Report

UK Economy & Real Estate Outlook - June 2026

01.7.26

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The UK economy and real estate markets have entered the second half of 2026 against a backdrop of significant political and geopolitical change. With the resignation of Sir Keir Starmer and a truce in the Middle East, the outlook for inflation, interest rates and property markets has shifted once again, creating both risks and opportunities for investors.

Our latest UK Economy & Real Estate Outlook examines how these developments are shaping the prospects for commercial and residential real estate. It highlights the sectors best positioned for growth, including industrial, prime offices and retail parks, while exploring the challenges facing traditional retail, secondary offices and the housing sales market.

The report also considers the outlook for rental growth, investment activity and total returns, providing insight into where value is likely to emerge as the economic and political landscape continues to evolve.

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Sue Foxley

Research Director

Sue leads a dynamic programme of research at Bidwells. Working with her colleague Mark Callender, she is particularly focused on the real estate implications of the science and technology sector.

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Mark Callender

Research Partner

Mark was appointed as research partner to focus on high-growth sectors, including renewable energy, science and technology, and natural capital markets.

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