Monday morning briefing 2025 12 15

hammondjon
Dec 15, 2025
2 min read

Well good morning LinkedIn friends, lovely to be in your company again. It’s been an oddly stop start week or two for news in the property sector, so let’s dig in.

-> “lifecycle living” is becoming more widely recognised as attitudes to renting change and demand changes for high quality #buildtorent homes increases across the asset classes from PBSA to (possibly still awkwardly named) co-living, BTR (incl. Single family homes) and later living.

-> The rental market has steadied as supply improves and demand continues. @Zoopla’s latest report shows the UK rental market stabilising, with more homes available, slower rental growth, and reduced competition as demand eases and supply rises

-> @Housemark, the data insight company, says that engaging with residents over the phone rather than online can can improve tenant satisfaction and lead to happier customers

-> All three of construction's sub-sectors have seen their sharpest drop in activity since May 2020, according to the latest S&P Global UK Constructiion data reports @Property Week

-> Almost 18 months after the government's landslide and key policy announcement of delivering 1.5mn homes in this parliament, @Homes England released their latest strategic 5 year strategy plan, with such golden and visionary nuggets as:

Significantly increase new housing supply and accelerate housing delivery across all tenures.
Deliver the biggest increase in social and affordable homes in a generation.
Unlock new institutional investment for housing and mixed-use schemes and deliver financial returns.
Collaborate with partners and local leaders to enable development and regeneration that boosts local economic growth.
Foster innovation and create market conditions to support a dynamic, diverse, and sustainable built environment and housing sector.
Ensure homes are safe, secure , and decent, and residents safeguarded.

Ignoring that the previous plan wasn’t to build homes in opposition to local partners and leaders, turn down international investment and hope the homes were neither secure nor safe, but despite the rise in renting as an asset class and tenure, @The Association for Rental Living possibly forced to comment “.....there appears to be no integrated strategy for increasing private rental housing supply as part of a balanced tenure mix, and no explicit reference to Build to Rent, the fastest growing housing tenure in the UK. Nor is there recognition of Build to Rent’s role in the placemaking, stewardship, and long-term management of communities or guidance on partnership models between Homes England and Build to Rent operators.” reported @BTR Today