2 September 2026
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Real estate bulletin - September 2026

To The Point
(5 min read)

With market confidence gradually returning, attention is increasingly turning from recovery to repositioning. Investors, developers and lenders are weighing up where growth will come from, how regulatory reform will affect portfolios, and what the next generation of assets will look like. Against a backdrop of political change and renewed emphasis on growth, housing and infrastructure, the direction of travel for the sector is becoming clearer.

This quarter, five themes stand out:


Key insights this quarter

Data centres, logistics and infrastructure

Demand for data centres and the warehouse of the future continues to reshape investment decisions, creating new opportunities while reinforcing the importance of power, connectivity and strategic locations.

Read more: Logistics: Warehouse or Data Centre?

1954 Act reform: the most important leasing changes in years?

The 1954 Act consultation continues to gather pace. Proposed changes affecting future renewal tenancies and alternative dispute resolution could significantly influence leasing strategies for landlords, occupiers and investors.

Access the full series here

Planning, housing and place-making

From planning and social policy to affordable housing delivery and new devolution powers, policy reforms could have a significant impact on regeneration projects, housing schemes and development pipelines.

Future-proofing assets

Focus continues to grow on EPC B compliance, managing vacant commercial premises and navigating changing approaches to business rates mitigation as investors seek to protect long-term asset value.

Building safety and asset liability

The evolving Building Safety Act regime, increasing scrutiny of fire risk management, and growing focus on operational accountability continue to impact asset owners, developers and those responsible for managing property risk.


Don't miss...

The Future of the City of London

What will the City of London look like in 2036? Drawing on interviews with leading business figures and stakeholders, our latest report explores four future scenarios for London and the economic, political and societal forces that could shape them. A thought-provoking read for anyone interested in the future direction of the UK's leading business district.

Download the report here: The Future of the City of London

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