<div id="readability-page-1" class="page"> <time datetime="2026-03-19T00:01:00+00:00"> Thursday 19 March 2026 12:01 am </time> | Updated: <time datetime="2026-03-18T18:27:58+00:00"> Wednesday 18 March 2026 6:27 pm </time> <div> Add as a preferred source on Google </div> <figure> <div> </div> <img width="742" height="495" src="https://imageproxy.pbkrs.com/https://www.cityam.com/wp-content/uploads/2024/05/london-prime-property-1200-x-800-2.jpeg/query-dz03NDI?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://www.cityam.com/wp-content/uploads/2024/05/london-prime-property-1200-x-800-2.jpeg/query-dz03NDI"/> <figcaption>Property market confidence was already hit by Budget speculation, experts say</figcaption> </figure> London’s luxury property market continued its slump in February as market confidence took a hit from the Iran war just as it began to recover from last year’s Budget. There were 31 per cent fewer sales for prime properties – which defines those in the top five per cent of the market – this February than in the year before, according to property data firm LonRes.A sluggish prime London market is unlikely to be helped by the 250 high-end properties which are set to flood estate agents following the collapse of MFS, a shadow bank which gave loans to ownership vehicles for homes in Mayfair, Kensington and Belgravia.Sluggish sales activity was matched by falling values, as the price of completed prime sales fell by 10 per cent year on year. As sales activity and asking prices fall, the stock of luxury homes on the London market increases – the number of available homes worth more than £5m grew by 10 per cent in the 12 months to February.The number of sales instructions indicates homeowners are opting to wait for a more favourable market, as 5.4 per cent less owners of prime properties triggered sales this February than in 2025.In the luxury rental market, however, activity grew by more than a third as rents fell by 0.5 per cent. <h2 id="h-out-of-the-frying-pan-and-into-the-fire">‘Out of the frying pan and into the fire’</h2>Nick Gregori, head of research at LonRes, said the delay in property data means these sales figures likely reflect the hit to market confidence dealt during the period of speculation which led up to last year’s November Budget. But further market uncertainty is around the corner, Gregori said: “It may be a case of ‘out of the frying pan and into the fire’, for as soon as the Budget’s impact on the market was absorbed we now have further economic uncertainty introduced by the conflict in Iran.”Lenders responded to the conflict in Iran by pulling mortgage deals at the fastest rate since 2022, as the Royal Institute of Chartered Surveyors warned the conflict is dampening consumer sentiment. “London’s status as a safe haven is typically boosted whenever there is conflict or political upheaval elsewhere in the world, but tax and policy changes have in general made it significantly less welcoming for international high net worth individuals,” Gregori said. Hundreds of properties in top-end locations like Grosvenor Square and Portland Place are set to enter the market after the collapse of MFS.Jessica Moreton, director of real estate firm Sotheby’s, told City AM this new stock could end up saturating the market and knocking prices. “What appears to be a surge in supply is, in truth, a liquidity-driven release at the top end. […] In prime London, confidence underpins value,” she said.Roarie Scarisbrick, a director at Property Vision, told City AM the impact of this new stock depends on its quality. “If it comes up and it’s expensive and not very high quality, it will just be added to the pile of things that are in the market which fall into that category,” he said. </div>

巴克萊銀行

美國房地產 ETF - SPDR

美國房地產 ETF - Vanguard

美國房地產投資信託 ETF - Charles Schwab

房地產投資信託股 ETF - iShares

CUKS

全球房地產投資信託 ETF - iShares

IUKP

房地產指數 ETF - iShares 道瓊斯

倫敦的奢侈房地產市場正經歷持續的低迷，與去年相比，二月份的優質物業銷售下降了 31%，受到伊朗戰爭和之前預算猜測的影響。市場上已完成銷售價格下降了 10%，而售價超過 500 萬英鎊的奢侈住宅數量增加了 10%。儘管銷售活動疲軟，但奢侈租賃市場增長超過三分之一。專家警告，MFS 的崩潰帶來的高端物業湧入可能進一步飽和市場並影響價格

由於伊朗戰爭打擊了信心，倫敦的豪華房地產市場持續低迷