Insights
London Data Notes, research, and policy tracking — source-checked statistics and analysis on London property and the UK housing market.
Data Notes
London Data Notes — short, source-checked statistics on the London market. One number, its methodology, and what it means.
- 2026-10-06UK Focus
London Data Note #2 · More London Homes Are Selling for Less Than the Owner Paid
In January–June 2026, 13.9% of London resales went for less than the owner paid, up from 9.7% a year earlier (provisional; HM Land Registry data). Flats are nearly nine in ten of those sales; 71% of flats bought new in 2020–22 and resold this year sold below the purchase price. Figures fixed as of 6 October 2026, with a live version and CSV.
Read → - 2026-07-17UK Focus
London Data Note #1 · New-Build Sales Fall to a 30-Year Low
Corrected 8 and 10 Oct 2026: London's 33 boroughs had 5,524 new-build sales in 2024 (first published as 6,316, counting London postcode areas), 67% below the 2016 peak and a 30-year low; comparisons with earlier years now count each year at the same registration age. It counts standard market sales and will rise with late registrations, but would need 20.1% more to match 2011; so far no year since 2016 has gained more than 13.2% after 20 months. With methodology and CSV.
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Research
AI-property product & market research — competitive intel, industry maps, regional deep dives.
- 2026-05-02UK Focus
RRA Day One · UK Rental-Tech Battle Map
2026-05-01: Renters' Rights Act phase 1 lives. Section 21 is dead. 4.7M private tenants enter new rules. The buy-side AI story has been told; the rent-side player structure, capital, and tech depth is a different beast from the Jitty piece.
Read → - 2026-05-01Global
AI Home-Search Agents · Market Snapshot
26 startups across buy-side / rent-side / investor / browser-agent. Rightmove, Zoopla, Zillow are betting their lives on LLMs. NAR commission reset, RRA tenancy reform, and RICS AI standards all landed at once — the window is open.
Read → - 2026-05-01UK Focus
UK Deep Dive · Jitty and the Battle Map
Three ex-Klarna / ex-Wise engineers came out of Deliveroo and decided in 2023 to grab UK buyers' attention from live listings. Two years in: 3M users, zero paid acquisition, Sequoia + REA backing. But the real UK AI home-search war is bigger than Jitty.
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Policy
Event-driven — tracks regulatory and infrastructure decisions and their property-market impact.
- 2026-05-07UK Focus
Elizabeth Line Property Premium · 5-Year Retrospective
Opened May 2022; five-year mark in 2026. Consultancy forecasts predicted 5-15% premium along the line. Reality is messier: Whitechapel and Custom House delivered 8-12%; Old Oak Common got compressed by new-build supply. Station-by-station: which forecasts paid out, which didn't.
Read → - 2026-05-07UK Focus
After HS2 North · Areas That Need to Rewrite Their 5-Year Plans
October 2023: Sunak formally cancels HS2 north of Birmingham. Manchester Mayfield, Leeds South Bank — secondary developments built around the expectation went to zero overnight. Old Oak Common is alive but the ecosystem changed. This piece tracks the actual premium / discount zones post-cancellation.
Read → - 2026-05-07UK Focus
Bakerloo South Extension · Buy Early or Wait for Opening?
TfL's 14-year plan, frozen in 2019, still labelled "long-term aspiration" in 2025. Old Kent Road and New Cross Gate already price in 30-50% of "opening expectation premium." This piece models returns under different funding scenarios — and which spots are betting too early.
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