Intelligence Talks

  • 7. Labour's housing plans unpacked

    19:47
    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 million, where should you put that money right now in residential real estate? Host Anna Ward discusses this and more with guests Flora Harley, Stuart Baillie, and Kate Everett-Allen from Knight Frank.
  • 6. UK election special: Manifestos, markets and real estate

    17:20
    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 retail? And how will investment volumes turn out by the end of 2024 compared to last year? All that, plus hear how each expert would invest a hypothetical sum of £50 million in UK commercial real estate.  This is the first of two special episodes on the UK election. We will be back next month with part two after the election and you will hear from experts in our UK residential research team.
  • 5. What next for London’s development market?

    14:19
    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 findings from Knight Frank’s poll of 50 volume and SME housebuilders. And the key challenges to building these developments: land scarcity, outdated council registers, and high build and finance costs. Plus, they look at whether there is a need for some flexibility in affordable housing criteria.  Don't miss this informative discussion on the opportunities and challenges shaping London's residential development scene.   REPORT: Knight Frank’s land index and survey of 50 volume and SME housebuilders
  • 4. How can Britain scale up seniors housing delivery?

    18:15
    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, senior research analyst at Knight Frank, who produces research on the UK seniors housing sector.They discuss why local authorities are under pressure, following the publication of Knight Frank’s joint report with Irwin Mitchell which analyses and grades local plans for all local authorities in England based on their approach to housing for seniors. Plus, the pair are quizzed on what new policy ideas could help address the supply shortfall.REPORT: Unlocking Potential for Seniors Housing Development
  • 3. Election countdown: What’s next for UK property markets?

    25:00
    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.
  • 2. How can the UK's living sectors ease the housing crisis?

    16:40
    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 above pre-Covid levels.Anna is joined by Lizzie Breckner, Katie O'Neill and Sam Heffron.They discuss how quickly BTR could scale up to deliver more of Britain’s housing supply, why students are facing an ‘existential crisis’ when it comes to property options, and what would convince older generations to downsize from family-sized homes.
  • 1. Lab crunch: British science needs more space

    19:59
    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 capital stands at 793,000 sq ft, while availability is just 179,295 sq ft – less than a quarter of current requirements. UK-wide, life sciences firms raised £3.3bn in venture capital financing last year, ranking as the third-highest amount over the past ten years. On a year-over-year basis, funding to the sector declined 7% compared to 2022. However, life sciences performed better than the broader UK venture capital landscape, which saw investment drop to £16.1 billion in 2023 - a 44% decrease compared with 2022.Anna also speaks to Deirdre O’Reilly, senior research analyst at Knight Frank, to find out more about the rise in film and TV production spend in the UK and how this is fuelling an increase in film studio take up. If production spending reaches £8.7 billion by 2028, Knight Frank has estimated an additional 2.6 million sq ft of additional studio space will be needed. Deirdre also pinpoints two other key industrial sectors to watch in 2024… You can read the 2023 Knight Frank UK Film and Television Studios report here.
  • 9. Window to 2024: Our property predictions for the next year

    15:26
    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 predictions for 2024, explore to what extent and how quickly real estate markets will recover, and look at the potential impact of upcoming political elections around the world. They also discuss the pressing need to retrofit and refurbish real estate, with 58% of  investors actively looking to acquire poor EPC-performing assets to improve, upgrade and reposition, according to Knight Frank’s latest ESG Property Investor Survey. 
  • 8. The great New York rental boom of 2023

    12:31
    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
loading...