Propertyshe Podcast

Propertyshe

In the Propertyshe podcast, hosted by Mishcon de Reya Partner Susan Freeman, in association with the London Real Estate Forum, we'll be hearing from an eclectic mix of property personalities that define and make a difference to the industry.

  1. Mark Shipman

    11/07/2025

    Mark Shipman

    In this episode of PropertyShe, Susan Freeman speaks with Mark Shipman, founding partner of Michael Elliott, to mark his 40th year in real estate. Widely recognised as one of London’s leading investment advisers, Mark reflects on his early career, landmark deals, and the evolution of the London property market. He also shares his perspective on current market conditions, international investment trends, and how technology and regulation are reshaping the industry.  In this episode, Mark Shipman speaks about:  Career beginnings & early influences – upbringing, first roles, mentors, and founding Michael Elliott at 24. Formative deals & Chelsfield – early trades (e.g., Great Newport Street), portfolio transactions, and scaling through the 1990s–2000s. How London’s market has evolved – rise of global capital, why international investors choose London (law, stability, culture), and today’s buyer mix. Market cycles & shocks – lessons from the early-90s downturn, LTCM (1998), the 2008 crisis, and COVID’s long-term impact on confidence and debt. Current investment sentiment – ebb and flow of overseas capital, growth of owner-occupier HQ purchases in prime Mayfair and St James’s. Policy and tax headwinds – potential effects of a mansion tax, the end of tax-free shopping, and wider fiscal uncertainty. Public markets & capital structure – REIT discounts, possible sector consolidation, and investor shifts towards lending and AI-linked opportunities. Development and placemaking – examples including Sterling Square and the Fenwick/Bond Street redevelopment; importance of architecture, design, and tenant mix. Hospitality snapshot – strong mid-market hotel performance contrasted with softer ultra-luxury demand. Operator-led transactions – OpCo/PropCo structures and the BBC Maida Vale acquisition involving Hans Zimmer’s team. Law and regulation – how the Building Safety Act 2022 is reshaping development risk and timelines. AI in real estate – valuable analytical tool but still dependent on human judgment and negotiation. Advisory approach & lessons – the importance of adaptability, financial understanding, and trusted professional relationships.

    58 min
  2. Arthur Kay

    10/03/2025

    Arthur Kay

    Arthur Kay is an entrepreneur, and advisor to organisations building solutions for sustainable cities. He is the founder of several urban design and technology companies, including the clean technology company – Bio-bean (acq. 2023), the design, technology, and development company – Skyroom, and the £100m Key Worker Homes Fund. Arthur is an advisor to organisations including Innovo Group, and serving as a board member for Transport for London, The Royal Academy of Engineering, the Museum of the Home, and Fast Forward 2030. In addition, Arthur holds academic appointments, as Associate Professor (Hon.) at UCL Institute for Global Prosperity. He has lectured on urban design at MIT, NYU, LSE and Imperial College London. He is co-author of the book Roadkill: Unveiling the True Cost of Our Toxic Relationship with Cars (Wiley, 2025), with Professor Dame Henrietta Moore. Arthur’s work building solutions for sustainable cities has been recognised by the UN as a Sustainable Development Goals Pioneer, The Guardian as Sustainable Business Leader of the Year, MIT Technology Review as a 35-under-35 and Forbes as an all-star 30-under-30. His words and work have appeared in publications, including The Times, The Financial Times, The New York Times,  Bloomberg, National Geographic, The New Scientist, The Wall Street Journal, The Telegraph, The Guardian, The Washington Post, Al Jazeera, CNN, CNBC, CBS, Wired, Architect’s Journal, Architectural Review, and on the BBC. Arthur studied architecture at UCL Bartlett School of Architecture, and entrepreneurship at Stanford’s Graduate School of Business.

    54 min
  3. Paul Oberschneider

    09/18/2025

    Paul Oberschneider

    Founder and CEO of Hilltop Capital Partners. Paul has been at the forefront of starting successful real estate businesses; an investment professional with a core expertise and 30-year track record in property development, asset management and financial structuring; transacting as an independent over £1 billion in the UK and Continental European real estate markets.    Paul’s career spans working as a floor trader on Wall Street in the 1980s to building one of the preeminent fully integrated property firms across CEE. In 1991 he took a trip to Eastern Europe where he ended up building the credit department of a major eastern European bank. In 1993 he built his first apartment; that single transaction grew to be one the largest fully integrated real estate advisory and investment businesses in Central and Eastern Europe called Ober-Haus working across 7 countries with a team of 350 professionals. Until 2010, he was Chairman of Hauser-Oberschneider; a developer and operating partner working with international and private equity real estate firms building housing, grocery anchored retail centres and a boutique hotel chain across CEE. Paul was famously known for selling his real estate portfolios and business pre GFC in 2008.  Coming out of retirement, Paul founded Hilltop Capital Partners in the UK four years ago, a private markets specialist residential development financing partner for established residential developers and house builders across the U.K. Paul has also recently founded Hilltop Property Partners with Michela Hancock, former Greystar MD to deliver new build attainable multifamily housing across the UK and Europe.

    51 min

Ratings & Reviews

5
out of 5
2 Ratings

About

In the Propertyshe podcast, hosted by Mishcon de Reya Partner Susan Freeman, in association with the London Real Estate Forum, we'll be hearing from an eclectic mix of property personalities that define and make a difference to the industry.

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