Q1 2026: Investor Update

As we close out Q1, we're sharing a snapshot of market conditions, recent activity and what we're seeing across our core regions.

Q1 in Brief

Q1 marked a strong start to the year, particularly across the UK market.

• This was our strongest quarter for UK property sales in the last 12 months
• We introduced new projects with London Square (Aldar-backed) and Berkeley Group
• Geopolitical tensions in the Middle East increased uncertainty across the region

Market Update

We continue to closely monitor developments in the Middle East and remain in regular contact with both developers and clients. As expected, launch activity in the UAE has begun to slow, with developers introducing more flexible payment structures in response to shifting market conditions.

At the same time, we've seen a notable improvement in sentiment towards UK property, with continued demand across both existing schemes and new opportunities.

As Tom Jewell, Founder of Source Investments, recently noted, this appears to be driven by a combination of strong project quality, shifting sentiment in the Middle East, and early signs of renewed activity in the UK market - including quicker decision-making and more investors returning to the market.

🔗 Read Tom’s full thoughts on LinkedIn

New Projects

This quarter, we have been working closely with investors to provide early access to a number of upcoming opportunities, including:

Wimbledon Bridge House

A London Square development (Aldar-backed)

Marking our first project with London Square, Wimbledon Bridge House is ideally located just two minutes from Wimbledon station, offering strong connectivity into central London. Wimbledon’s global appeal, combined with the strength of the developer, makes this a compelling opportunity within the market.

📩 Get in touch to learn more or arrange a visit to the marketing suite.

Arch & Bloom, Guildford

A 6-acre regeneration project by Berkeley Group

Arch & Bloom is currently in its pre-launch phase, with Source clients able to reserve units ahead of the public launch in July. The scheme forms part of a wider £900m regeneration of Guildford town centre, and is being delivered by Berkeley Group.

🔗 Explore Arch & Bloom in more detail

Site Visits

In January, Tom Jewell and Ollie Smith (Managing Director) spent time in Dubai and Abu Dhabi, reviewing existing projects and exploring new opportunities across the UAE.

This included site visits with Sobha, where they toured Siniya Island - a scheme progressing well towards delivery - as well as reviewing the continued development of the Wynn resort and casino, which is expected to drive increased interest in Ras Al Khaimah and the surrounding areas. They also visited the proposed site of Sobha’s first Abu Dhabi launch.

In Abu Dhabi, they also met with Aldar - the emirate’s largest, government-backed developer - touring Fahid Island, Yas Island and Saadiyat Island, and establishing what is now an important new relationship for the business.

More recently, activity has focused on the UK. Site visits to One Waterside in Bath reinforced the importance of seeing schemes in person - from the strength of the waterfront setting to its close proximity to the city centre - with the team also meeting clients on site. 

In Guildford, Berkeley’s Head of International Sales, Natalie Day, provided a full tour of Arch & Bloom and the wider £900m town centre regeneration, highlighting both the scale of transformation underway and the relative lack of comparable new-build stock in the area. 

Alongside this, Tom jewell, Ollie Smith and Chris Tremlett (Non-Executive Director) carried out an initial visit to a new opportunity in Berkshire, as part of ongoing assessment of future projects. The team also attended the broker preview of Westminster Tower, held at Aldar’s newly opened London office.

🎥 Follow the Source Instagram to view highlights from Abu Dhabi to Guildford.

The Home Cloud

Our lettings and management company, The Home Cloud, has continued to grow this quarter - having recently welcomed a new Property Manager to the team.

They have also achieved a 4.9★ rating on Google from over 230 client reviews.

For landlords looking for support with lettings and property management, feel free to get in touch with The Home Cloud team.

Looking Ahead to Q2

We are entering Q2 with strong interest across our pipeline, alongside plans for a number of upcoming investor events in the months ahead.

As always, if you would like to discuss any of the above or explore upcoming opportunities, we would be happy to speak.