Why Commercial Property Investors Should Care About Gilt Yields
From Honest Property Investment with Natasha Collins by Natasha Collins
June 9, 2026 · 16 min
About this episode
This episode explains the importance of gilt yields in understanding commercial property values and market dynamics.
Most commercial property investors never intend to buy a gilt, but understanding gilt yields is one of the keys to understanding what drives property values. In this episode, I break down what a gilt actually is, why gilt yields have risen so dramatically in recent years, and how changes in the wider investment market can affect commercial property values even when nothing has changed about the property itself. Topics covered include: What a gilt is in simple terms Why gilt yields have become so important The relationship between gilt yields and commercial property yields Why property values can change even when rents and tenants remain the same How investors compare property against other investment opportunities Why commercial property still offers advantages through leverage, asset management and value creation If you've ever wondered why valuations move despite no obvious changes at the property, this episode will help explain one of the biggest forces influencing the market today.
People in this episode
Host: Natasha Collins
Topics covered
- gilt yields
- commercial property
- property values
- investment market
- valuation changes
- leverage
- asset management
Keywords
- gilt yields
- commercial property
- property values
- investment opportunities
- valuation changes
- asset management
- leverage
Mentioned in this episode
Organizations: commercial property, gilt, investment market
Books & works: Why Commercial Property Investors Should Care About Gilt Yields
More episodes of Honest Property Investment with Natasha Collins
- Part 8: Commercial Property Q&A: Lease Renewals, Covenant Risk & The Myth of Passive Income · May 26, 2026 · 23 min
- Part 7: Dilapidations: Protecting Value at the End (and During) the Lease - The Journey of a Single Commercial Property · May 19, 2026 · 16 min
- Part 6: Lease Renewals: Where Value Is Protected or Lost - The Journey of a Single Commercial Property · May 12, 2026 · 14 min
- Part 5: Assignment, Subletting & Surrender: Managing Tenant Change - The Journey of a Single Commercial Property · May 5, 2026 · 15 min
- Part 4: Chasing Arrears to Bust: What Happens When Rent Stops - The Journey of a Single Commercial Property · April 28, 2026 · 17 min
- Part 3: Rent Reviews - The Journey of a Single Commercial Property · April 21, 2026 · 17 min
Explore listener stats, chart rankings, contacts and more on the Honest Property Investment with Natasha Collins podcast page.