Real Estate Markets 360 Signals

REAL ESTATE MARKETS 360 Signals

In this latest edition of our Real Estate Market 360 Signals, our Research team share actionable insights from across the commercial, residential and rural markets.

Watch the video to discover in-depth analysis and expert perspectives on the key trends influencing the real estate market.

Access to Real Estate Markets 360 Signals

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Key insights include:

Economy

Inflation remains on a downward path, and the labour market is losing momentum, keeping the Bank of England on track for a potential rate cut in Q1 2026. Conditions are stabilising, but uncertainty remains.

Capital Markets

Investment held steady in 2025, with strong demand for prime, well‑located assets. Central London offices and industrial portfolios continue to lead activity as financing conditions improve.

Industrial & Logistics

Occupier demand surged past 30m sq ft, while Grade A supply remains limited. A constrained development pipeline signals continued rental strength into 2026.

Offices

London: Strong take‑up, record prime rents, and tightening Grade A supply. Regions: Leasing above trend, rising prime rents and low development levels supporting performance.

Living Sectors

BTR, SFR and co‑living remain undersupplied despite softer tenant demand. Student housing fundamentals remain robust, especially in top university cities.

Residential

Northern regions lead price growth, while London edges down slightly. PCL remains resilient, with strong activity at the top end of the market.

Rural

Agricultural transition is reshaping farm businesses. Land supply is low and prices remain near record highs.

_{Published 12.02.2026}

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Contacts

If you have any queries or would like to discuss any of these optics further, get in touch with one of our experts

Vanessa Hale

Head of
Research & Strategy
vanessa.hale@realestate.bnpparibas

Charlie Tattersal

Senior Associate Director
Capital Markets Research
charlie.tattersal@realestate.bnpparibas

Mhairi Thomson

Associate Director
London Offices Research
mhairi.thomson@realestate.bnpparibas

Josh Arnold

Associate Director
Regional Offices Research
josh.arnold@realestate.bnpparibas

Rebecca Shafran

Director
Alternative Market Research
rebecca.shafran@realestate.bnpparibas

Matthew Henderson

Associate Director
Residential Market Research
matthew.henderson@realestate.bnpparibas

Jason Beedell

Senior Director
Head of Rural Research
jason.beedell@realestate.bnpparibas

Eoghan Morgan

Associate Director
Industrial & Logistics Research
eoghan.morgan@realestate.bnpparibas

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