UK Real Estate: A Spring In Its Step?

Spring is in the air in the United Kingdom, and notwithstanding the market turbulence caused by the recent US tariffs, green shoots are evident in its real estate market. As the feeling of change we highlighted in our Investment Outlook 2025 continues to roll across the globe, there remains the chance of frosts and storms. However, overall, we look ahead to a generally predictable and gradually improving investment climate. In the attached note, we outline the latest developments in the key macro factors we monitor, update our views on the main UK property sectors, and take a closer look at the central London residential market. .