The Property Podcast Market Update - September 2025
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Sep 11, 2025 The property market faces upheaval as whispers of tax changes swirl. Recent data reveals conflicting trends in house price growth, with London expected to shine amidst a broader slowdown. The rental market looks robust despite legislative uncertainties surrounding the Renters' Rights Bill. Insights on potential shifts from stamp duty to a new property tax could reshape investment dynamics. Stay informed as experts dissect these developments and their implications for landlords and renters alike.
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House Prices Are Tepid
- Nationwide and Halifax show house price changes around 2% year-on-year, with monthly moves small and mixed.
- In real terms (after inflation) property prices may be falling, so gains are limited right now.
Pricing Dictates Speed Of Sale
- Asking prices (Rightmove) have fallen three months running and are highly price-sensitive.
- Correct initial pricing sells in ~32 days versus ~99 days after reductions, showing strong listing-level sensitivity.
London Outperformance Is Controversial
- Capital Economics predicts London to outperform, but hosts view that as contrarian and historically unreliable.
- London may recover, but the hosts doubt a strong outperformance within 12 months versus other regional growth hotspots.