(5 min read)
Welcome to the latest edition of Real Estate Insights - our quarterly round-up of the developments that matter most to investors, developers and lenders. With the industry coming together at MIPIM in March and UKREiiF in May, it’s been a valuable moment to take stock. Encouragingly, we’re starting to see green shoots, with PERE capital beginning to flow again and new deals coming to market. At the same time, significant structural, regulatory and operational pressures continue to reshape how real estate is invested in, developed and managed.
In this edition, we spotlight the latest trends and updates shaping the industry, including:
Key insights this quarter
Smart buildings = new compliance risk
As assets become more connected, EU developments are pulling real estate operations into the spotlight - particularly around cyber resilience and how digital infrastructure is managed.
Income assumptions are shifting
Proposals on upwards-only rent reviews are starting to challenge core underwriting assumptions, while the Renters’ Rights Act reshapes possession and enforcement risk.
Viability: new tools are emerging
The introduction of the Housing Streamlined Subsidy Scheme signals a more pragmatic approach to unlocking stalled schemes, particularly where viability gaps are the key barrier.
International focus: Spain
For investors active in Europe, income attribution in Spain is a critical structuring issue, while lessons from Spain’s infrastructure playbook highlight why some markets deliver more effectively than others.
Delivery risk is rising
The push for decarbonising PFIs, combined with ongoing geopolitical disruption, is increasing pressure on delivery timelines, cost assumptions and project risk allocation.
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