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‘Rental recession’: London office vacancies hit 30-year high - TL;DR CNBC

‘Rental recession’: London office vacancies hit 30-year high

Publishing timestamp: 2023-09-27 08:19:47


Summary

London's office market is experiencing a "rental recession" with vacancies at a 30-year high. Working from home, hybrid working, and the move towards green offices have led to a 20% contraction in office usage. Commercial real estate companies like British Land Company and Great Portland Estates are being downgraded as the market continues to shrink. Some big-name companies have also been ditching London-based office spaces. However, Morgan Stanley sees a more positive outlook for the sector, stating that real estate investment trusts offer a compelling opportunity.


Sentiment: NEGATIVE

Tickers: HSBA-GBHSBCMETA33DS-GBBLND-GBGPE-GB

Keywords: british land company plcreal estatebusiness newshsbc holdings plcmeta platforms increitsgreat portland estates plc

Source: https://www.cnbc.com/2023/09/27/rental-recession-london-office-vacancies-hit-30-year-high.html


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