Insights

Please contact us for the latest report (free) – we update this monthly.

 

Key Risk Factors We Monitor in the UK Residential Development (2026–2028)

  • Risk vectors
  • Fragility points
  • Where models break
  • What assumptions we refuse to underwrite
  • How we adjust structures in response

 

“This is not a forecast. This is a summary of the key risk variables we are currently underwriting and stress-testing across new opportunities”

 

Section 1 — Capital Markets Risk

  • Cost of capital volatility
  • Refinance risk
  • Exit liquidity assumptions
  • Sensitivity to 50–100 bps shifts

 

Section 2 — Construction & Delivery Risk

  • Contractor balance sheet stress
  • Fixed-price illusion vs reality
  • Programme slippage in 2026 pipelines

 

Section 3 — Planning & Regulatory Risk

  • Gateways
  • BNG/CIL timing
  • Local authority behaviour shifts

 

Section 4 — Demand & Absorption Risk

  • We are underwriting slower absorption and longer stabilisation periods

 

Our focus is not on predicting outcomes, but on structuring projects that remain viable across a range of downside scenarios.