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.

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• 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.

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• 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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