Publication

Back to Basics: The London housing supply and demand dilemma

Explore the London residential development outlook


The last five years have been characterised by a number of challenges which means the delivery of new homes in London has plateaued significantly below need.

In our latest research articles, we look at what has been built where and by whom? And what does demand for new homes in London look like post-pandemic against the backdrop of a number of wider economic challenges?

We forecast that the supply and demand imbalance will continue in London, outlining where the most significant deficit in the delivery pipeline will be. We also touch on other challenges, including the rising cost of living, meaning London is at risk of losing out on talent and global investment if people can’t afford to live in the city.


Please click below to read each article:

How has the development market changed?

The London residential market has changed significantly over the past five years, however, the new build market has remained resilient in the face of market pressures.

How has the development market changed?

Supply: Who, what and where?

Viability, planning constraints, and increasing affordable targets have been a barrier to development, so what does this mean for supply moving forward?

Supply: Who, what and where?

Demand for homes in the capital remains strong

Are young people really coming back to the heart of the capital? And what impact will the end of Help to Buy have on younger people’s ability to purchase property in London?

Demand for homes in the capital remains strong

What will happen in the next five years?

With a supply and demand imbalance continuing in London, where do we think supply will come from in the future? And, more importantly, at the price points needed?

What will happen in the next five years?

Articles within this publication

4 article(s) in this publication