Stephen Gardner
Stephen Gardner
Registered with Property118.com
11th June 2026
Total Posts
0
Total Comments
6
Registered with Property118.com
11th June 2026
Total Posts
0
Total Comments
6
Reply to comment left by Jack Jennings at 21/06/2026 - 14:34
Reply to the comment left by Jack Jennings at 21/06/2026 - 14:34That's a sharp way of putting it, the gilt comparison is the right benchmark and most landlords have never actually run that test against their own portfolio. Thirteen years...
Read More →Reply to comment left by Bob Birchmore at 18/06/2026 - 10:44
Reply to the comment left by northern landlord at 18/06/2026 - 10:44You're right that scale changes the risk equation completely. A void or a bad tenant that could break a small landlord is just a bad month for a larger...
Read More →17th June 2026, 2 weeks ago
The 42% figure says it all. Strong yields, strong demand, but landlords are still pulling back, that’s a confidence problem, not an investment one. The real risk is what happens to those homes if they do sell. If they leave...
Read More →16th June 2026, 2 weeks ago
This is one of the clearest analyses of the return on equity question I’ve seen written down. Most landlords know instinctively that something has changed, but they haven’t done the maths — and when they do, the results are often...
Read More →15th June 2026, 2 weeks ago
The two-tier point is a real one. If lower-rated properties become effectively unlettable without significant upfront investment, the economics stop working for most landlords — and those homes either sit empty, get sold to owner-occupiers, or fall further into disrepair....
Read More →12th June 2026, 2 weeks ago
Agree the answer is supply, not caps. But worth being honest about what’s actually happening on the ground: landlords are already leaving, caps or no caps. The question nobody in these think tank papers answers is where those homes go...
Read More →