Knight Frank UK Commercial Real Estate

In this week's edition of 𝗧𝗵𝗲 𝗡𝗲𝘄 𝗙𝗿𝗼𝗻𝘁𝗶𝗲𝗿, your weekly science and innovation update, jennifer townsend discusses: • 𝗗𝗲𝗳𝗲𝗻𝗰𝗲: recruitment targets and record order books underline sustained momentum. • 𝗔𝗜 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴: the mega round cycle continues. • 𝗕𝗶𝗴 𝗧𝗲𝗰𝗵 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀: the sector is building AI like a utility. • 𝗟𝗶𝘃𝗲𝗿𝗽𝗼𝗼𝗹 - 𝗢𝘅𝗳𝗼𝗿𝗱: the playbook for innovation clusters is collaborate don’t compete. • 𝗔𝗜 𝘁𝗮𝗹𝗲𝗻𝘁 𝘄𝗮𝘁𝗰𝗵: mission is moving the market and UKRI makes AI a funded four-year programme and the government continues its partnership with tech. Read the full update - https://lnkd.in/eGJ3ZQYF or to receive it in your inbox weekly subscribe https://lnkd.in/ezrqpAmD Nicholas Blevins Katherine Russell Iain Keys Aaron Seyoum Harriet Willmott #scienceandinnovation #knightfrank #thenewfrontier

𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗯𝗮𝗰𝗸 𝗮𝘁 𝗧𝗵𝗲 𝗟𝗼𝗻𝗱𝗼𝗻 𝗕𝗿𝗲𝗮𝗸𝗳𝗮𝘀𝘁 𝟮𝟬𝟮𝟲 Thank you to everyone who joined us for The London Breakfast this year. London never stands still, and 2025 proved it again, our discussions offered a clear view of the forces shaping the market and the opportunities within them. Opened by Philip Hobley, the event highlighted how 2025 performed far better than sentiment suggested, with London offices outperforming expectations and the city maintaining its safe‑haven status. The team explored strengthening demand dynamics, tightening supply, and the evolving pre‑let landscape, alongside the investment picture and the outlook for residential development. To delve deeper into each of these themes, you can read our The London Series insights: https://lnkd.in/eRFBmZXU. Our aim with this year’s series and breakfast was simple: to turn market complexity into your competitive advantage. Revisit the highlights from the morning in the short video below. Philip Hobley Lee Elliott Katie Oliphant Ian McCarter Dan Gaunt Laura Beatson Victoria Ormond, CFA Alex Fryer James Barton MRICS Tim Robinson #TheLondonBreakfast2026 #TLB26 #KnightFrank #London

𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗛𝗼𝗿𝗶𝘇𝗼𝗻𝘀 𝟮𝟬𝟮𝟲 – 𝟱 𝗗𝗔𝗬𝗦 𝗧𝗢 𝗚𝗢 ⏳✨ We’re just one week away from bringing together leaders, innovators, and changemakers who are shaping the future of healthcare development, investment and technology. On Tuesday 3rd March, we’ll be gathering at the Ham Yard Hotel in Soho for a day of insight, discussion, and forward-thinking perspectives. This exclusive event will also feature the launch of our: • 2026 Luxury Care Home Guide • Healthcare Development Opportunities research Join industry experts as they share the latest insights on supply and demand trends, development prospects across the UK care home sector, and the technologies and innovations driving the next era of healthcare. The event is now at capacity. If you missed out, you can still join the waitlist here: https://lnkd.in/ek7YCWak 𝗔 𝗵𝘂𝗴𝗲 𝘁𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝘁𝗼 𝗼𝘂𝗿 𝘀𝗽𝗼𝗻𝘀𝗼𝗿𝘀: Virgin Money · Carless + Adams Ltd · Lottie · Shackletons Ltd · Coutts · Browne Jacobson 𝗔𝗻𝗱 𝘁𝗼 𝗼𝘂𝗿 𝗯𝗿𝗶𝗹𝗹𝗶𝗮𝗻𝘁 𝘀𝗽𝗲𝗮𝗸𝗲𝗿𝘀, 𝗰𝗵𝗮𝗶𝗿𝘀, 𝗮𝗻𝗱 𝗰𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗼𝗿𝘀: Derek Breingan 💚 (Virgin Money) Melissa Magee (Managing Director, Carless + Adams), Nigel Patel (Head of Healthcare, Coutts), Dr Gavin O'Hare-Connolly (Managing Director, Runwood Homes & Sanders Senior Living), Sanjiv Patel (CEO, Westgate Healthcare Group), Dr Michelle Tempest (Partner, Candesic), Tobi Alli-Usman 💚 (Founder & Managing Director, Prosperwell), Vinay Patel (Founder, KRG Healthcare & PredicAire and Chief Executive Officer, easyResidences), Chris Hart, Lottie), Clare Auty (Founder & Managing Director, Browne Jacobson) Kieren Cole · Joe Munro · Julian Evans · Joe Brame · Ryan R. · Andrew Sage · William Freston · Rick Tarver · James Mckelvie · Joe Hardy · Bela Chauhan · Sara Horton · Rory Addison MRICS · Ella Davenport · Elisa L. #HealthcareHorizons2026 #LuxuryCareHomes #UKHealthcare #ExclusiveEvent

