Early-2026 conditions point to a tentative recovery phase for UK real estate, shaped by easing inflation, cautious rate cuts, and selective investor re-engagement, based on analysis by Schroders’ UK real estate team.
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Capital values resumed modest growth in 2025, led by industrial, residential, and retail assets, while offices remain under pressure amid sharp quality polarisation.
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Monetary easing and yield compression support forward returns, with 2026 total returns projected at 9–10%, well above long-run averages.
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Occupier demand is subdued but structurally supportive for high-quality, sustainable assets amid constrained future supply.
Where might this nascent recovery strengthen—or stall? The full commentary explores sector-level risks, return drivers, and portfolio positioning in depth.
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