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United Kingdom.

All briefings on United Kingdom real estate.

United Kingdom market note

The UK 2026: Navigating the Refinancing Wave with High-Conviction Equity

The UK maturity wall is generating the cleanest recapitalisation pipeline in a decade. Industrial supply remains acute, residential growth compounds to ~25% by 2030, and political clarity has restored the yield-to-gilt spread.

14 Apr 2026 Read
United Kingdom deep dive

United Kingdom: From Fiscal Clarity to Transactional Momentum

The UK enters 2026 with base rates at 3.75% and a genuine path back to liquidity. Savills has lifted total return forecasts to 7.8% per annum through 2030, but the real story is regional dispersion and the recapitalisation pipeline.

21 Jan 2026 Read

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Market notes from our desk —
monthly.

Short, sharp briefings on European real-estate equity flows, Basel IV, and deal structure. No fluff.

i Capital flows and equity structure across Germany, UK, France, Spain, Luxembourg.
ii Regulatory notes — Basel IV, CSRD, SFDR — what actually matters to deal structure.
iii Select case notes from our ready-to-build pipeline.

Ships month-end ~8 min read

ISSUE 18 · APR 2026

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“Why the German residential stack is re-pricing — and which ready-to-build windows close first.”

Partner note Capital structure