Intelligence Talks

Knight Frank

From Knight Frank Research, Intelligence Talks brings you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

New episodes fortnightly.

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154 episodes
Updated Friday

Episodes154

Newest first

May 4, 2022 · 13 min
The Wealth Report- Will Snoop Dogg’s metaverse mansion shake up the real estate world?
Last year, someone spent a little under a half-million dollars to be Snoop Dogg’s next-door neighbour. In the metaverse or Snoopverse, of course. Snoop first started building his own virtual world in September last year on the Sandbox platform, one of the world’s biggest metaverse firms. In this episode, our second Wealth Report special, we hear from the man behind the launch of the Sandbox, Yat Siu. The Hong Kong based entrepreneur and angel investor is CEO of block chain and gaming firm Animoca Brands. Animoca, valued at $5bn, has pivoted dramatically in recent years towards blockchain, NFTs and the metaverse - buying up The Sandbox in 2018. Anna is also joined by Knight Frank partner and Wealth Report deputy editor Flora Harley who interviewed Yat for the magazine. They discuss investor appetite for buying up virtual real estate, how dealmaking works in the Sandbox and how the virtual will influence physical real estate trading – plus, what’s it really like being Snoop Dogg’s neighbour? Hosted on Acast. See acast.com/privacy for more information.
Apr 22, 2022 · 10 min
What's next for UK house prices in 2022?
This week, Anna is joined by Knight Frank Finance managing partner Simon Gammon and head of UK Residential Research Tom Bill. They discuss the latest outlook for UK house prices and the impact of rising inflation and slowing economic growth. Simon gives his take on interest rate hikes, how fast and how much higher they will rise, and the impact this will have on the mortgage market and house borrowing costs. Tom delves into Knight Frank’s UK house price forecasts and gives his long-term view on the outlook for prices around the country. https://marketing.knightfrank.co.uk/p/2P3K-7X3/intelligence-lab-subscribe Hosted on Acast. See acast.com/privacy for more information.
Apr 8, 2022 · 14 min
Britain’s wine boom heats up land market for vines
This week we take a look at Britain's wine boom and how it is impacting the land market. British sparkling wine in particular has been portrayed as one of the wine world's big success stories. While it currently only represents a fraction of global sales, sales are growing. Overall, there are now over 700 vineyards in England and Wales. Anna speaks to Richard Balfour-Lynn, formerly CEO of MWB Group Holdings, the owner of Malmaison and Hotel du Vin. Richard is co-founder of Balfour Winery – on the Hush Heath Estate in Kent, one of England’s biggest wine producers which makes over 400,000 bottles of still and sparkling wines each year. We also hear from Knight Frank head of viticulture Ed Mansel Lewis. Ed’s role sees him support vineyard managers and wine producers grow their business. https://marketing.knightfrank.co.uk/p/2P3K-7X3/intelligence-lab-subscribe Hosted on Acast. See acast.com/privacy for more information.
Mar 25, 2022 · 13 min
Can Sunak stop spiralling costs taking the spring out of property's step?
The rising cost of living was the main theme for Rishi Sunak’s Spring Statement. In this podcast, we explore how increasing energy and household bills are impacting sentiment, both for shoppers on the high street and buyers of new homes. What will be the key challenges over the next few weeks and months, and what metrics will retailers and house builders be watching closely? On the retail side, has the cost-of-living crunch hit sales yet and how are retailers responding to the increasingly challenging economic environment? And how is build cost inflation impacting residential development, and how are increased cost pressures affecting first time buyers? https://marketing.knightfrank.co.uk/p/2P3K-7X3/intelligence-lab-subscribe Hosted on Acast. See acast.com/privacy for more information.
Mar 11, 2022 · 13 min
Google and Apple blaze a hybrid trail back to the office, but who will follow?
This week Anna is joined by Knight Frank’s global head of occupier research Lee Elliott and head of research for Asia Pacific, Christine Li. They take a look at the latest twist in the back-to-work debate – with Google having recently ordered its workers back on a hybrid basis from April – three days a week in the office and two at home. So, how will companies fare in adopting hybrid work styles around the world? And what are the big trends employers are adopting to lure workers back to their desks? Hosted on Acast. See acast.com/privacy for more information.
