Cushman-Wakefield-Q4-2022-BTR-Report

CONSTRUCTION

A SLOWDOWN IN NEW HOMES DELIVERY

ENGLAND CONSTRUCTION STARTS & SALES

10 K 15 K 20 K 25 K 30 K 35 K 40 K 45 K 50 K 55 K 60 K

100K 133K 167K 200K 233K 267K 300K 333K 367K 400K

The construction of new homes in England is expected to have slowed as housebuilders face economic headwinds . When the residential sales market slows , housebuilders reduce construction . This is partly a consequence of the perverse incentives that the supply - demand dynamics of our housing market create for housebuilders , which also deepens its cyclical nature . In London , construction starts for homes for private sale have been slowing for several years . This market has faced various risks over the last few years , including Brexit , the pandemic , the end of Help to Buy , increased construction costs , and various economic and political headwinds . This , combined with the growth in the private rented sector , has led to a decline in construction starts on homes for sale in London . Build to Rent delivery , on the other hand , remained strong in 2022, with 5,640 Build to Rent starts , 30% more than in 2021. Last year , Build to Rent accounted for 31% of all new home starts . This is higher than in 2021, when only 26% of starts were Build to Rent . With a large amount of capital still targeting the living sector , we expect Build to Rent to play an important role in the delivery of new homes across the UK , particularly when the sales market is more vulnerable . While there are still challenges , most notably debt and construction costs , the strong fundamentals of the rental market will continue to attract investment .

Starts ( LHS )

0 33K 67K

Sales (RHS)

0 5 K

Q 2 2011

Q 2 1997

Q 2 1995

Q 2 2021

Q 2 2017

Q 2 2012

Q 2 2015

Q 2 2013

Q 2 1998

Q 2 2018

Q 2 1996

Q 2 1999

Q 2 2019

Q 2 2016

Q 2 2014

Q 2 2010

Q 2 2001

Q 2 2022

Q 2 2007

Q 2 2020

Q 2 2002

Q 2 2003

Q 2 2005

Q 2 2008

Q 2 2006

Q 2 2009

Q 2 2004

Q 2 2000

Starts ( LHS )

Sales ( RHS )

LONDON CONSTRUCTION STARTS

35,000

30,000

25,000

20,000

Type something

15,000

10,000

5,000

0

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

Build to Rent Starts Build to Sale Starts All Starts

Cushman & Wakefield, Molior, UK HPI, GOV.UK

6

Made with FlippingBook flipbook maker