Market Lens: UK Landlord Sentiment 2026

Regulation is the new risk. The market is adjusting.

Discover how UK commercial landlords are managing the weight of regulation, shifting tenant expectations, and a rate environment that has stopped falling and what the data says about where the market goes from here.

 

Download your copy to uncover:

  • Why regulatory compliance has overtaken interest rates as the defining challenge.
  • How UK sentiment moved less than any other market and what that tells you about where the UK was already positioned.
  • Which asset classes are delivering and which are quietly losing ground.
  • What landlords with loans maturing in 2026–2027 are actually planning to do.

 

 

 

 

 

Explore the Market Lens Report

Key Findings Preview

 

  • Regulation: Regulatory compliance jumped to the top challenge at 61%, up 24 points year-on-year - the highest reading of any region surveyed.
  • Tenants: Flexible lease demand at 65% is the dominant UK tenant signal, well ahead of AU (31%) and NZ (39%).
  • Asset classes: Industrial leads at net +33. Retail high street sits at -28 - the deepest underperformance of any asset class in any market surveyed.
NZ_LinkedIn_1

What you will find inside:

 

  • Proprietary sentiment, asset performance, ESG readiness, and tenant demand data from UK commercial landlords, benchmarked year-on-year against 2025.
  • MEES 2028, the April business rates revaluation, and ESG compliance are now embedded in investment decisions, not just operations - understand what that means for your portfolio.
  • Signals on rental growth, flexible lease strategy, regional opportunity, and how to navigate the highest divest intent of any market in this year's survey.
lease lengths_1