• Real Estate Digest (RED)

• April, 2026

• Feyi

Real Estate Digest (RED) by Yahshud – Your real estate Pulse

As Nigeria’s real estate market continues to evolve, economic pressures and emerging opportunities are reshaping how investors approach the sector. In this edition, we highlight key trends from April and what they mean for investors navigating today’s market.

Stay informed! Stay ahead! Make smarter property decisions with RED, your guide to the real estate pulse of 2026!

Dear Reader,

Welcome to the April 2026 edition of our real estate market update.

As Head of Asset Management at Yahshud, I am pleased to welcome you to this month’s insights at a time when Nigeria’s property market is undergoing a meaningful shift. Rising inflation, increasing construction costs, and tighter financing conditions are not only reshaping how developments are executed, but also redefining where the most compelling investment opportunities lie.

In this edition, we take a closer look at how these changes are influencing market dynamics, particularly the growing importance of structured, income-generating assets in an uncertain environment. Our goal remains to provide clarity, highlight opportunities, and support investors in making well-informed decisions.

We appreciate your continued trust in Yahshud and look forward to guiding you through the evolving real estate landscape.

Warm regards,

Abdulazeez Alamutu

Co- Founder & Head of Asset Management

YAHSHUD

Nigeria’s real estate sector is entering a more disciplined phase as high construction costs and expensive financing reshape how developers operate. Projects are becoming fewer but more structured, with stronger focus on profitability and long-term returns. This shift is pushing the market toward more serious, investment-driven activity.

Market Insights

Impact of Inflation on Real Estate in April 2026

Nigeria’s rising inflation, now at 15.38% (up from 15.06% in February), is significantly reshaping the real estate sector. Inflation is driving two key shifts, rising property values and increasing rental income, as higher construction costs and strong housing demand push the market upward.

Higher inflation is driving up the cost of building materials, labour, and financing, making it more expensive for developers to complete projects. As a result, many developers are scaling back and focusing only on financially viable developments.

At the same time, inflation is pushing property prices and rents upward making rent increases more common as landlords adjust to inflation-driven expenses.

However, despite these challenges, real estate is increasingly viewed as a hedge against inflation. The sector continues to attract investment, with long-term value growth expected as property prices adjust faster than cash loses value.

In simple terms: inflation is making it harder to build and buy, but it is also making real estate more valuable over time.

Investment Insight: What Rising Inflation Means for Investors

Rising inflation in Nigeria is not just a challenge, it is creating clear opportunities for real estate investors.

What this means:

In an inflationary environment, real estate remains one of the few assets that can protect value, generate income, and grow wealth at the same time.

Offerings by Yahshud

In an environment where inflation is driving both risk and opportunity, investors are increasingly shifting toward structured, asset-backed real estate investments that offer stability and predictable returns. This is where we at Yahshud come in, offering investors and buyers access to carefully curated and selected opportunities designed to perform even in uncertain market conditions.

Explore some of our standout property offerings across key locations in Lagos, carefully selected for both residential and investment opportunities.

RAIN Apartments – Surulere

Located at No. 2 Bishop Street, Surulere, the RAIN Apartments offer a blend of comfort and accessibility in a well-connected neighbourhood.

Centerpoint – Ebute Metta Rail Compound

3D presentation of Centerpoint

Centerpoint construction updates

Located within the Ebute Metta rail compound, Centerpoint offers excellent connectivity with direct access to Murtala Muhammed Way, making it a strong option for commercial and mixed-use development.

This property presents a great opportunity for investors looking to tap into a high-growth, well-connected urban corridor.

Opportunity Spotlight: RAIN Delta PP

The RAIN Delta PP Issuance, starting on May 1, 2026, offers investors an attractive 23% return, with quarterly profit distributions over a 12-month period. At maturity, investors receive their full principal as a lump sum, providing both income and capital preservation.

The issuance is anchored on the acquisition of premium commercial spaces within the Emporio Mall development in Dawaki, Abuja, delivered by Pirotti Group. The project features modern infrastructure, including fully finished en-suite shops, ample parking, lifts and escalators, and CCTV security—positioned within a fast-growing commercial district.

Key Investment Highlights

What this means
RAIN Delta PP presents a structured opportunity to earn stable income while preserving capital, making it suitable for investors seeking both reliability and growth in today’s market.