Research

The year the two markets swapped places

  • rents
  • house-prices
  • real-terms
  • yields
  • repeat-sales

6.2% real growth in the average private rent across a decade — against 46.5% in cash

Rents and house prices get discussed as one crisis. Held against each other and stripped of inflation, they spent most of the last decade moving apart — house prices pulling 23 points clear by 2022 — and then, in the space of three years, changed places entirely. This piece pairs ONS rent statistics with a repeat-sales index built from 1,668,222 matched sales of the same home, and finds a turning point that every decade-long average hides.

  • The average private rent in England and Wales went from £754 a month in 2015 to £1,105 in 2025 — up 46.5%. Deflated by CPIH, the same increase is 6.2% over ten years. Most of what renters have paid is not a rental crisis; it is the same inflation that raised the price of everything else.
  • The two markets did not drift apart and stay apart. They pulled apart for seven years, reaching 23 points in 2022, then closed almost as fast: real rents up 6.9% since, real house prices down 8.7% — a 16-point swing in three years.
  • We are not quoting a decade figure, and we say why. Recomputing every start-and-end window at least three years apart gives 36 answers ranging from −22.6% to +15.5%. A statistic whose sign depends on where you stop is not a trend; it is a turning point being averaged over.
  • Where you stand changes the facts. London is the only region where real house prices fell — down 5.1%, with rents ahead by 9 points. In Wales real prices rose 26.1% against rents up 6.1%, prices ahead by 20 points. That is a 29-point spread inside one national market.
  • A stated limitation: rent and price are not measured on the same homes, so dividing one by the other gives an indicative district yield, not the return any particular landlord earned — and the two populations differ most exactly where the private rented sector is smallest.
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