Insights
Market notes
Data-led notes on the forward funding market, built from planning pipeline analysis, transaction evidence and yield movement. Each note is date-stamped and sourced.
- PBSA 15 June 2026
PBSA forward funding: where pricing sits in 2026
A mid-2026 read on student accommodation forward funding, covering yield ranges, the direct-let versus nomination split, and the supply and demand dynamics shaping investor appetite.
- Logistics 20 May 2026
The pre-let premium in logistics forward funding
A mid-2026 read on how a pre-let repriced against speculative delivery in big box logistics forward funding, and why covenant and lease indexation are doing more of the work than location alone.