Mar 2, 2022 · 18 min
The Wealth Report- Where to put your money: smart cities or the metaverse?
In a bonus episode for our flagship magazine the Wealth Report which is out this week, we explore the rise of new smart cities and the metaverse. Anna is joined by Wealth Report deputy editor Flora Harley and our guest speaker is Dr Sarah Moser. Sarah is an associate geography professor at McGill University in Montreal Canada, specialising in new cities and urban mega-developments. The Wealth Report explores which cities high-net-worths currently want to live, work and play in. In this episode, we look at the rise of new smart cities built from scratch and virtual ones in the metaverse. Is it worth investing in them? We look at which new cities are closest to reaching completion, Big Tech’s view of smart cities and the metaverse and why Google’s Sidewalk Lab city project in Toronto went wrong. To read more about mega cities and Sarah’s research, have a read of our Cities of the Future article on p.80 of the Wealth Report, and you can read about the cities topping our annual City Wealth Index on p70. Hosted on Acast. See acast.com/privacy for more information.
Feb 25, 2022 · 16 min
Can Britain's high streets weather the cost of living crisis?
This week Anna is joined by Knight Frank’s head of retail research Stephen Springham and retail analyst Emma Barnstable. They set the scene first on the current state of the UK retail sector two years on from the start of the pandemic and then look at how a consumer squeeze is impacting the market – rising prices are everywhere, the cost of margarine has shot up by over 30% in the past year, while fashion retailer Next is forecasting price hikes of nearly 4% in the first half of this year. Emma and Stephen discuss how bad the pandemic was for the retail sector and how prepared it is to face up to the cost of living crisis. They also dissect the latest January sales data and give their outlook on Britain’s empty shop numbers, with the retail vacancy rates having jumped to around 15% during the pandemic. Hosted on Acast. See acast.com/privacy for more information.
Feb 11, 2022 · 13 min
Just how bad is Britain's supply chain problem?
Supply chain troubles are feeding into sharp build cost hikes for the construction sector in the UK. In this podcast, we look at how long these problems are likely to last, how Britain stacks up compared to the rest of the G7 economies and the impact on its housing delivery rates. Anna speaks to Knight Frank head of residential development land Justin Gaze and Jennifer McKeown, head of the global economics service at Capital Economics. Hosted on Acast. See acast.com/privacy for more information.
Jan 28, 2022 · 13 min
Will inflation pain hurt UK house prices?
We’ve seen a sharp rise in inflation and the Bank of England is expected to hike interest rates in early February. What does this mean for UK house prices? We hear from Knight Frank head of UK residential research Tom Bill and Toscafund chief economist Savvas Savouri. The pair last came on the podcast six months ago, ahead of the sharp increases in gas prices which have contributed to record inflation rates. But Savvas suggests that while inflation is likely to breach 6%, these rates won’t persist and predicts that inflation will ease off to around 2.5% by the summer of 2023. Against this backdrop, Tom anticipates UK house price growth to slow somewhat, ending the year in single digit growth territory after 2021’s unusually strong performance. However, he adds that Prime Central London could outperform the overall UK rate of growth as overseas buyers return to the market. Finally, they discuss the tech disruptors entering the mortgage market, with Savvas suggesting the likes of online bank Monzo, digital mortgage broker Habito and London-based fintech Perenna, could have a major impact. To the extent that mortgage rates could even fall as disruptors buy up market share, leading to more competitive rates. Hosted on Acast. See acast.com/privacy for more information.
Jan 28, 2022 · 1 min
Introducing: Intelligence Talks
Intelligence Talks, a podcast from the Research Team at Knight Frank. Every fortnight on a Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders. Each episode we'll be joined by experts from across the property industry to hear their take on everything from the impact of Covid-19 on residential development in London, to where international buyers are choosing to invest. This podcast breaks down the news and delves into the intelligence behind the headlines. Launched in April 2020. Follow us on social media here: Instagram - @knightfrank Twitter - @knightfrank LinkedIn - @Knight Frank Host: Anna Ward - @annaroxelana Producer and Editor: Daisy Chakoo, Rethink Audio Any questions? Get in touch via anna.ward@knightfrank.com Hosted on Acast. See acast.com/privacy for more information.
