I recently chaired the latest 360 Signals | Real Estate Markets discussion, bringing together our Research experts to take a cross-sector look at what is really shaping the UK real estate market.

My biggest takeaway? There is no single story. The market is becoming increasingly selective - and that is creating a much clearer divide between where the fundamentals are strong and where they are not.

Across the sectors, we are seeing a similar pattern. In Central London, occupiers continue to commit to high-quality, sustainable offices, while secondary stock is increasingly being left behind. Industrial and logistics is benefiting from strong occupier demand, but suitable supply is tightening. Living remains a compelling investment story, but high development costs are making it harder to deliver new stock. And in the regions, Birmingham is among the markets giving us genuine reasons for optimism.

There are equally important shifts happening across rural and residential markets, where changing costs, policy, affordability and buyer expectations are reshaping the outlook.

For me, the message is clear: capital is still there, but it is becoming more discerning. Quality, resilience and long-term fundamentals are increasingly determining where the opportunity lies.

In the latest episode of 360 Signals | Real Estate Markets, we explore these signals in more detail - and what they could mean for the market through the rest of 2026.

Watch the latest video or listen on your preferred podcast platform, and subscribe to stay ahead of the signals shaping the built environment. Tune in to episode 3

New to the podcast series? Explore previous episodes to see how the market narrative has evolved and discover the themes continuing to shape UK real estate. Discover more