The Rodcast - Property, Business, Investment Rod Turner

*THIS IS NOT INVESTMENT ADVICE*
I am joined once again by Adam Lawrence and Manish Kataria to give a a thorough breakdown of the investment landscape and pick our investments for this quarter. Each quarter we each pick a retail investment such as a stock, ETF, Bond or anything else that is fairly easy for most people to buy as well as being hands off.
We start the discussion with a breakdown of the Banking crisis and how the landscape in America and the UK and Europe currently differ.
We then move on to give an update on our previous investment picks and their returns to date.
Our picks for this quarter are as follows;
Adam has gone for a US Regional Banking ETF with the ticker KRE.
Manish has decided on a US Tech ETF with ticker XLK.
I struggled to choose between Barclays (BARC) and Glencore (GLEN) but eventually settled on Glencore the mining stock.
Thanks as ever to our sponsors www.signaturepropertyfinance.co.uk who make these recordings possible.
If you are interested in more information about the Property Business Retreat please email myself on rod@incomethroughproperty.co.uk
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Adam Lawrence and Myself unpick the News Stories from the last 2 weeks to understand what they mean for Property Investors.
We discuss;
Rent Controls, Landlord Taxes & Legislation - Looking specifically at the latest comments from Michael Gove on Rent controls and Landlord Taxes.
What the Budget Meant for Property - There was not a huge amount of Property related points in the Budget speech but if you look through the detailed notes there is one that may impact supply of homes.
The Banking Crisis in the USA, Credit Suisse and what this can mean for UK rates & Property.
Evergrande & the Restructuring of Overseas Debt and How this Affects Global Real Estate.
Breaking Down the Latest UK Inflation readings. Food prices, Energy, Housing costs etc and the difference between CPI, CPIH and Core Inflation and what they all mean for us.
For more info about the Boardroom Club that myself and Adam run please contact rod@incomethroughproperty.co.uk
Thanks again to our sponsors www.signaturepropertyfinance.co.uk

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This is another cracker of an episode which is jam packed with phenomenal advice for anyone with a residential portfolio.
I am Joined by Ross McColl who, with his brother owns and operates a high yielding portfolio of approximately 300 residential units in the South East.
We discuss;
How Ross left school at 16 with no qualifications then going back into education to do a Masters at Imperial College London in Finance and Economics in order to become a Citi Bank Trader.
How he fell in Love with numbers and realised he could use his skill set to enhance a poorly run family property portfolio.
How being thrown in at the deep end and having to asset manage difficult assets including dealing with over 150 evictions) gave him additional skills.
The types of property that he invests in and why and how that has changed over time.
Why looking at yield is such a strong driver for him.
The types of tenants and why he began to focus on Temporary accommodation as a way to mitigate risk.
Why he feels the lower end of the market has less room to fall.
His approach to maintenance and focusing on the long term.
 
Why he is so concerned about the removal of Section 21, EPC requirements and interest rates and what he is doing to mitigate those risks in his business.
What he knows now that he wished he knew when he was getting started in property.
How technology has benefitted his business
And much more...
As always thanks to our fantastic sponsors Signature finance who are lenders of Bridging and Development products. Don't forget to contact Tony@signaturepropertyfinance.co.uk and mention the Rodcast to have your legals paid for on their bridging or development loans.
Ross mentioned https://www.konnexsion.com/ which I also use as a tool for property management which we have found to be a great product.
Please leave a review on the podcast platform and share the episode with anyone you feel would be interested in it
 
 

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This is the first of our series on Property News Updates which we will be bringing you every fortnight.
In this episode I am joined by Alicia Barlow who helps me to digest the big property news stories as well as deliver our opinions on them.
We discuss;
The most expensive residential property in Britain that has gone on the market for offers in excess of £250 Million.
The latest report from Carbon Laces on EPC's vs the actual Energy usage of the 17,000 homes they researched. They found that on average EPCs overestimate Energy usage by 91% compared to actual usage which begs the question do we actually need to bring properties up to a C on EPC's and are EPC's fit for purpose?
Home REIT - Two of their largest tenants have gone into voluntary liquidation, Several other tenants are taking them to court and withholding rent and they were last trading at almost 70% below their Net Asset Value.
Mortgage Prisoners from prior to lending criteria changing. What does the new report funded by Money saving Expert say https://www.moneysavingexpert.com/mortgages/mortgage-prisoners/
Why Landlords are selling up? Why there is a net reduction in available dwellings when stock transfers from the private rental sector to owner-occupation. How this will affect the rest of the market as well as the public's perception of the Private Rental Sector?
For more information about the Partners in Property Network meetings mentioned please visit www.partners-property.com
If you are interested in the 7 day Property Business Retreat please contact me  rod@incomethroughproperty.co.uk
As always a huge thanks to our sponsors www.signaturepropertyfinance.co.uk

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In this episode we are joined by James Hadley from www.propertyfrompensions.co.uk
James has a depth of knowledge on all things to do with property and pensions.
If you think this is another sales pitch from a product seller about SSAS pensions then think again. James discusses the biggest mistakes he sees when people want to set up SSAS pensions.
James gives great insight into the tax advantages of different types of pensions for holding property in as well as the costs of them and at what point different types of pensions are viable for investing in property.
He goes onto to discuss GDCV's and how they can be used to allow your pension to own residential property,
How pensions can protect business owners from creditors
How to look at pensions as just a part of your holistic approach to your finances and long term plans
and lots more.
As always if you enjoyed the episode please share it and leave us a review.

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In the 4th episode of our series on investment picks we look over the investment environment as well as looking at how previous picks have performed so far.
We then go on to discuss our investment picks for the last quarter of 2022 which include;
High Yield Emerging Markets Bond ETF
Gold
and
REITs
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