UK Homebuilders: 2025 Q4
Budget Underwhelms; Prefer Names with Little London and Southeast Exposure.
The UK autumn budget made minimal direct changes for homebuilders, focusing instead on higher taxes for landlords and expensive properties. While house prices are recovering and mortgage rate cuts may boost first-time buyer activity, affordability remains a challenge, especially in London. Despite economic headwinds, the fundamentals of the housing market show encouraging signs of strength and potential growth.
Our latest report examines the forces shaping the UK housing market, from pricing trends to policy risks, and highlights where investors may find growth opportunities.
Download and explore key trends, the growth potential of UK homebuilders, and investment opportunities.
What’s inside:
- Key trends shaping healthy long-term demand for new housing
How the UK Government is investing in affordable housing and loans
Learn which UK Homebuilders' companies are currently undervalued