Record levels of US investment into the UK could boost average London house prices by as much as £31,000 over the next two years according to new analysis from Enness Global – £17,000 higher than current forecasts predict.
More than £150 billion of US capital has been pledged following the recent US State Visit, marking one of the largest ever waves of transatlantic investment.
Commitments include £100 billion from Blackstone, £3.9 billion from Prologis, £1.5 billion from defence technology firm Palantir, and £150 million from Amentum, alongside major projects from Microsoft, Google, Nvidia, Salesforce and CitiGroup.
Enness Global says this influx of capital – targeting infrastructure, data, energy and innovation – will act as a powerful long-term stimulus for London’s economy, supporting job creation and confidence across key business sectors.
PRICE UPLIFT
The firm’s analysis suggests the investment could deliver an additional 1% to 3% uplift in London house prices above baseline forecasts over the next 12 to 24 months.
Based on the capital’s current average house price of £565,567, Enness projects that values could reach around £596,900 by August 2027, compared with a baseline forecast of £579,500.
That rise, the firm said, reflects the ripple effects of major foreign investment: stronger employment, inflows of global talent, and rising economic optimism, set against a backdrop of chronic housing undersupply.
Enness Global also reported growing interest from US buyers seeking access to UK property finance. US-based website enquiries are up 16% in the latest quarter, with new visitors to the firm’s site rising nearly 40% year-on-year, as investors look to capitalise on favourable exchange rates and London’s perceived stability.
RENEWED INVESTOR APPETITE
Islay Robinson, Chief Executive of Enness Global, says: “London’s property market has always been a barometer for global confidence, and this latest surge of US investment into the UK has the potential to be a turning point.
“The scale and diversity of these commitments will strengthen the wider economy and filter directly into the housing market through job creation, inward migration and renewed investor appetite.”
