Intelligence Talks

How do you make the case for investing in real estate when capital is more expensive, growth feels uncertain, and investors have no shortage of alternatives?

To explore whether a new investment thesis is emerging, Shabab Qadar, Head of London Offices Research, and Katie O'Neill, Head of European Living Sectors Research, join us on this week's episode.

We examine why the easy returns of five years ago have given way to a total return mindset, how supply constraints are quietly underpinning rental growth across London offices and European living, and why operational excellence is becoming the real differentiator in returns. From gilt yields and APAC capital flows to decarbonisation, defence spending and the shifting ways investors are gaining exposure, this conversation cuts through the macro noise to focus on what really matters.

Hosted by Will Matthews, Knight Frank's Head of Commercial Insight.

For more insights like this, subscribe to ⁠⁠⁠⁠Will's newsletter⁠⁠⁠⁠ for his weekly take on commercial real estate markets.

Produced by ⁠⁠⁠⁠Rethink Audio⁠⁠⁠⁠.
Hosted on Acast. See acast.com/privacy for more information.

Tom is joined by James Nation, former special adviser to Rishi Sunak at the Treasury, to unpack the wave of pre-Budget speculation around a lower mansion tax threshold and a possible capital gains tax rise. They discuss why this year's rumours may not be genuine Treasury trial balloons, how much financial headroom John Healey actually needs to rebuild, and which of the widely-touted tax options would truly surprise James. They also cover the prospects for Help to Buy's return, the case for extending National Insurance contributions to landlords, and what to watch for from Healey and Burnham at Labour conference next week.

⁠⁠Subscribe⁠⁠⁠⁠⁠ to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.
Produced by ⁠⁠Rethink Audio⁠⁠⁠⁠⁠.
Hosted on Acast. See acast.com/privacy for more information.

Mortgage rates are rising again, but the conflict in the Middle East is only part of the story.

Tom Bill is joined by Helen Thomas of Blonde Money to discuss the global forces putting upward pressure on borrowing costs, from Japan's return to inflation and changes at the Federal Reserve to the financing demands of AI and growing concerns about government debt.

They also assess the outlook for the housing market and explore the difficult Budget choices facing Chancellor John Healey as Westminster returns from the summer break, with rising bond yields making an already challenging fiscal backdrop even tougher.

⁠⁠⁠Subscribe⁠⁠⁠⁠⁠ to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.

Produced by ⁠⁠Rethink Audio⁠⁠⁠⁠⁠.
Hosted on Acast. See acast.com/privacy for more information.

Everything about AI feels extreme, from the billions being invested to the predictions about how profoundly it will change our lives. But if AI is reshaping how work gets done, what does that mean for the buildings where work happens?

In this episode, Will Matthews is joined by Dr Lee Elliott, Global Head of Occupier Research, and Chris Dunn, London Office Insight Associate. Together they unpack the crucial difference between AI adoption and integration, explore the squeeze on entry-level roles and the impact on the next generation of leaders, and ask what parallels can be drawn with COVID-era predictions about the office.

Listen now to hear what the AI story means for occupiers, landlords and the workplaces of the future.

For more insights like this, subscribe to ⁠⁠⁠Will's newsletter⁠⁠⁠ for his weekly take on commercial real estate markets.

Produced by ⁠⁠⁠Rethink Audio⁠⁠⁠.
Hosted on Acast. See acast.com/privacy for more information.

Ahead of the autumn Budget, Tom Bill is joined by tax specialist James Quarmby to discuss the fallout from the UK's non-dom reforms and why he estimates they have cost the Exchequer £4 billion. They explore what happens when a tax system relies heavily on a small group of highly mobile taxpayers, how behavioural responses can derail fiscal plans, and what options remain for the Treasury as it searches for revenue. The episode considers the implications for the housing market, economic growth, and the UK's appeal as a destination for wealth, talent and investment.

⁠⁠Subscribe⁠⁠⁠⁠ to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.
Produced by ⁠Rethink Audio⁠⁠⁠⁠.
Hosted on Acast. See acast.com/privacy for more information.