Episodes
We take a look at the key risks facing UK housing and retail markets in the aftermath of the Autumn Budget. We focus on the threats and opportunities for both sectors following the biggest rises in taxes at a budget since 1993.
Will mortgage rates stay higher for longer as a result? Plus, does the Budget really just spell bad news for the high street or will we see a retail renaissance?
Anna is joined by Knight Frank’s head of UK housing research Tom Bill and head of UK retail research,...
Published 11/08/24
You potentially won’t be able to let an office in the UK without an EPC A-B by as soon as 2030. So how can London’s office landlords prepare effectively for this energy efficiency deadline? Currently, 70% of commercial property floor space is rated EPC C or below across England & Wales. So getting ahead of potential future regulation could mean a first-mover advantage, particularly where there is a demand and supply imbalance.
To unpick this complex topic, Anna is joined by Flora Harley,...
Published 09/04/24
Co-living is a small but growing trend in UK cities, driven by urbanisation, rising housing costs, and the need for community in an age of digital isolation. Experts from Knight Frank explore the investment landscape, government policies, demographic appeal, and future prospects of co-living compared to traditional student accommodation. The conversation covers topics such as policy evolution, investment trends, and the challenges and opportunities in the sector.
Host Anna Ward discusses this...
Published 08/19/24
What is the current state of the London office market and how will the next six months pan out?
Knight Frank's Head of London Research Shabab Qadar joins host Anna Ward to discuss market activity and what is coming next for development activity and investment in the capital’s office sector. They discuss how a future supply crunch could impact the market, where the new emerging office districts will be, to what extent repurposing will feature in the market and how much stock will shift to...
Published 08/05/24
Rachel Reeves used her first speech as chancellor to reverse some Conservative housing policy following a Labour landslide. But aside from bringing back local housing targets, how else will the government get Britain building again? In this episode our expert panel dive into getting the balance right between net-zero goals and extensive housebuilding plans, the need for renewable energy and regulatory certainty, and how the UK and European residential markets compare.
Also, if you had £50...
Published 07/09/24
In this episode of 'Intelligence Talks,' host Anna Ward discusses the potential implications of Labour and Conservative election pledges on the commercial real estate market with Will Matthews, Shabab Qadar, and Stephen Springham from Knight Frank’s research team. They examine current market conditions, and key manifesto proposals on finance, investment, tax, business rates, and planning laws.
What will be the impact of these policies on key UK commercial real estate sectors from offices to...
Published 06/25/24
Is London tapped out or are there still great development opportunities in the capital? This week Anna Ward is joined by James Barton and Nick Alderman from Knight Frank's development land team.
In this episode, they explore where the new residential development opportunities might be, from Battersea to Hackney Wick. They also discuss who will be building these projects, the return of developers to the land market, as well as the withdrawal of housing associations, as well as the latest...
Published 05/24/24
In this episode we look at how local councils in the UK are responding to the housing needs of our senior population. In real estate terms, the seniors housing sector is a small but rapidly growing part of the market – but is a lack of planning and awareness holding it back, and what does the country need to do to scale up delivery?
Anna is joined by Irwin Mitchell planning partner Nicola Gooch, who specializes in mixed use regeneration projects and enabling developments, and Andrew Sandison,...
Published 05/08/24
The Spring Budget at a glance, plus what else could be coming down the tracks from a property perspective before the UK general election…
Anna is joined by a trio of experts from our research team including Knight Frank's head of UK residential Tom Bill, head of UK retail Stephen Springham and head of ESG Flora Harley.
They share their takes on the March Budget, what is likely to happen next, and what they’d like to see change after the election across housing, retail and net zero.
Hosted...
Published 03/12/24
From student bed shortages to net zero dilemmas in property redevelopment, this episode provides a snapshot of the UK’s housing landscape. The living sectors alone can’t fix Britain’s housing crisis, but momentum is building. The country needs more decent and well managed private-rented housing, as well as more options for students and seniors.
Investors have taken note: total volumes into UK BTR, student and senior living hit nearly £10bn last year, below the record £15bn in 2022 – but well...
Published 03/08/24
In our first episode of 2024, we talk about Britain’s laboratory shortage, with start-ups actively searching for lab space amid a dearth of supply. Anna Ward is joined by Knight Frank partner and life sciences specialist Jennifer Townsend to discuss the growth of the UK’s £90bn health and life sciences sector. In London alone, the city is struggling to provide biotech and life sciences entrepreneurs with the research space they need. Knight Frank data shows that demand for lab space in the...
