In this episode of Talking Capital Markets, host Daryl Perry is joined by Jason Winfield (Head of Capital Markets), Peter Farnes (Healthcare Capital Markets), and Amy King (Head of Seniors Housing) to unpack the latest trends shaping UK real estate.

We explore:

Market performance in 2025 and what’s ahead for 2026

Why healthcare and seniors living sectors are attracting major capital

The impact of US healthcare REITs and consolidation trends

Opportunities in seniors housing and the evolving investment landscape

In this October edition of Talking Capital Markets, Daryl Perry is joined by Jason Winfield and Marcus Wood to explore the state of UK real estate investment as the year draws to a close. With retail leading the pack in total returns and liquidity returning to shopping centres and out-of-town assets, the team unpacks what’s driving investor interest—and what’s still holding back volumes. They also discuss the role of bank lending, the “best vs. the rest” dynamic across sectors, and why Q4 may not deliver the expected hockey-stick recovery. A must-listen for investors tracking capital flows, sector performance, and market sentiment.

In this episode of Talking Capital Markets, Cushman & Wakefield’s Daryl Perry is joined by Jason Winfield and James Dunne to assess the state of UK real estate investment as we head into the final quarter of 2025. They explore why transaction volumes remain muted despite strong fundamentals in sectors like industrial and retail, and discuss the challenges facing the living sector, from development viability to investor appetite for standing stock. The conversation also covers the evolving role of private equity, the cautious return of institutional capital, and the impact of macroeconomic uncertainty on pricing and portfolio activity. Whether you're tracking capital flows or planning your next move, this episode offers a grounded, sector-by-sector view of what’s driving investor behaviour right now.