“For London in particular, where supply remains tight and sentiment subdued, this could mark the beginning of a meaningful property market recovery”
– Islay Robinson – Enness Global
Record levels of US investment into the UK could help revive London’s property market, potentially boosting average house prices by as much as £31,000 over the next two years, according to Enness Global. This would be £17,000 higher than current forecasts predict.
During the recent US State Visit, over £150 billion of investment commitments were announced by some of the world’s largest firms. These include a £100 billion investment from Blackstone, £3.9 billion from logistics and life sciences company Prologis, £1.5 billion from defence technology firm Palantir, and £150 million from Amentum, alongside high-value pledges from Microsoft, Google, Nvidia, Salesforce, and CitiGroup.
This unprecedented inflow of capital into infrastructure, data, energy, and innovation sectors is expected to provide long-term support for the London economy.
Enness Global’s analysis suggests that the impact on London’s property market could be substantial. The investment is likely to support job creation, attract global talent, and lift economic confidence at a time when housing demand remains subdued. Based on factors such as employment to house price elasticities and city-wide price variations, the firm estimates a 1% to 3% uplift in London property values over baseline growth within the next 12 to 24 months.
With the current average London house price at £565,567 and a baseline forecast of £579,518 by August 2027, Enness Global projects that US-driven momentum could push the average value to around £596,904. This represents a £31,337 increase, or £17,386 above baseline projections.
The anticipated boost reflects the wider benefits of sustained foreign investment, including stronger employment, rising business confidence, and inflows of international talent, in a city that continues to face chronic undersupply of housing.
US interest in UK property finance is also on the rise. Enness Global’s internal data shows that enquiries from US clients have grown by more than 16% over the latest quarter, while new user visits to the site are up nearly 40% year-on-year. This demonstrates increasing appetite among American investors to take advantage of favourable currency conditions, high-yield opportunities, and long-term stability in London real estate.
“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,” said Islay Robinson, CEO of Enness Global. “The scale and diversity of these commitments—spanning technology, energy, finance, and defence—will not only strengthen the wider economy, but also filter directly into the housing market through job creation, inward migration, and renewed investor appetite.”
Robinson added that strategic foreign investment could offset domestic challenges. “For London in particular, where supply remains tight and sentiment subdued, this could mark the beginning of a meaningful property market recovery. At Enness Global, we’re already seeing increased engagement from international buyers and investors positioning themselves ahead of the next growth cycle. The combination of stabilising inflation, a potentially softer interest rate environment, and this powerful influx of capital ensures that London remains one of the most compelling global markets.”