The Return: Property & Investment Podcast shares insights, information and ideas on UK real estate and investing to enable investors to spot opportunities, invest more confidently in a complex market, and enjoy investing more.
Hosted by Anna Clare Harper, Property Investment Strategist, Co-Founder of Anglo Residential and Author of Strategic Property Investing.
Listener reviews include:
'The best property podcast out there - ★★★★★' - Oliver
'Great...I can't stop listening - ★★★★★' - Nicola
'Compelling, insightful and easy to listen to - ★★★★★' - Ben
How to invest and protect your wealth through a crisis with Ann-Marie Atkins, Managing Partner at award-winning Wealth Management and Financial Planning firm, Tilney
How do you invest through a crisis?
It’s a cliche so say it, but undeniably we are in ‘unprecedented times’. As a result, it’s never been more important for individuals and families to preserve and grow their wealth, and to plan for the future.
I got the chance to pick the brains of Ann-Marie Atkins, the only female Managing Partner at award-winning Wealth Management and Financial Planning firm, Tilney.
We covered topics including:
The most common mistakes that individuals, families and business owners make around financial planning, and how to avoid them
The risks and opportunities of recent and proposed regulations such as changes to Capital Gains Tax
Recession-proofing your finances
Understanding your risk appetite and liquidity preferences
Using data analytics to optimise building management with Ryan Collier, Operations Director at leading residential block manager, Pod, and Anna Clare Harper
It’s not glamorous.
Yet building management has the potential to make or break both investor returns and customer satisfaction.
Historically, it’s been rare for investors to know (and perhaps, to care) how their building can be managed better. Until now.
Ryan Collier has specialised in the management of large and complex buildings for 10 years, and has overseen tens of thousands of homes.
He and his team at leading specialist block managers, Pod Management, provide residential estate and block management services - and comprehensive data analytics - for clients such as Bellway homes, Berkeley Homes and Tipi (Quintain) across some 9,000 homes (contracted and pipeline).
How data analytics can be used to reduce investor costs and improve customer service for tenants - from optimising postroom staffing to 24 hour ‘between tenancy’ turnarounds
The myth that new buildings cost less to run - since maintenance is about people and the quality of the building, not its age
The myth that more data means better results - it’s not the data, but how you use it!
Optimising building lifecycle costs - and the shocking cost of cheap taps, lifts and gates
Private Equity and Family Office real estate investment myths with Rebekah Tobias, leading investment specialist & Head of Business Development at investment house, Marcol, and Anna Clare Harper
The flight-to-safety, dumb money and real estate
I had a great chat about Family Office, Private Equity and Institutional Investment in real estate in the current environment with Rebekah Tobias, leading investment specialist and Head of Business Development at Private Equity firm, Marcol.
Rebekah’s experience includes Partner and Director roles at Marcol, M7 and Cushman & Wakefield, spanning international capital markets through to operations-led asset management. So she is well-placed to comment, and is brilliant at explaining the complex real estate investment world.
Highlights of this episode include:
How investors price real estate and take calculated risks in a fast-moving market - including re-pricing retail and offices, the premium required for investing further afield, and the ‘tech effect’ on valuations
Dumb money and the financial consequences of herd mentality - even amongst sophisticated institutional investors
The flight to quality and safety - and perceived low risk of prime real estate
The importance of optimising operations as a way to create value - and how sophisticated investors are doing this across sectors.
From valuations to international relations; cycles to ‘di-worse-ification’ - what the world’s leading real estate investment textbook tells us, with Oxford Professor Andrew Baum
From valuations to international relations; cycles to ‘di-worse-ification’ - the world’s leading real estate investment textbook has a lot to say about investing right now.
I had the privilege of quizzing leading Oxford Professor Andrew Baum on what his latest textbook says, and what it means for investors.
Top tips for long term investors
International drivers of demand - and how tense international relations will affect global real estate investment
Common mistakes investors make with their numbers, and how to avoid them
Understanding risk, and whether real estate can still be considered a ‘safe haven’
Debt, development and market cycles
Andrew's recently revised book: Real Estate Investment and Finance: Strategies, Structures, Key Decisions:
Oxford Future of Real Estate Initiative https://www.sbs.ox.ac.uk/research/centres-and-initiatives/oxford-future-real-estate-initiative
Andrew on LinkedIn https://www.linkedin.com/in/andrew-baum-303a014/
Anna's website: annaclareharper.com
Anna on LinkedIn https://www.linkedin.com/in/annaclareharper/
What’s really happening in the UK rental market? With Zoopla’s Head of Research Gráinne Gilmore and Anna Clare Harper
I had the pleasure of interviewing Gráinne Gilmore, Head of Research at Zoopla, following the release of their UK Rental Market Report to discuss what’s really happening in the UK rental market.
Previously an award-winning financial and economics journalist at The Times newspaper in London, and Head of Residential Research at Knight Frank, Gráinne is often interviewed by the media on the UK housing market, appearing on BBC Radio 4, Sky news, BBC Breakfast, and the BBC World Service.
So, she’s brilliantly placed to help explain the fascinating and complicated dynamics that are affecting the UK housing market right now.
Highlights of this episode include:
The driving forces behind the emerging ‘two-speed market’, with London leading one track, and regional economies taking a different path
What’s happened in the UK rental market this year, including a 3% fall in London rents
Which rental markets are growing, and what this means for investors
What next in an environment of rising unemployment, and why economic nerves are most likely to boost the UK rental market
Zoopla website: https://www.zoopla.co.uk/
Gráinne on LinkedIn: https://www.linkedin.com/in/grainnegilmore
Zoopla UK Rental Market Report: https://advantage.zpg.co.uk/insights/rental-market-report/
Anna's website: annaclareharper.com
Anna on LinkedIn: https://www.linkedin.com/in/annaclareharper/
Listed real estate insights with Colm Lauder, Head of Real Estate at Goodbody, and #1 ranked Real Estate Analyst
I had a fascinating discussion with the Head of Real Estate at leading investment bank, Goodbody, Colm Lauder.
Colm is a leading authority on listed real estate. Since graduating with a MPhil in Real Estate Finance at Cambridge, Colm became the youngest Vice-President in the UK at MSCI in 2013. He was ranked #1 Real Estate Analyst in Ireland (Extel) in 2017, 2018 and 2019.
In this episode, we covered resilience, liquidity and recent trends in listed real estate.
The consequences of recent quantitative easing for real estate, and why it makes sense to prioritise inflation-hedged assets right now
How listed funds are adapting their investment strategies, including sector specialisations such as supermarket vs PRS REITs, in response to investor demand
The liquidity premium, and how it affects valuations in listed vs unlisted real estate