60 episodes

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

The Return: Property & Investment Podcast Anna Clare Harper

    • Investing
    • 4.8 • 50 Ratings

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

    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

    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.


    Resources:

    https://marcol.com/

    https://www.linkedin.com/in/rebekah-tobias-2187b66/

    annaclareharper.com

    https://www.linkedin.com/in/annaclareharper/

    • 35 min
    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’ - 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.

    Highlights include:


    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


    Resources:

    Andrew's recently revised book: Real Estate Investment and Finance: Strategies, Structures, Key Decisions: 

    https://www.amazon.co.uk/Real-Estate-Investment-Finance-Strategies-dp-1119526094/dp/1119526094/ref=dp_ob_title_bk

    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/

    • 24 min
    What’s really happening in the UK rental market? With Zoopla’s Head of Research Gráinne Gilmore and Anna Clare Harper

    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


    Resources:

    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/

    • 17 min
    Listed real estate insights with Colm Lauder, Head of Real Estate at Goodbody, and #1 ranked Real Estate Analyst

    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.

    Highlights included:


    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


    Resources:

    https://www.linkedin.com/in/colmlauder/

    https://www.goodbody.co.uk/

    annaclareharper.com

    https://www.linkedin.com/in/annaclareharper/

    • 20 min
    Proptech myths with Toby Wilde, Founder of Oparo, one of the first algorithm-driven real estate investment companies in the UK

    Proptech myths with Toby Wilde, Founder of Oparo, one of the first algorithm-driven real estate investment companies in the UK

    In this episode, Toby Wilde and Anna Clare Harper discuss the common myths around how and whether proptech can solve housing market problems. Toby shared his controversial opinions on the major issues in the industry including the greenbelt, Airbnb and P2P lending.

    Toby is a multi-time Proptech Founder whose experience includes scaling Sprift, currently the fastest growing property data resource for Estate Agents, Landlords, Developers & Solicitors, as well as in Estate Agency and in his family’s property development business.

    Highlights includes:


    What problems can proptech (and specifically, algorithms) really solve in the UK property market, and how?

    How data can really be used to optimise where to build and what is built, from a developer and investor perspective

    What data reveals about a collapse in studio and 1 bed values, due to Covid-led limits on the airbnb ‘dark economy’

    The idea of a ‘barcode for every house’ and how tech can reduce inefficiencies in the housing market


    Resources:

    Oparo website: https://www.oparo.co.uk/

    Sprift website: https://sprift.com/

    Toby on LinkedIn: https://www.linkedin.com/in/tobywilde/

    Anna's website: https://annaclareharper.com/

    Anna on LinkedIn: https://www.linkedin.com/in/annaclareharper/

    • 34 min
    How to value residential property, with ‘material uncertainty’ - Gavriel Merkado, CEO and Founder of leading residential property data and analytics company REalyse, and Anna Clare Harper

    How to value residential property, with ‘material uncertainty’ - Gavriel Merkado, CEO and Founder of leading residential property data and analytics company REalyse, and Anna Clare Harper

    In this episode, Gavriel Merkado, CEO and Founder of leading residential property data and analytics company REalyse and Anna Clare Harper discuss the ‘myth’ of ‘material uncertainty’. What material uncertainty actually means, what the implications are for investors trying to assess a deal, and the real reason banks are cautious to lend when a valuation contains this clause.

    A former quantitative analyst and expert in real estate data analytics, Gavriel shares his perspective on material uncertainty and whether there is a viable alternative right now in valuations. We also touched on why he believes ‘augmented valuations’ will be the future for companies looking to save time and cut costs.

    Highlights of this episode include:


    How greater technology, transparency and ‘augmented valuations’ could revolutionise UK property transactions, and the implications for ‘industry middlemen’

    How disrupting the monopoly on valuations could impact the UK market

    Understanding value in the UK residential property market throughout market changes

    Why uncertainty is almost a certainty - in any market

    Resources:

    www.realyse.com

    https://www.linkedin.com/in/gavriel-merkado-17759917/

    annaclareharper.com

    https://www.linkedin.com/in/annaclareharper/

    • 23 min

Customer Reviews

4.8 out of 5
50 Ratings

50 Ratings

Hay day 2012 ,

Incredibly insightful

Anna asks insightful questions and the answers from the brilliant guests are always thought provoking. The topics covered are original. I have not come across such diversity and depth on other property and investment podcasts. Well done!

Whatiswrongwiththesepeople ,

Mike Bristol interview

Mike has been a popular guest recently but this interview stands out.

Why?

The quality of the content is driven by the quality of the questions.

Naddy1214 ,

Great and insightful podcast

I have enjoyed the podcasts by Anna, which are insightful and informative. Unlike many other podcasts on property investing, Anna does a great job in bringing in a variety of different perspectives from experts and practitioners, allowing for a richer and deeper appreciation of the topic! Definitely worth a listen!

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