The Property Podcast Market Update - December 2025
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Dec 4, 2025 Rob and Rob dive into an unexpected drop in house prices, highlighting how different regions are affected. They discuss the practical impacts of the recent Budget on property investors, revealing that the outcome isn't as dire as anticipated. Additionally, there's a critical update on renters' rights arriving in May. Surprisingly, they also uncover a significant property story that hasn't caught mainstream attention yet. Wrapping up, they reflect on the year's 'nothing-y' market and offer insights for 2026.
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Sudden Drop In Asking Prices
- Asking prices fell 1.8% in November, driven by a decade-high number of homes for sale and cooling sentiment.
- Properties above £500k were hit hardest due to budget speculation even though the tax changes didn’t happen.
Regional Divergence Outweighs National Change
- HomeTrack shows slight national growth (1.3%) but regional splits matter far more.
- The south shows near-zero or negative nominal moves, which after inflation means real-term falls.
South Concentration Amplified Budget Noise
- The northwest, Scotland and northeast outperformed with nearly 2.9% growth, while London and the south lagged.
- A quarter of homes listed are above £500k and concentrated in the south, so budget noise hit those markets harder.