All United Kingdom articles
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White papersWhere differentiation still drives returns
European mid-market real estate lending is no longer an immature or lightly competed market. It is well developed, highly intermediated and, in some respects, mature.
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White papersThe shift to rent - Unlocking senior house demand
Today’s seniors in the UK are in a unique position relative to previous generations. They live longer, are healthier, better educated and wealthier than their predecessors. The decisions seniors make around housing are driven by quality of life, ability to manage activities of daily living, their own personal and family circumstances, and affordability.
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White papersBrexit a Decade On: What it means for UK investors today
Ten years on from the Brexit referendum, the UK economy has shown resilience, but the equity market tells a more nuanced story. Large caps have led returns, while mid and small caps have de-rated despite earnings growth, driven in part by weaker sentiment and sustained outflows. In this insight, Premier Miton’s Matthew Tillett explores what’s behind this divergence and whether current valuations already reflect much of the negative outlook. This is a marketing communication.
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White papersDC Members Are Backing Britain—But Not at Any Price
As the UK government seeks to enlist pension savers’ capital for productive investment in the UK economy, our latest YouGov research suggests defined contribution (DC) savers are open to the idea in principle—but that support is sensitive to potential trade-offs in returns.
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White papersDC Members Have Clear Preferences Regarding UK Investments
Based on our latest YouGov survey of over 2,000 UK defined contribution (DC) members, many savers are receptive to the idea of supporting UK investment, but support weakens when it’s framed as coming at the expense of potential returns.
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White papersDC Value for Money: 12 Steps to Better Member Outcomes
For ambitious regulation to succeed, objective metrics are needed to sharpen accountability.
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Asset Manager NewsGenerali Real Estate enters the UK hospitality market with the acquisition of Novotel Tower Bridge London
London - Generali Real Estate, part of Generali Investments, has completed the acquisition of the Novotel Tower Bridge London. Following this transaction, Generali Real Estate’s pan-European hospitality portfolio now reaches approximately €1 billion.
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White papersSolid foundations: Delivering social value to unlock investment value
Supporting employment, skills and training opportunities for local people produces lasting social value. But it is also key to delivering long-term investment returns.
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White papersUK real estate in 2026: an income‑led real asset opportunity
UK commercial property has undergone a period of repricing and adjustment but is once again demonstrating the qualities long-term investors value most: resilient income, relatively low volatility and tangible scope for value creation through active management.
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White papersStarmer Drama - ‘It’s not about who’s in charge - it’s about the maths’
In the latest Fixed on Bonds blog, Lloyd Harris examines the structural forces behind rising gilt yields, highlighting how markets are responding to debt dynamics, fiscal constraints and policy credibility, rather than political headlines alone.
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White papers2026 Europe - Student Housing, Sector Update
On the Continent, we have continued to observe strong performance of student housing assets. However, the latest academic year marked a material slowdown in operational performance for assets in the UK. Pricing in the sector has reflected changing fundamentals, as yields on the continent have remained stable or shown early signs of compression on a small number of markets, including Spain, Italy and Denmark.
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White papers2026 Europe - Specialty Residential, Sector Update
Residential performance in 2025 remained robust in 2026. The sector continues to be characterised by strong operational performance, with occupancy remaining high and positive rental growth across key target markets.
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White papers2026 Europe - Self Storage, Sector Update
The self storage sector in the Europe continues to see solid fundamentals, with strong rental growth and stable occupancy despite a marked increase in supply reflecting demand for the sector. Self storage’s relative outperformance to other commercial real estate sectors continues to drive an increase in institutional interest in the sector.
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White papersUK Real Estate: Talking Points April 2026
Welcome to Columbia Threadneedle Investments’ concise quarterly snapshot of current real estate market trends, using transparent market data to summarise key implications for asset allocation and performance prospects.
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White papersUK real estate market commentary - April 2026
Renewed geopolitical upheaval has clouded the economic outlook and could slow or stall the nascent real estate recovery, but supportive factors related to supply constraints and extensive repricing in recent years remain.
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White papersUK Senior Housing Comes of Age
The UK senior housing sector has evolved from a niche alternative sector into a major component of institutional real estate portfolios. Below, we examine the forces shaping the market, including demand-supply dynamics, performance and return drivers, recent transaction activity, and broader challenges and opportunities.
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White papersMind the underinvestment gap: Shaping the UK’s future through private markets investment
With significant underinvestment placing pressure on the UK’s social infrastructure, we consider how institutional capital can drive regeneration and unlock long term social and economic benefits.
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Asset Manager NewsAvailable now | Redevco’s research paper on Funding Europe’s Green Transition
Around €100 billion of European office assets sit in EPC D/E categories requiring reinvestment by 2030, Upgrading to EPC B could require approximately €10 billion, or €2.5 billion annually through 2030, Retrofit spending represents an estimated 10–20% of annual office lending volumes
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White papersNavigating divergence in Europe’s student housing market
Purpose Built Student Accommodation (PBSA) has matured into a recognised institutional asset class over the past decade. Across the UK and increasingly in Europe, the sector’s resilience and income stability have attracted long-term capital, underpinned by rising enrolments, global student mobility, and a structural undersupply of appropriate accommodation.
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White papersIs the UK market at a turning point?
Recent developments across private and public markets suggest the UK may be moving toward a period of greater alignment between capital, policy and fundamentals. We reflect on where selective opportunities are beginning to form and what they could signal for long‑term allocators.