Jan 14, 2022 · 14 min
Why is rewilding causing such a stir in England?
News last week that farmers in England will be given taxpayers’ cash to rewild their land has triggered a widespread debate. In this podcast, we explore the UK government’s plans for large-scale nature recovery projects and what they could mean for land ownership. Anna is joined by Knight Frank’s rural research head Andrew Shirley and head of agri-consultancy Tom Heathcote. Hosted on Acast. See acast.com/privacy for more information.
Dec 10, 2021 · 17 min
Window to 2022: Our property predictions for the next year
For our final episode of the year, we look at Knight Frank’s predictions for residential and commercial property in 2022… Anna is joined by head of international residential research Kate Everett Allen, head of UK commercial research Will Matthews and global head of occupier research Lee Elliott. They share their key predictions for 2022, explore whether the ‘race for space’ in residential property markets will run out of steam over the next 12 months, and look at what the easing of travel restrictions will mean for cross-border activity across all property markets. They also discuss how fluid and flexible hybrid working will end up being next year and how employers' use of real estate will change. This episode was recorded ahead of the UK government’s tightening of Covid restrictions on 8 December including an order to work from home from 13 December. Hosted on Acast. See acast.com/privacy for more information.
Nov 26, 2021 · 14 min
Why are investors piling into suburban build-to-rent?
This episode we focus on a relatively new sector in the UK housing market: suburban build-to-rent. We’ve seen the rise of build-to-rent in city centres, but more recently major investors have been betting on the growth of rental demand in the suburbs as adults in their mid-30s to mid-40s are increasingly looking to rent rather than buy. Our guest this week is Jonathon Ivory, managing director at Packaged Living, alongside Oliver Knight, residential research partner at Knight Frank. Hosted on Acast. See acast.com/privacy for more information.
Nov 12, 2021 · 12 min
What next for countries with runaway house prices?
The pandemic has contributed to sharp house price growth across the globe. In the UK, despite the end of the stamp duty holiday, demand for residential property remains strong. So, what will take the heat out of the market? To get a sense of what might be coming next, we look at what’s going on in New Zealand and Australia: both countries which have also seen significant house price growth during this period. Anna is joined this week by Ben Udy, Australia and New Zealand economist at Capital Economics and Kate Everett Allen, international residential partner at Knight Frank. Hosted on Acast. See acast.com/privacy for more information.
Oct 29, 2021 · 17 min
Absolutely Net Zero: What Britain’s property sector can learn from Joanna Lumley
Net zero has come into sharp focus in recent weeks in the run up to COP26. As well as a string of government strategy announcements, actress Joanna Lumley has called for wartime rationing to fight climate change. So what are the key takeaways for property? On this week's Intelligence Talks podcast, Anna speaks to Imperial College London professor Richard Templer and Knight Frank’s head of sustainability, David Goatman. As well as Lumley’s climate credits and Nordic homes, they discuss what’s missing from the UK government’s latest net zero policies, why surging energy prices are such a problem for property, and how robots can help retrofit the nation’s housing stock. Hosted on Acast. See acast.com/privacy for more information.
Sep 24, 2021 · 14 min
Why are London rents surging and when will they cool off?
The London rental market is booming as students and office workers return to the city. There is now upwards pressure on rental values in an undersupplied market. Anna is joined this week by Gary Hall, head of lettings and Sacha Hawkins, who heads up our relocation agent team, to discuss the future prospects of the market. How long will rents keep on rising? The trio look at how fast London rents have risen compared to other major UK cities, and discuss whether this is just a temporary phenomenon as pandemic restrictions ease. They also look at appetite from the corporate relocations market and which business sectors are chasing rental options in the capital. Hosted on Acast. See acast.com/privacy for more information.
Sep 17, 2021 · 11 min
Is Manhattan set for a real estate boom as New Yorkers return?
