-party websites or for any losses which may arise out of use of a third party website. The presence of a link to a third party does not necessarily mean that Savills Investment Management LLP endorses that site or has any association with the proprietor of that website.
10. GOVERNING LAW
The terms and conditions related to your use of this website are governed exclusively by English law except for the information provided by Savills Investment Management SGR S.p.A. which is governed by Italian law.
Notwithstanding the foregoing, as to these terms and conditions and your use of this website, the information provided by Savills Investment Management Asia Ltd (Japan branch) is governed by Japanese law. All disputes relevant to the use of this website shall be subject to the agreed exclusive jurisdiction of Tokyo District Court as court of first instance.
11. DATA PROTECTION