Global geopolitics, volatile interest rates and accelerating AI adoption are reshaping real estate capital markets in real time.

In this episode of Talking Capital Markets, Daryl Perry is joined by Jason Winfield and Richard Pickering to unpack the implications of the Iran conflict, rising bond yields and shifting investor sentiment and to explore how AI is beginning to influence everything from asset pricing to future sector demand.

They discuss where deal volumes are stalling, how investors are reassessing risk, which sectors may emerge as winners and losers, and why AI is becoming a core consideration in underwriting, due diligence and long‑term asset strategy.

A timely conversation for investors, developers and occupiers navigating a market defined by uncertainty and opportunity. Global geopolitics, volatile interest rates and accelerating AI adoption are reshaping real estate capital markets in real time.

In this episode of Talking Capital Markets, Daryl Perry is joined by Jason Winfield and Richard Pickering to unpack the implications of the Iran conflict, rising bond yields and shifting investor sentiment, and to explore how AI is beginning to influence everything from asset pricing to future sector demand.

They discuss where deal volumes are stalling, how investors are reassessing risk, which sectors may emerge as winners and losers, and why AI is becoming a core consideration in underwriting, due diligence and long‑term asset strategy.

A timely conversation for investors, developers and occupiers navigating a market defined by uncertainty and opportunity.

Central London’s office market enters 2026 with renewed confidence but what’s driving it?

In this episode of Talking Capital Markets, Daryl Perry is joined by Martin Lay, Chair of London Capital Markets, and Chris Bennett, Head of London Capital Markets, to break down a standout end to 2025 and the shifting dynamics now shaping the year ahead.

From a 95% surge in Q4 investment activity to the return of overseas capital and an increasingly liquid debt landscape, the team explore why investors are re‑engaging, where the biggest opportunities could emerge, and how the Central London market is repositioning after a historic low.

With insights on major transactions, private credit growth, development viability and the risk‑adjusted return outlook, this episode provides a clear and data‑driven view of where the cycle may go next.

What can investors really expect from UK real estate in 2026?

In the first Talking Capital Markets episode of the year, Cushman & Wakefield’s Jason Winfield, Head of Capital Markets, and David Haynes, Head of Specialist Markets, join the conversation with Daryl Perry, Head of UK Research to reflect on a subdued 2025 and explore what lies ahead.

From interest rate cuts and improving lending conditions to the growing dominance of operational real estate, the team unpack the key themes shaping investor sentiment in 2026. They discuss why some sectors are pulling away from the pack, how institutional capital is preparing to re‑enter the market, and whether negative headlines are masking a more compelling story for UK real estate.

With insights drawn from Cushman & Wakefield’s latest VISIONS report, this episode offers a grounded, data‑led outlook on recovery, risk and opportunity in the year ahead.