What once “stacked up” no longer does and the industry is having to adapt quickly.
At UKREiiF 2026, LRG’s Living Markets: Making the Numbers Work panel brings together leading voices from across the investment and development landscape to explore how viability is being reassessed in real time.
A Market Reset in Motion
The residential sector is no stranger to change, but the current shift feels different.
Build costs remain elevated, debt is more expensive and investor expectations have tightened. At the same time, operational performance is under great scrutiny, with a renewed focus on long-term income stability.
The result? A clear reset in how opportunities are elevated.
This isn’t just about whether schemes can be delivered, it’s about whether they should be.
What does Stacking Up Actually Mean Now?
Visibility is no longer driven by headline numbers alone.
Today’s investment decisions are shaped by a more nuanced set of factors:
- Land pricing discipline
- Realistic underwriting assumptions
- Operational efficiency
- Yield durability over time
The conversation has shifted from optimism to evidence and from short-term gain to long-term performance.
Risk, Return and a Changing Landscape
As the market evolves, so too does the balance between risk and return.
Investors and operators are being forced to rethink how they structure deals, managed exposure and build resilience into their portfolios.
Partnership models are evolving. Expectations are shifting. And the definition of a “good deal” is becoming more disciplined.
Meet the Panel
This session brings together leading voices from across the investment and development landscape:
- Justine Edmonds, Director, Build to Rent, LRG
- Duncan Williams, Acquisition Director, Apache Capital
- David Lamm, CEO, L1 Capital
- Sandra Jones, Managing Director, PriceHubble
- Kate Butler, Associate Director of Policy, British Property Federation
