Market Update - April 2026

It’s market update time and there’s a lot to unpack...

Rob & Rob dig into the impact on the market from the conflict around the world, reporting on house prices and a fascinating picture of where UK property investment is heading.

• (0:44) Nationwide’s report on house price growth
• (2:33) Rightmove’s 11-year high supply
• (3:15) Strong rental yields blast past 8% nationally, and higher in other areas
• (5:47) Rents for new lets climbing again, including London back on the up
• (6:44) Post-covid figures, proving the return to city living is real
• (8:29) What landlord demographics tell us about where the market is heading
• (12:00) Mortgage market data in a volatile world and Bank of England rate decision
• (14:36) Renters’ Rights Act updates ahead of 1st May
• (15:55) Hub Extra

Links mentioned:

• Use Claude for Excel

House prices:

• Nationwide’s house price index
• Rightmove’s 11-year house supply

Rents:

• Rental yield rise
• Newly-let rents turn positive
• ONS private rent and house prices

Landlord behaviour:

• Property118 Q1 landlord sentiment survey
• Population of landlords with fewer properties decline
• Population of limited company landlords rise

Mortgages/Interest rates:

• Bank of England’s Rate
• Mortgage market impact on the conflict in Iran

Renters’ Rights:

• Renters’ Rights Act Information Sheet
• Pegasus Insight: 25% of landlords unaware of RRA changes
• London Assembly Housing Committee: 2/3 of tenants unaware of RRA changes

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