Take the Housing Minister at His Word
“Fully expected and anticipated in opposition.” That is how Matthew Pennycook described the collapse…
Black Swans, Transmission Impacts and Ceasefires – Part 4
There was much relief when a ceasefire of sorts was announced earlier this week. But it doesn’t…
Black swans, cost inflation and the London Mayor is now King – Part 3
It is now increasingly clear that this conflict is not a short-lived shock despite the American President’s…
Black Swans, Bond Markets and the Housing Pipeline – Part 2
On Monday morning President Trump published on his Truth Social platform “I AM PLEASE…
The Waiting Game
How Lloydism risks detonating the master developer model, triggering a land strike, and leaving Britain’s housing pipeline…
Concrete, Construction and Collapse: What Plunging Material Demand Tells Us About UK Planning
In isolation, a drop in concrete sales might look like a cyclical…
Planning reforms welcome but piling costs onto builders undermines housing delivery
We all love our festive traditions. Buying the tree, decorating the house and wrapping presents, all soundtracked…
We have a big equity gap for UK housing: can the Budget address it?
As the UK heads into the 2025 Budget, a paradox confronts the residential development funding sector: while…
Big capital stuck in UK Capital
Last week we saw another sign of the decapitalisation of the London residential development market with
Everything you have always wanted to know about funding home building (but were afraid to ask)
The UK housing development sector is being decapitalized. Evidence? The thousands of homes in static consents across…