Published 01/19/24
For our final episode of the year, we look at Knight Frank’s predictions for residential and commercial property in 2024...
For a UK take, Anna speaks to Tom Bill, head of UK residential research, Shabab Qadar, London research partner and Flora Harley, head of ESG research. Anna is also joined by our global head of research Liam Bailey, head of UK commercial Will Matthews and head of global residential research Kate Everett Allen to discuss global themes.
They share their key...
Published 12/15/23
With global residential rents surging at three and a half times their pre-pandemic rate, Liam Bailey speaks to New York property guru Jonathan Miller to assess where rental markets are headed in that city as we move towards 2024.
https://content.knightfrank.com/research/357/documents/en/prime-global-rental-index-q3-2023-10751.pdf
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Published 12/13/23
Anna speaks to Knight Frank rural surveyor Steph Small and Irwin Mitchell partner Sam Knight to find out more about the nutrient mitigation market, which the government just announced fresh funding for.
Natural England has established its own nutrient mitigation scheme; however, this is currently only available to developers in the Tees catchment in the North East of England and there is a limited number of credits available.
For those developers unable to access this scheme, the only other...
Published 11/29/23
In our latest Ski Property Report, a third of respondents to our sentiment survey said the long-term resilience of a ski resort is very important to them and influences their decision on where to buy. In this episode of Intelligence Talks, we look at the impact of climate change on Alpine property markets. Anna speaks to Kate Everett-Allen, head of global residential research at Knight Frank, and international residential partner Alex Koch de Gooreynd.
They discuss how ski resorts are...
Published 11/24/23
Rishi Sunak may have weakened a number of green commitments, but the property sector is pressing on with key net zero priorities. From residential to commercial buildings, Britain’s built environment currently accounts for a quarter of the country’s carbon footprint. Developers are exploring ways to build more energy efficient homes that can withstand the most extreme climates. Meanwhile, property investors are more concerned than ever about ESG due diligence, with a growing focus on how...
Published 09/25/23
The build-to-rent market has made serious inroads into Britain’s property sector, with the number of completed units more than tripling to over 82,000 units in the last five years. While the scale of this remains small relative to overall housing delivery, all signs point to a strong growth trajectory ahead.
But how do the completed schemes measure up so far?
To find out, Knight Frank has launched a new Resident Experience Index alongside UK property developer Moda which, for the first...
Published 09/01/23
Britain is facing a looming supply crunch for new homes. In this episode, we explore how housebuilders and developers across the ‘living sectors’, including student, seniors, build to rent, and single-family housing, are responding to the current economic uncertainty and high cost of debt. Anna speaks to Knight Frank partner and head of development partnerships Charlie Dugdale, and associate in our living investment research team, Katie O’Neill.
They also discuss how the current economic...
Published 08/09/23
While global real estate markets are feeling the pinch from higher interest rates, the branded residences market is enjoying something of an upswing. Liam Bailey is joined by The Four Season’s James Price to unpack the data on a sector set to grow by 12% per year globally each year up to 2026.
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Published 06/30/23
Where does it make sense to refurbish offices to higher environmental standards and to what extent will obsolete offices see a change of use to residential? Across London, approximately 140m sq ft of office space has an EPC rating below grade C, a recent Knight Frank study showed, a figure which represents 51% of total office floorspace. Under current government proposals, commercial properties must have an EPC rating of C or higher by 1 April 2027. In this podcast, Anna Ward is joined by two...
Published 06/21/23
Liam Bailey talks to Knight Frank’s rural experts Isabel Swift and Andrew Shirley to understand a burgeoning new property asset class.
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Published 04/21/23
Liam is joined by Knight Frank’s head of debt advisory - Lisa Attenborough - to assess the fallout for developers and investors from
rolling banking turmoil.
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Published 04/03/23
The Knight Frank research team take apart Wednesday’s budget, discuss the SVB collapse, and consider outlook for the UK base rate – with some bold predictions.
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Published 03/17/23
The wealthy are moving, and competition to attract them (and their tax revenue) is rising. Liam Bailey speaks to leading mobility expert Kristin Surak. Kristin’s research on golden passports, international migration, nationalism, and politics has been translated into a half-dozen languages, and her latest book, The Golden Passport: Global Mobility for Millionaires, will be published by Harvard University Press in 2023.
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Published 03/03/23