343 construction firms went insolvent in July, construction's 17th straight month as the worst-hit sector in England and Wales. Specialist subcontractors take the volume, but it's the main contractor failures that leave developers holding half-finished schemes.

The "landlord exodus" story depends entirely on which survey you read. Goodlord has active sellers down from 35% to 24% YoY. Same week, other data shows 93k left in 2025 with 110k more forecast this year. Landlords with easy exits already left, the rest are stuck deciding.

What if someone made a tool that's actually affordable, helps you underwrite real estate deals, organises your documents, shows you comps, and lets you forecast prices by region?

60% of home builders say BNG requirements have made them drop sites that would've been viable before. On top of that there's a new £3k per home levy coming this autumn and the Future Homes Standard adding roughly £10k per home. Basically stacking three separate cost layers and people are wondering why nothing's getting built.

It looks like only 11% of former rental homes in London actually got listed again after being sold. Outside London it's 6%. So landlords selling up means those homes leave the rental market for good, not just change hands to a different landlord. That's the real supply story, not the exodus headline.

Retail warehouse vacancy just hit a record low, 4.7%. Only 0.54 million square feet of new space is consented for the next two years, against 199 million already standing. Everyone stopped building these years ago and now there's basically nowhere left to put a new one.

1/ Gilts hitting 28 year highs isn't just inflation and Budget nerves. There's a structural piece too. DB pension funds used to be the natural buyer of long dated gilts to match their liabilities. Now that rates rose, most of them are already fully funded and don't need nearly as much. BoE's own research says this straight up, the natural buyer base shrank and more price sensitive money stepped in to fill the gap. That's part of why 30 year yields move so much harder on bad news now than they used to.

Manchester Grade A office vacancy is down to 0.6% right now. That’s basically nothing. Kind of breaks the whole ‘nobody wants office space anymore’ narrative when you actually look outside London.

Most development appraisals still use one blended growth rate for the whole hold period. UK real estate investment data increasingly shows sector and regional divergence within the same year. We built FiMod to model that divergence rather than average it away.

England's national short-term let registration scheme was announced back in February 2024. Targeted for April 2026. Still no portal, no fee structure, no live date beyond 'sometime in 2026.' Meanwhile 257,000 listings just keep operating like nothing's changing, because for two years, nothing has.

UK industrial rents were growing 13.2% a year in 2022. Now it's 4.5%. Still positive, still above inflation, but anyone who underwrote a scheme off 2022 numbers is sitting on a very different set of assumptions today.

UK commercial investment hit £49bn annually, highest since Q1 2023. But deal count actually fell versus last year, 351 transactions in Q2, fewer than Q1. Basically a handful of big trades doing the lifting while the actual number of deals getting done keeps shrinking.

Construction starts are down 84% from a decade ago in London, just 5,547 homes broke ground last year against an 88,000 a year target. Now 30-year gilts just hit their highest since 1998 and brokers are already telling people to lock in mortgages before pricing moves again. The supply crisis and the financing crisis just collided.