Episode Overview

In this episode of the Scottish Property Podcast, Nick and Steven return for a market update, diving into one of the most uncertain global backdrops in recent years. From rising geopolitical tensions in the Middle East to mortgage rate volatility, inflation risks, and shifting investor sentiment, this episode breaks down what’s actually happening — and what it could mean for the UK and Scottish property market.

Alongside global events, the discussion also covers rental trends, property price resilience, EPC regulation changes, and the growing impact of AI on jobs and the wider economy. As always, the focus is on cutting through headlines and understanding what investors should actually pay attention to.

Episode Highlights

• Global events can impact property indirectly through inflation and lending
• Mortgage rates can shift quickly based on market sentiment
• Scottish property market remains resilient due to lack of supply
• Rental growth is slowing but demand remains strong
• AI and unemployment may pose bigger long-term risks than geopolitics
• Interest rates are the key driver to watch for market movement
• EPC regulations remain uncertain — avoid reacting too early
• Opportunities can arise during short-term market slowdowns
• Strong fundamentals still support long-term property investing

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What do you think will have the biggest impact on the property market: rates, regulation or the economy? Share your view in the comments.