2026年1月投资收益率指南

Knight Frank Intelligence Prime Yield Guide–January 2026 Knight Frank Intelligence Prime Yield Guide–January 2026 Knight Frank Intelligence Click here to view previous data L E A D I N GI N D I C A T O R S US Private Equity hits decade-high fundraising.US private equity is entering a new phase ofdeployment. In 2025, the top 10 funds captured 46% of all US fundraising, up from 35% in 2024 andabove the 10-year average of 39%, marking the strongest level in over a decade. With US PE raising Sovereign capital returns to UK CRE.As we move into 2026, lower oil prices could acceleratediversification by sovereign wealth funds (SWFs) into commercial real estate. For oil-rich nations, CREoffers liability matching, consistent returns, and portfolio stability. This trend is already visible-SWF And UK Shopping Centres set to outperform…The latest IPF Consensus Forecast points to AllProperty total returns are projected at +8.4% in 2026, up from +7.1% in 2025. Between 2025-2029,Shopping Centres and Retail Warehouses are expected to be the best-performing sectors with a total I n t e l l i g e n c eL a b E S G Prime Yield Guide–January 2026 Knight Frank Intelligence We like questions. If you would like some property advice , or want more information about our research, we would love tohear from you. Jeremy Tham Emily Miller Partner–Valuation & Advisory-Head of Real EstateFinance Valuations+44 20 7861 1769 Partner–Valuation & Advisory-Head of UK FundValuations+44 20 7861 1483 Simon Gillespie Chris Galloway Partner–Valuation & Advisory-Head of Central LondonValuations+44 20 7861 1292 Partner–Valuation & Advisory-Head of BusinessDevelopment UK Fund Valuations+44 20 7861 1297 The Retail Note-Xmas 2025: so far, so decent This Retail Note analyses the performance of the retail market overChristmas and tries to make sense of the usual mass of contradictions. Will Matthews Matthew Dichler Partner–Valuation & Advisory–UK Fund Valuations+44 20 7861 5224Matthew.Dichler@KnightFrank.com Partner–Research-Head of Commercial+44 20 3909 6842William.Matthews@KnightFrank.com K n i g h tF r a n k V & A D i dy o u k n o w In addition to valuing assets in the main property sectors andhaving award winning teams in the Healthcare, Student and •Waste and Energy•Infrastructure•Garden Centres •Life Sciences•Income Strips•Ground Rents Knight Frank ResearchReports are available atknightfrank.com/research Your partners in property.