This month’s 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆 𝗶𝗻𝘁𝗼 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 is a full London take‑over, marking the launch of The London Series 2026 and the first insights released to coincide with The London Breakfast 2026, our flagship market event from the Knight Frank London Offices and Residential Development teams. From unveiling The London Equation to spotlighting the market forces reshaping Time, Place, Product and Capital, the Series sets out a clear roadmap for occupiers, developers and investors navigating a pivotal moment for the city. Catch The London Breakfast highlights, explore the first four insights and see why London’s competitive edge is evolving faster than ever. Dive into the full newsletter 👇

𝗟𝗼𝗻𝗱𝗼𝗻 𝗶𝘀 𝗳𝗶𝗿𝗺𝗹𝘆 𝗯𝗮𝗰𝗸 𝗶𝗻 𝗹𝗼𝘃𝗲 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗼𝗳𝗳𝗶𝗰𝗲. Philip Hobley's latest piece in City AM highlights a standout year for London’s office market: 12.1m sq ft of take‑up across 1,400 deals, marking the strongest performance since the pandemic. Of the 98 deals over 20,000 sq ft, 70 were expansionary, underscoring occupiers’ renewed confidence in high‑quality, modern workspace as a strategic enabler of talent, culture and long‑term success. As businesses adapt to rapid technological change and a modernising economy, demand for best‑in‑class space continues to build, and supply remains tight. The message is clear, the office is once again a critical asset for business performance. 🔗 Read Phil Hobley’s full analysis in City A.M.: https://lnkd.in/eBCwmXsj Exploring your next move in London? Our Knight Frank London Offices team is here to help you secure the right space for your future https://lnkd.in/eX7zrmK7.

A bold idea is just a spark - until it’s given the space to flourish. A museum is just a museum - until the walls and glass cases come down. Last week, the Here East team, along with both our and Cushman & Wakefield agents, invited guests to join them in exploring a reimagined museum like never before. One that embodies every inch of Here East’s ‘Create at Scale’ ethos: The Victoria and Albert Museum East Storehouse Jason Bruges Studio turned one of the offices into another world entirely, with a one-day-only immersive installation as a living tribute to Bowie’s hit song “Sound and Vision.” Here East teamed up with the V&A East to give guests exclusive access to the Storehouse - where they had the chance to explore the V&A’s vast collection up close and step inside Bowie’s universe at the David Bowie Centre. Followed by the largest 3-course dinner the V&A East Storehouse has ever seen, held right in the heart of its archives. This was not only a night to remember, it was a night to reimagine what’s possible. Thank you to everyone who joined us, to Delancey, and to the V&A East Storehouse. Gavin Poole Michael Magan Jack Fraser Haly Berni Abby Brown Alex Novelli Katie Thackery Tim Reeve CBE Stafford Lancaster James Goodwin MRICS Angus Goswell Marina Campbell Toby Pritchard-Davies Rosie Conyers Tiggy Savage Knight Frank

