Market Insight

VW Insider South Coast Commercial Property Report: Resilience, reinvention and the race for quality

Despite economic headwinds and cautious investor sentiment, the South Coast commercial property market continues to show resilience and adaptability.
October 20, 2025
Despite economic headwinds and cautious investor sentiment, the South Coast commercial property market continues to show resilience and adaptability.

Our latest VW Insider – South Coast Property Report reveals that while supply constraints persist, occupiers and investors remain firmly focused on quality , particularly in well-connected, sustainable locations such as Southampton, Portsmouth and Bournemouth.

Holding steady in uncertain times

Across all sectors, activity through the first half of 2025 has been steady rather than spectacular, but that stability is a story of underlying strength.

The regional economy remains diverse and robust, supported by its strong marine, technology and defence sectors and a growing innovation ecosystem.

As Russell Miller, Regional Managing Partner for the South Coast, notes:

“The fundamentals of demand are sound. What we’re seeing is a continued rebalancing of the market, occupiers consolidating space, but upgrading into higher-quality, ESG-aligned accommodation. That’s creating opportunity for landlords who can meet those standards.”

Offices: The ESG effect and flight to quality

Office take-up across the South Coast totalled around 185,000 sq ft in H1 2025, broadly in line with recent averages. Demand remains strongest for modern, sustainable, well-located space that reflects new ways of working.

In Southampton, prime rents reached £30 per sq ft, following lettings such as Starling Bank at Twenty3 Brunswick Place, one of the few genuinely Grade A city-centre offices. Portsmouth also performed strongly, with headline rents around £27.50 per sq ft at Lakeside North Harbour.

However, availability of top-quality stock remains limited. New development is scarce, and much of the current supply is secondary. The result is a growing performance gap between Grade A and Grade B offices.

Many landlords are responding by refurbishing and re-positioning older buildings to meet occupier expectations around energy performance and amenity. Projects such as Wessex Fields (Bournemouth) and The Port House (Portsmouth) illustrate how investment in sustainability and specification can deliver renewed interest.

Occupiers are also increasingly asking for flexibility, both in lease structure and design, with collaborative space, wellbeing amenities and access to transport links now seen as essentials rather than extras.

Industrial & logistics: From boom to balance

The industrial sector continues to perform well, even as the extraordinary post-pandemic momentum begins to normalise. Take-up across the South Coast remains healthy, with demand underpinned by e-commerce, trade-counter and advanced-manufacturing occupiers.

However, supply remains tight, particularly for units above 50,000 sq ft. New development is limited by land availability and rising build costs, which in turn are supporting rental growth. Prime rents for new-build units are typically around £14 – £15 per sq ft across Southampton and Portsmouth, and approaching £12 per sq ft in Bournemouth and Poole.

The report notes a clear shift toward occupier selectivity, focusing on specification, efficiency and accessibility. Tenants are prioritising BREEAM-rated and EPC A/B-rated units, while landlords are exploring low-carbon retrofits to stay competitive.

For investors, the message is one of disciplined opportunity: assets in the right location with strong ESG credentials continue to attract interest, even as yields have softened slightly amid higher financing costs.

Retail: Stabilising, repurposing and redefining

After several challenging years, the South Coast retail market is showing early signs of stabilisation. Prime rents and occupancy levels have largely stabilised following rebasing, and consumer footfall has proved resilient in the region’s stronger centres.

Leasing activity in flagship destinations, including Westquay (Southampton) and Gunwharf Quays (Portsmouth), remains healthy, with new openings from Garmin, Mango, New Balance and Omnes during H1. Retailers continue to favour “drive-to” formats and experiential destinations that complement online channels.

Meanwhile, the region is leading in town-centre repurposing. The report highlights several landmark regeneration projects:

  • In Southsea, the former Debenhams is being transformed into a residential-led mixed-use scheme with GP surgery, gym, vet and commercial space.
  • In Bournemouth, the former Beales department store is being redeveloped into 130 apartments alongside leisure and workspace.
  • In Southampton, the Bargate Quarter scheme will deliver 519 homes and 400,000 sq ft of commercial space.

These examples reflect a broader evolution, a shift away from mono-use retail towards mixed-use, experience-driven environments that bring people back into city centres.

Investment: Selectivity and sustainability

The investment market remains cautious but active. Despite subdued volumes nationally, the South Coast continues to attract long-term capital seeking resilient income and strong fundamentals.

Investors are focusing on assets that align with structural trends: modern logistics units, ESG-compliant offices, and mixed-use regeneration opportunities. Secondary or obsolete stock, by contrast, is increasingly being repositioned or sold at a discount.

For landlords and investors, the strategic priority is clear, invest in quality, sustainability and flexibility to future-proof portfolios and unlock value.

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Outlook: Adapting for 2026 and beyond

The next 12 months are likely to bring continued selectivity across all sectors. But the South Coast’s fundamentals, diverse employment base, strong infrastructure, and attractive lifestyle offer, remain powerful magnets for occupiers and investors alike.

The opportunity lies in adaptation: upgrading space, embracing ESG, and creating environments where people want to work, shop and live.

As Russell Miller concludes:

“Momentum in the market will depend on how landlords and investors respond to occupier demand. Those who invest in modern, efficient, sustainable buildings will continue to attract tenants and outperform the wider market.”

The South Coast’s commercial property market stands at a crossroads, resilient yet constrained, stable yet shifting.

For proactive landlords, developers and investors, the coming year offers a rare chance to shape the region’s next phase of growth: by investing wisely, embracing sustainability, and creating the kind of places that will define the market for the next decade.

Our VW Insider – South Coast Property Report provides detailed analysis of:

  • Rental and yield data across offices, industrial and retail
  • Investment and development pipeline insights
  • Case studies from recent deals and key regeneration schemes
  • Commentary from our South Coast team on what’s driving demand

 

VW Insider: South Coast Commercial Property Report

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