Intelligence Talks

Bank Rate is up to 4%, but oil prices are falling, swap rates are easing and markets are betting on a deal with Iran after the US midterms. Tom Bill is joined by economist Damian Pudner, co-founder of the Great British Think Tank, to discuss why the Bank of England should have held, what he heard in the Middle East last week, why he expects an early general election in May, his alternative Budget, and how borrowers should weigh all of this up when choosing a mortgage. Damian’s comments on trackers and fixed-rate mortgages are his personal views, offered as general discussion and are not investment or mortgage advice.

⁠⁠⁠⁠⁠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.

Giving UK cities more power over local investment sounds significant, but what does devolution actually mean for occupiers, investors and developers? In this episode of Commercially Minded, Will Matthews is joined by Henry Westlake, Head of UK Cities Offices, and Darren Mansfield from the Commercial Insight team, to unpack the property market implications of the recent UK budget and the government's reinforced devolution strategy.

The conversation explores how retained business rates could reshape local authority behaviour, the risk of a fragmented policy map between neighbouring regions, and why cohesive strategy linking skills, education and spatial planning is proving decisive. The discussion also examines what overseas investors are looking for, the role of patient capital in regional markets, and how property owners should be thinking about returns in a flat yield environment.

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.

A Budget with few surprises, but plenty of implications. Tom is joined by Nimesh Shah, CEO of tax advisory firm Blick Rothenberg, to discuss the latest implications of the so-called mansion tax, why another income tax rise for landlords could ultimately hit tenants, and what the Chancellor’s low-key approach says about the Government’s wider plans. They also explore what has happened since the abolition of non-dom status, the case for an investor visa, and why Nimesh believes this Budget could be a prelude to an early general election.

⁠⁠⁠⁠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.

Tom is joined by market analyst Michael Brown to make sense of rising mortgage rates that seem to hinge on Donald Trump's next move. They discuss why UK borrowing costs are climbing again, why crude oil is no longer the main problem, but something called the crack spread is, and whether the Bank of England will raise rates on 5 November.

They also look ahead to the Budget on 28 October and the US midterms on 3 November, and what it all means for anyone weighing up whether to take a tracker mortgage or a fixed rate deal.

⁠⁠⁠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.

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.