New York was hard hit by the pandemic as businesses closed and the wealthy moved upstate for more space. But it’s now in recovery mode and, like global cities around the world, revitalising its centre will be key. This week, we speak to Dan Tubb, senior director of sales at the Towers of the Waldorf Astoria Residences, about the future of Manhattan and whether the boom in suburban home sales is slowing, and Knight Frank’s global head of residential research, Liam Bailey, about the wider trends driving New York prime residential. Hosted on Acast. See acast.com/privacy for more information.
Sep 3, 2021 · 13 min
What are the most critical issues facing UK property occupiers?
This week, we look at what is happening behind the scenes in government on three key issues for the property sector: the return to the office, future of retail and net zero targets. Anna speaks to Andrew Smith, head of public affairs at Weber Shandwick to find out how he is navigating these long term policy agendas and how they are impacting property occupiers. Andrew stresses that the return to work will be crucial for the government in terms of revitalising city centres, but also points to the importance of balancing the interests of the hospitality sector with other business priorities as “al fresco” dining and temporary low traffic neighbourhoods are phased out to allow traffic back in. He also points to the review of business rates coming forward in the autumn and a building momentum to change the system, with strong political and public support to tax online retailers. With the business rates holiday coming to an end, he says there’s pressure for the government to be more radical. Finally, he also spells out what property occupiers will be watching in the upcoming heat and buildings strategy, from who will be picking up the bill to how far the government will depart from fossil fuel gas to heat homes. Hosted on Acast. See acast.com/privacy for more information.
Aug 20, 2021 · 17 min
How to heat homes in zero carbon Britain?
With the government’s net zero policies in flux, how can the property sector ensure buildings are fit for the future? This week, Anna speaks to Graham Cooley, CEO of hydrogen specialist ITM Power, which is based in Sheffield, and has the world's largest electrolyser facility. Anna is also joined by David Goatman, head of energy and sustainability across EMEA at Knight Frank. David was formerly a senior sustainable development adviser during the 2012 London Olympics. They discuss the UK’s new hydrogen strategy and the role hydrogen could take in decarbonising heating in buildings and the property sector’s ambition to reach net zero versus the reality of uncertain costs, keeping up with new technology and fixing the sector’s skills gap. Intelligence Talks is a podcast from the Research Team at Knight Frank. Every other Friday we bring you insight and analysis on property market trends and forecasts. Instagram - @knightfrank Twitter - @knightfrank Linkedin - @Knight Frank Host: Anna Ward Producer: Lauren Armstrong Carter Any questions? Get in touch: Rebecca.hills@knightfrank.com Hosted on Acast. See acast.com/privacy for more information.
Aug 6, 2021 · 16 min
Will Boris Johnson water down his planning reforms to head off a backbench rebellion?
This week, we look at the UK government’s plan to overhaul the planning system. How realistic are their proposals and why are residents and backbench Tory MPs increasingly concerned? Anna is joined by David Cooper, planning specialist and lawyer, best known for his involvement with Arsenal FC's move from Highbury to Holloway, as well as Knight Frank co-head of residential development, Justin Gaze. This week, Tory backbenchers warned Boris Johnson that plans to scale down the controversial reforms will not be enough to avoid a large-scale rebellion. Nearly 100 heave threatened to rebel by voting against the proposals in the autumn. Some Conservative MPS also fear that planning reform may have cost them the Chesham and Amersham by-election in June. David and Justin share their views on the overhaul and explore why criticism is building. They also discuss alternative solutions to the housing crisis - from building new settlements, to releasing more greenfield land and investing in infrastructure and boosting funding for local authority planning departments. Intelligence Talks is a podcast from the Research Team at Knight Frank. Every other Friday we bring you insight and analysis on property market trends and forecasts. Instagram - @knightfrank Twitter - @knightfrank Linkedin - @Knight Frank Host: Anna Ward Producer: Lauren Armstrong-Carter Hosted on Acast. See acast.com/privacy for more information.