UK Housing Market Update UK RICS Residential Market Survey (Jul. 2026) July’s RICS survey shows that the near-term housing outlook remains weak and the risks to our forecast that house prices will rise by 1.5% in the year to Q4 2026 are still skewed to the downside. But... 13th August 2026 · 3 mins read
US Housing Market Outlook Housing recovery still some way off Strengthening economic growth will not provide much of a lift to the housing market, which we expect to remain in its structural malaise as mortgage rates stay above 6% over the forecast period. We... 12th August 2026 · 11 mins read
UK Commercial Property Update RICS survey implies risk of UK commercial property capital value falls is declining The Q2 RICS survey showed little change from the previous quarter, although a rise in capital value expectations suggests the impact of the Iran war on yields is now projected to be smaller. Overall... 30th July 2026 · 3 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Jul. 26) Higher risk-free interest rates and uncertainty from the war in Iran have led banks to tighten the availability of lending to commercial real estate. But property equities pricing has recovered from... 22nd July 2026 · 1 min read
UK Housing Market Outlook Lower mortgage rates and tight supply to boost prices We suspect house prices will rise only gradually over the rest of 2026 and end up around 1.5% higher in Q4 2026 than a year earlier. But our view that Bank Rate, and therefore mortgage rates, will... 21st July 2026 · 11 mins read
UK Commercial Property Outlook Income returns to dominate as yields hold steady The rise in gilt yields following the Iran war has so far not led to any increase in property yields, and we expect investors will largely look through what will be a temporary spike in risk-free... 2nd July 2026 · 22 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Jun. 2026) The continued weakness in some leading indicators of buyer sentiment suggests that the risks to our view that house prices will rise by 1.5% in the year to Q4 2026 lie to the downside. However, if... 29th June 2026 · 1 min read
UK Commercial Property Update RE:UK Consensus Forecasts (May 26) The May RE:UK consensus forecasts showed that higher risk-free rates due to the Iran war are expected to hit commercial property capital values in 2026, and all-property total returns for the year... 28th May 2026 · 3 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (May 2026) While some leading indicators point to a sharp slowdown in house price inflation in the coming months, the smaller rise in mortgage rates since the start of the Iran war than in past shocks and the... 28th May 2026 · 1 min 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 Housing Market Update What would a new PM mean for the housing market? None of the three leading candidates to replace Starmer as Prime Minister advocate an increase in total housing supply, not least due to the fiscal constraints. But Rayner and Burnham may be more... 21st May 2026 · 4 mins read
US Commercial Property Update Q1 RICS survey implies Iran war will increase US cap rates The latest RICS survey showed that the Iran war has dampened both occupier and investor sentiment, with the latter seeing a larger fall. Rental expectations held up though, which implies the fall in... 18th May 2026 · 3 mins 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 Commercial Property Update RICS survey points to higher UK property yields from Iran war The Q1 RICS survey showed surveyors don’t expect the Iran conflict to have an impact on occupier demand across any of the major sectors. That said, there was a deterioration in capital value... 30th April 2026 · 3 mins read
UK Housing Market Update One-year rent freeze could lead to higher rents further ahead While a one-year rent freeze would temporarily suppress rents for households currently in rental contracts, a further squeeze of landlords’ possible returns risks exacerbating the already tight supply... 28th April 2026 · 4 mins read
