Property investment insights, market analysis, and expert advice
El-Erian warns old playbooks fail as rates, tariffs and volatility reshape markets. Plus UK property trends and April’s Manchester workshop.
Read More →When tides turn, weak plans show: tighten finance, lock rates, structure exits, and focus on resilient property opportunities.
Read More →Thomas Sowell reminds us that property, policy and investing are all about trade-offs. This edition covers UK market momentum amid record listings and steady transactions, ONS rents/house prices, homelessness pressures, gilts/swaps, and geopolitical risk driving oil uncertainty. Plus: April Manchester Property Business Workshop on structure, tax and exit planning, and deep dives on social housing finance, need-led supply, retrofit delivery and land pipelines.
Read More →UK growth is held back by underperforming cities outside the South East; boosting Midlands city productivity is key to unlocking national economic potential.
Read More →London’s sales listings are being reshaped by a landlord sell-off: 31% of homes for sale in the capital are former rentals, nearly three times the national norm, according to Zoopla data cited in the GLA Housing Market Report (Feb 2026)—a clear signal of shifting investor sentiment and changing supply dynamics.
Read More →Bank of England week: more real-world scenarios over models, plus UK property workshop (exit & SSAS), US/UK trade politics, and housing market data showing high supply, steady sales and easing rates.
Read More →£39bn over 10 years isn’t transformational, more pilot than revolution, set against years of underinvestment, with leasehold reform, co-living momentum and BTR delivery risks in focus.
Read More →UK Property & Macro: Watkin's real-time stats, 3.4% inflation, 5.1% unemployment, and analysis of the Warm Homes Plan, EPC cap changes, and rental sector squeeze.
Read More →"Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it." - Albert Einstein
Read More →Early signs of a mild zombie apocalypse: higher rates and wages are killing off weak firms, clearing space for stronger, more productive replacements.
Read More →Adam Lawrence is back with the first supplement of the year. In this week's edition, he gives us his forecast for the year ahead.
Read More →"Home is not where you live, but where they understand you" - Christian Morgenstern, German writer and poet. This week’s quote pertains to the deep dive, as ever, and I get into one of the very...
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