Thursday, 23 April 2015

Regions versus London


It has been an interesting week and on Wednesday night we hosted a dinner with Richard Parker, who advises Government policies on housing and was part of the Lyons Commission. It was very insightful but also highlighted there is no clear party in the election when it comes to housing.

It did not surprise me lately to learn that growth in home ownership was stalling in the largest English cities as lets be honest the market is starting to price people out. Now this doesn’t apply to London but it is becoming a wide scale problem and its clearly on the radar of politicians with a number of manifestos outlining options to address the “housing crisis” through Right to buy or Use it or Lose it

 

The study performed by the National Housing Federation shows that in core cities (Birmingham, Bristol, Leeds, Liverpool, Manchester, Newcastle, Nottingham and Sheffield) only 52% of people are home owners compared to 63% nationally. Interestingly though if you compare that to overseas, say Germany or Switzerland, it’s positively high given the European rental models.

 

So when we say a housing crisis what do we mean? I bought my first house on a four times salary mortgage – fairly stretched but we made it work. In Bristol, the average house price is nine times the average salary in the area; somehow I doubt a bank will stretch that far! And this replicates across other cities. This is simply driving people to short term lettings in a hope of saving cash for a deposit or longer term privately rent accommodation – either way it fuels the lettings market, which in turn drives up prices.

How do you address this issue in cities? Well there is no one size fits all but a lot of these cities are in need of regeneration with houses in central parts lying vacant. There is also infrastructure improvement needed which makes the commute that bit easier – this gives you more choice for that house and reduces the “demand” part of the equation.

The next key step will be found out on 8 May 2015 – all parties have slightly different approaches to address the housing situation, they all will in their own way help but everyone needs to get behind them.

But while the regions battle, London ploughs on. In a recent survey it was found that there were 264 on going towers being constructed in London (a rise of 10% on the prior year) and further than that certain housing associations are becoming self-sufficient and delivering on their housing commitments. It is going all too well for them.

 

The interesting point of the survey was that 80% of these towers were residential, which if you think about the regions, is a different way of life – I do wonder how many of these “houses” are second homes for those working in the city. It is needed though with the rising population of London either way – it’s a two pronged attack of population growth and commuter growth.

 

But it’s not just London on the up. In 2014 the European property market could only be described as a good one with 2015 shaping up the same. In total £156bn of investment was ploughed into Europe with hotels and industrial benefiting the most.

 

But why? It comes down to liquidity. Liquidity is an issue for investors and people are therefore putting money into safe havens (like London above). The global low interest rates means real estate is attractive to increase returns,


Feel free to contact me 0113 288 2276 or lee.a.wilkinson@uk.pwc.com if you wish to discuss this blog or anything relevant to property and construction.

Enjoy the weekend

Lee
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