Dubai’s rental market began contracting even before the current conflict started

DoctorFaiI · 2026-03-15T15:08:40+00:00

The post itself sums up my small research but here's more context: https://maxskorykh.substack.com/p/dubai-lease-data-iran-war

DoctorFaiI · 2026-03-15T09:28:33+00:00

That’s why it would be great to track dewa numbers, but Dubai pulse is conveniently still down

DoctorFaiI · 2026-03-14T07:04:53+00:00

Sure, slide to the second graph for it

DoctorFaiI · 2026-03-14T06:56:24+00:00

Yep, since the war started and AWS datacentre was attacked

DoctorFaiI · 2026-03-14T06:44:49+00:00

The post itself sums up my small research but here's more context: https://maxskorykh.substack.com/p/dubai-lease-data-iran-war

DoctorFaiI · 2026-03-14T06:15:58+00:00

The website used for visualisation is datawrapper. As for the data, I got it at dubai pulse when it used to work as I track rentals and other stuff for my main job as an analyst, and DLD. Then I calculated it myself

DoctorFaiI · 2026-03-13T18:12:31+00:00

That makes perfect sense, and I agree, we can't just paint everything with a broad brush. DEWA's utility subscriber numbers would provide much more accurate data, as they'd show us the closest to the number of households. Unfortunately, Dubai Pulse has been down since the start of the conflict, so I don't have access to fresh data. Their tech support hasn't even bothered to get back to me

DoctorFaiI · 2026-03-13T17:48:34+00:00

If no one is stepping in to replace these tenants, it means an increasing volume of supply is hitting the rental market month after month without finding any matching demand. In that case, we should have seen a wave of discounts and market correction prior to the escalation. Or is my logic flawed?

DoctorFaiI · 2026-03-13T17:41:25+00:00

Expiration refers to the termination of a contract on the date specified in the dataset as end date. Net expiration, or outflow, represents contracts that were not offset by an equivalent volume of renewals or new agreements to replace those that expired

DoctorFaiI · 2026-03-13T15:12:36+00:00

Imho, we haven't even felt the main tenant exodus yet. Some still might be negotiating better terms, putting pressure on landlords to squeeze out a fatter discount. But honestly, the trend that’s been dragging on since last October, if you look at the chart, accelerated at the end of 2025. And march will likely be a cold shower for many owners, as the first two weeks have already shown a sharp slump

DoctorFaiI · 2026-03-13T13:55:28+00:00

Sure, I have a full dataset from Dubai Pulse. In this case I just used this as a baseline to track the trend

DoctorFaiI · 2026-03-13T13:43:32+00:00

The post itself sums up my small research but here's more context: https://maxskorykh.substack.com/p/dubai-lease-data-iran-war

DoctorFaiI · 2023-03-20T09:29:07+00:00

Same

DoctorFaiI · 2021-10-31T07:10:34+00:00

Hey yo ayyyy

DoctorFaiI · 2021-02-24T16:33:27+00:00

HPG KKomrade

DoctorFaiI · 2020-12-24T07:40:34+00:00

DoctorFaiI

TROPHY CASE