Helpful Articles

• 1 March 2026

Sunday Supplement 1 Mar 26 - Prices, conflicts and the future

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.

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• 22 February 2026

Sunday Supplement 22 Feb 26 - HMRC's Record Month and Midlands Malaise?

UK growth is held back by underperforming cities outside the South East; boosting Midlands city productivity is key to unlocking national economic potential.

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• 15 February 2026

Sunday Supplement 15 Feb 26 - The St Valen-Treacle Day Massacre

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.

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• 8 February 2026

Sunday Supplement 08 Feb 26 - Holding on, just

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.

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• 1 February 2026

Sunday Supplement 01 Feb 26 - Free Money at 0.1%, The S106 Emergency, and The Great Leasehold Reset

£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.

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Landlords • 25 January 2026

Sunday Supplement 25 Jan 26 - London is falling, but is the bottom close?

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.

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• 18 January 2026

Sunday Supplement 18 Jan 26 - Revisions and Interference

"Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it." - Albert Einstein

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News • 11 January 2026

Sunday Supplement 11 Jan 26 - Kick-off

Early signs of a mild zombie apocalypse: higher rates and wages are killing off weak firms, clearing space for stronger, more productive replacements.

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Articles • 3 January 2026

Sunday Supplement 04 Jan 26 - The Propenomix Forecast for 2026

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.

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Articles • 14 December 2025

Sunday Supplement 14 Dec 25 - Homes for Christmas

"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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Articles • 7 December 2025

Sunday Supplement 7 Dec 25 - A New Dawn

"The English Housing Survey consistently reveals a tale of two Englands: for some, home is a safe haven and a substantial asset; for millions of others in the private and social rented sectors, it's a...

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Articles • 30 November 2025

Sunday Supplement 30 Nov 25 - The Greatest Trick the Devil Ever Pulled

"Spend now, pay later." - Helen Miller, chief exec of the Institute for Fiscal Studies, nicely framed. This week’s quote pertains to the deep dive, as usual, and I tackle the Budget summary from a cou...

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