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UK housing market fragile as landlords curb rentals

Created at 10 Jun · 11:07 PM2 sources↑ Market-relevant2 events
IN SHORT

Britain's housing market showed little sign of recovery in May, with buyer interest unchanged and house prices continuing to fall. Landlords also reduced rental property offerings following new tenant protections.

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Key Numbers

-34%new buyer enquiries unchanged
-37%agreed sales reading
-35%house price measure
-25%near-term sales expectations
+2%12-month sales expectations
-28%landlord instructions for rental properties
+36%rent expectations

Who's Involved

Royal Institution of Chartered Surveyors (RICS)
surveyed UK housing market activity and landlord sentiment
Tarrant Parsons
RICS head of market research and analysis
Bank of England
monetary policy authority whose actions influence market sentiment

↳ Why This Matters

The continued fragility of the UK housing market and the reduction in rental property availability indicate ongoing economic pressures affecting both buyers and renters, with potential implications for inflation and household finances.

Key facts

  • UK housing market activity remained subdued in May, according to a Royal Institution of Chartered Surveyors (RICS) survey.
  • New buyer enquiries were unchanged at -34%, marking the first time since January the figure did not decline.
  • The reading for agreed sales was -37%, also unchanged from the previous month.
  • House prices continued to fall, with the measure holding at -35% for the second month.
  • Landlord instructions for rental properties decreased significantly to -28%, the weakest since December.
  • Tenant demand in the rental market rose, and rent expectations strengthened to +36%.

Britain's housing market showed little sign of recovery in May, with buyer interest remaining stagnant and house prices continuing their decline. The Royal Institution of Chartered Surveyors (RICS) reported that the measure for new buyer enquiries was unchanged at -34%, the first time since January it did not worsen. Similarly, agreed sales held steady at -37%. The house price measure also remained unchanged at -35% for the second consecutive month, indicating the broadest fall in prices since November 2023.

However, there were slight improvements in forward-looking indicators. Near-term sales expectations edged up to -25%, and over a 12-month horizon, sales expectations rose to +2%, with price expectations following a similar trend.

In the rental market, new protections for tenants introduced in May appear to have deterred landlords, with landlord instructions falling to -28%, the weakest reading since December. Despite this, tenant demand increased, and rent expectations strengthened significantly to +36%, the highest level since May 2025.

Tarrant Parsons, RICS head of market research and analysis, noted that the possibility of further interest rate hikes by the Bank of England is likely to keep market sentiment fragile.

Frequently asked questions

The UK housing market remained fragile in May, with buyer interest stagnant and house prices continuing to fall, according to a RICS survey.

The measure for house prices held at -35% for the second month in a row, indicating a significant decline.

Landlords reduced the number of rental properties offered, with instructions falling to -28%, the weakest since December, following the introduction of new tenant protections.

Near-term sales expectations improved slightly, and 12-month sales and price expectations also showed a positive trend, though overall market sentiment is expected to remain fragile due to potential interest rate increases.

What Happens Next

01The Bank of England will continue to assess inflation risks and make interest rate decisions.
02Future RICS surveys will track the ongoing trends in buyer enquiries, sales, prices, and rental market activity.

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Cadence

How It Developed

New buyer enquiries in the UK housing market remained unchanged in May.
Agreed sales reading held weak at -37% in May.
House price measure remained at -35% for the second consecutive month.
Near-term sales expectations improved slightly to -25%.
Landlord instructions for rental properties fell to their weakest since December.
Tenant demand in the rental market increased.
Rent expectations strengthened to +36%.

Sources

T1
UK property market remains fragile and landlords curb rentalsReuters via PiQSuite
T1
UK property market remains fragile and landlords curb rentalsPiQSuite

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