The Weekly Take from CBRE New Horizons: Why Global Capital Is Eyeing U.K. Real Estate
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Jul 7, 2025 In this discussion, Nick Montgomery, Global Head of Real Estate for Schroder's Capital, and Lee Bruce, CBRE's executive director, dive into the rebounding U.K. real estate market. They highlight how AI is revolutionizing valuations and investment strategies. The duo also emphasizes the sharp divide in the office market, where premium spaces thrive while lower-grade assets struggle. Sustainability emerges as a key driver for investors, favoring green buildings. International confidence resurfaces, particularly from Asia and Australia, signaling a bright future for U.K. real estate.
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Market Uncertainty Meets Opportunity
- The real estate market shows significant uncertainty but remains attractive due to recent repricing.
- Long-term structural trends and cautious optimism position it as a promising investment point.
Sustainability's Value Impact
- Sustainability increasingly influences property values, with green buildings earning premiums.
- Obsolete brown assets face discounts, highlighting the importance of decarbonisation in real estate.
UK Real Estate Valuation Resilience
- UK real estate valuations have faced challenges amid slowing transactions but benefit from strong market transparency.
- Recent international capital flows, especially from Australia and Japan, indicate market resilience.