十月平均每日前往Canary Wharf的地铁和铁路行程约为91,000次，达到2019年同期的105%，而West End与City仅恢复至84%与89%。JPMorgan推行每周五天返岗政策并租下额外楼层加速人流回升。Canary Wharf Group在2024年吸引访客7,200万次，2025年同比再增长约6%，并运营超过320家商店与80家餐饮点。Elizabeth Line于2022年开通后提升跨城速度，但高利率与远程办公冲击导致其资产2023年价值下跌14.7%，并触发Moody’s将债务进一步降至垃圾级。

为稳定结构，业主引入Apollo的6.1亿英镑融资，并由Brookfield与Qatar增资，同时推进多元化定位。经历三年高利率及两年疫情延误后，伦敦核心区出现高质量写字楼短缺，使Canary Wharf相对具交付优势。2025年租赁活动被称为十年来最强，租赁储备亦为数年来最高。Moody’s将展望从负面调整为稳定，理由包括经营改善与计划中的资产出售，用于偿还高成本债务。区域形象改善促使大型金融机构重新租赁二手空间。

空置率在2025年第三季降至11.4%，较一年前的13.6%明显改善，并接近长期均值。租金展望转向上行，因高等级办公空间需求旺盛而供应有限。再加上美国企业带动返岗与周末休闲访客增长，Canary Wharf在疫情后形成数据上可量化的反转迹象。

Average daily October rail and tube journeys to Canary Wharf reached about 91,000, or 105% of 2019 levels, compared with 84% and 89% recoveries in the West End and City. JPMorgan’s five-day office mandate and new leased floors accelerated commuter return. Canary Wharf Group drew 72 million visitors in 2024, up roughly 6% in 2025, and operates more than 320 shops and 80 food venues. The 2022 Elizabeth Line opening improved cross-city travel, yet high rates and remote-work effects drove a 14.7% portfolio markdown in 2023 and a deeper Moody’s junk downgrade.

Stabilization included a £610 million Apollo facility and equity injections from Brookfield and Qatar, alongside diversification efforts. After three years of elevated rates and two years of pandemic delays, central London faces a shortage of high-grade space, giving Canary Wharf a relative delivery advantage. Leasing in 2025 is described as the best in a decade, with the strongest pipeline in years. Moody’s revised its outlook to stable, citing better operations and planned asset sales to repay higher-cost debt. Improved sentiment has prompted major banks to commit to additional secondhand space.

The vacancy rate fell to 11.4% in Q3 2025 from 13.6% a year earlier, nearing its long-run average. Rent expectations have turned upward as demand for high-quality offices meets limited supply. With U.S. corporates driving in-person return and rising weekend leisure traffic, Canary Wharf shows measurable post-pandemic recovery momentum.