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The UK's housing problem isn't a lack of capital
When I meet investors, whether pension funds, insurers, sovereign wealth funds or other long-term institutions, the conversation is remarkably consistent. My take: investors want to fund housing. What’s stopping them? They see UK residential property as one of the clearest structural opportunities in real estate. They like the income characteristics. They understand the social need. […]
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UK real estate market commentary – July 2026
Despite heightened geopolitical uncertainty and elevated financing costs, repriced valuations and resilient occupier markets continue to create compelling long-term opportunities in UK real estate. Economic backdrop Shifting outlook The Middle East conflict continues to weigh on the UK macroeconomic outlook, primarily through its effect on energy prices, inflation expectations, and economic confidence. Although the initial […]
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