Tom Bill
Partner, Head of UK Residential Research
Global Headquarters, GB
Latest research
Prime residential
Middle East Conflict Will Impact UK Housing Market in Four Stages
Once the initial headline shock has been absorbed and higher borrowing costs have stabilised, more political uncertainty may lie ahead for the housing market.
16 April 2026
Prime residential
Prime London Rents Rise as Supply Tightens and Middle East Uncertainty Persists
March 2026 PCL lettings index: 224.1 March 2026 POL lettings index: 229.8
10 April 2026
Residential
Middle East Ceasefire to Boost Buyer Sentiment more than Mortgage Market
This week’s ceasefire in the Middle East will steady sentiment in the UK housing market, but mortgage rates are unlikely to drop quickly. Longer-term inflation risks and weaker demand for UK government debt indicate a more gradual downwards path.
09 April 2026
Prime residential
Conflict Weighs on Buyer Sentiment as Markets Start Pricing in Middle East Endgame
Conflict Weighs on Buyer Sentiment as Markets Price in Middle East Endgame
02 April 2026
Residential
Mortgage Costs Rise as Bank of England Risks Fighting Wrong Inflation War
As upwards pressure grows on borrowing costs, there are questions over whether the Bank of England’s hawkish posture is sustainable.
25 March 2026
Residential
Mortgage Market Under Pressure as Central Banks Hold on Super Thursday
As the Middle East conflict escalated this week, borrowing costs rose and central bankers deliberated their next move.
20 March 2026
Residential
Middle East Conflict Clouds Rate Outlook and Budget Plans
Energy market volatility has driven borrowing costs higher, which has forced mortgage lenders to reprice. How long the Middle East conflict lasts will determine the impact on the housing market and the fiscal choices in the autumn Budget.
12 March 2026
Residential
How the Middle East Conflict Could Affect the UK Housing Market
Financial markets could be overreacting in the early days of the conflict as they take a second rate cut off the table this year.
06 March 2026
Rentals
Demand for Flexibility Drives London Super-Prime Rental Market
February 2026 PCL lettings index: 223.7 February 2026 POL lettings index: 229.0
03 March 2026
Prime residential
Political Uncertainty and Rising Supply Weigh on Prime London Prices
February 2026 PCL Sales Index: 5,006.5 February 2026 POL Sales Index: 275.5
02 March 2026