𝗘𝗻𝗲𝗿𝗴𝘆, 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗯𝘂𝗶𝗹𝘁 𝗲𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁 𝗮𝗿𝗲 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗳𝗮𝘀𝘁. Flora Harley, Knight Frank’s 𝘏𝘦𝘢𝘥 𝘰𝘧 𝘌𝘯𝘦𝘳𝘨𝘺 & 𝘚𝘶𝘴𝘵𝘢𝘪𝘯𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘙𝘦𝘴𝘦𝘢𝘳𝘤𝘩, shares her expert thinking in a 𝗺𝗼𝗻𝘁𝗵𝗹𝘆 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿, exploring the trends, data and insights shaping the future of real estate. If you want practical, research‑led perspectives on sustainability and energy across the property sector, this is one to have in your inbox. 👉 𝙎𝙞𝙜𝙣 𝙪𝙥 𝙝𝙚𝙧𝙚: https://lnkd.in/e7-aiuWt #Sustainability #Energy #RealEstate #Insight #YourPartnersinProperty David Goatman Harriet Hix Joe Warren

The fourth paper in The London Series 2026 is here: 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - 𝗥𝗶𝘀𝗸 𝗥𝗲‑𝗣𝗿𝗶𝗰𝗲𝗱 𝗮𝗻𝗱 𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝗧𝗮𝗺𝗲𝗱. London’s office market has kicked off a new cycle, driven by structure, not turbulence. With 186,000 new office‑based jobs forecast and 87% of global investors planning to increase investment, momentum is shifting fast. “Core is back” and London’s leading it. Vacancy is falling. Prime rents are surging. Demand is laser‑focused on best‑in‑class space. Core City offices are delivering 10% gross annual returns, and Core Plus strategies can reach five‑year returns of 83%. Between 2026–2030, London faces a potential 11.6m sqft undersupply of best‑in‑class space. With lower volatility, limited new stock, and stronger rental growth, return expectations must realign to a repriced risk environment. London enters this cycle from a position of quiet, accumulating strength: jobs rising, capital returning, supply tightening, and volatility materially lower. 👉 Read the full paper https://lnkd.in/ej7QgFXP. 𝗧𝗵𝗲 𝗟𝗼𝗻𝗱𝗼𝗻 𝗦𝗲𝗿𝗶𝗲𝘀 𝟮𝟬𝟮𝟲 𝗶𝘀𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗮𝗯𝗼𝘂𝘁 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 - 𝗶𝘁’𝘀 𝗮𝗯𝗼𝘂𝘁 𝘀𝘁𝗮𝘆𝗶𝗻𝗴 𝗮𝗵𝗲𝗮𝗱 𝗼𝗳 𝗶𝘁. Thank you to our client M&G Real Estate for giving us the opportunity to film at The Ribbon on Oxford Street. It is a fantastic building which brings together the history of the site through beautiful architectural details. Shabab Qadar Philip Hobley Alex Fryer Victoria Ormond, CFA Nick Braybrook #TLS26 #TheLondonSeries2026 #KnightFrank #CRE #LondonOffices #London

In the Future in 3D chapter of our Future Gazing research, we explore the next phase of vertical optimisation: where operational purpose, automation strategy and design constraints all intersect. Read article here: https://lnkd.in/e4uTRip2 View the video for themes shaping the conversation, including where height genuinely drives performance and where the data shows diminishing returns. The question is no longer ‘How high can we go?’ It’s ‘What height makes sense for the operation, the technology, and the long‑term resilience of the asset?’ Explore the full Future Gazing report for the data behind the shift: https://lnkd.in/e4uTRip2 Claire Williams Johnny Hawkins Charles Binks Will Gubb #KFdelivers #FutureGazing2026