Housebuilding forecast to bounce back
Original Article Summary
Market turbulence weighs on near-term outlook, but recovery expected from next year
Investor Analysis
Glenigan forecasts UK housebuilding will contract in 2026 before a strong recovery from 2027, with private output falling 5% this year then rising 13% in 2027, driven by lower borrowing costs, planning reforms, and eased regulatory bottlenecks.
Investor Relevance
Supply-constrained rental markets in 2026 may support yield stability for existing landlords, while developers should plan for a 2027-28 recovery window shaped by planning reform momentum and Building Safety Regulator acceleration — timing acquisition and development pipelines accordingly.
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