UK Housing Market Rapid Response

UK Halifax House Prices (May 2026)

The modest fall in the Halifax measure of house prices in May shows that the rise in mortgage rates triggered by the Iran war continues to weigh on the housing market.

5th June 2026 · 3 mins read

UK Housing Market Rapid Response

UK Nationwide House Prices (May 2026)

The bigger-than-expected fall in the Nationwide measure of house prices in May brings the index more into line with the recent weakness in the alternative Halifax measure of house prices and provides...

1st June 2026 · 3 mins read

US Housing Market Update

Solid apartment fundamentals remain intact despite immigration slowdown

Concerns that this administration’s anti-immigration push would trigger a sharp national slowdown in apartment demand have been misplaced. While unauthorised immigration has turned deeply negative...

27th May 2026 · 4 mins read

UK Commercial Property Chart Pack

UK Commercial Property Chart Pack (May 26)

The risks to the commercial property market from the Iran war are increasing, and the longer risk-free interest rates remain elevated the more likely that will feed through to higher property yields...

22nd May 2026 · 1 min read

UK Commercial Property Update

Residential assets have a bright future

Tight supply means residential assets will see the strongest rental growth of all sectors over the next few years. And, with the costs of maintaining a home rising, house price expectations subdued...

13th May 2026 · 4 mins read

UK Housing Market Rapid Response

UK Halifax House Prices (Apr. 2026)

The small fall in the Halifax measure of house prices in April suggests the housing market has been less resilient to the jump in mortgage rates triggered by the Iran war than the alternative...

8th May 2026 · 3 mins read

UK Commercial Property Rapid Response

S&P Global/CIPS UK Construction PMI (Apr. 26)

The headline CIPS construction PMI fell by nearly 6%-pts in April to 39.7, its lowest reading since November. Meanwhile, the input prices index again climbed sharply, reaching 81.4, now more than 20%...

7th May 2026 · 2 mins read

UK Housing Market Rapid Response

UK Nationwide House Prices (Apr. 2026)

The surprisingly strong rise in the Nationwide measure of house prices in April shows that house prices have continued to gain momentum despite the falls in consumer confidence and the rise in...

1st May 2026 · 2 mins read

UK Commercial Property Update

Multifamily build-to-rent supply to recover from 2028

High financing and construction costs, combined with significant delays from the Building Safety Act, meant multifamily build-to-rent completions saw a 28% y/y decline in 2025. A thin pipeline...

29th April 2026 · 4 mins read

UK Housing Market Update

How far will the Iran war push up UK homebuilding costs?

A renewed rise in homebuilding construction costs due to the jump in energy prices since the start of the Iran war will only further constrain homebuilders’ profits and housing starts. This poses some...

27th April 2026 · 5 mins read

Canada Economics Update

Canada Housing Watch (Apr. 2026)

The housing market continued to struggle in March and the recent rebound in fixed mortgage rates, driven by the spike in oil prices, suggests that house prices will fall further in the coming months.

16th April 2026 · 4 mins read

Global Commercial Property Chart Pack

Global Commercial Property Chartpack (Q1 2026)

The rise in economic uncertainty and market interest rates because of the Iran war will weigh on property market activity in the first half of the year. However, under our baseline scenario (in which...

13th April 2026 · 0 mins read

UK Commercial Property Rapid Response

S&P Global/CIPS UK Construction PMI (Mar. 26)

The headline CIPS construction PMI saw a surprising tick higher in March. But with the input price index climbing precipitously and new orders and future business expectations dropping back, it’s...

8th April 2026 · 2 mins read

UK Housing Market Rapid Response

UK Halifax House Prices (Mar. 2026)

The fall in the Halifax measure of house prices in March chimes with the renewed drop in buyer sentiment in February’s RICS housing market survey. As the Halifax index is based on mortgage approvals...

8th April 2026 · 3 mins read

Global Property Outlook

Iran war’s property impact will be small and short-lived

Given the fast-moving nature of events in Iran and the Strait of Hormuz, this global publication brings together our updated residential and commercial property market analysis and forecasts. It...

1st April 2026 · 23 mins read