What would happen if the rich left the UK? In this episode of Intelligence Talks, host Tom Bill is joined by Leslie MacLeod-Miller, CEO of Foreign Investors for Britain to dig into what the governments changes in taxation mean for non-doms, and what the knock on affect could be for the rest of the country.

Listen to find out what Leslie thinks needs to happen to keep money in the UK and what impact tax changes are already having on the UK prime market.

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This week; sticky inflation, bond market reactions, and the government's role in the property market. We look at recent economic data showing weak growth and high inflation, and try to unpick the implications for the housing market such as increased supply and mortgage rates, and the challenges faced by policymakers.

We also look at the US trade deals and Federal Reserve decisions, providing insights into how these factors could affect both the UK and global economies. Host Tom Bill is joined by seasoned financial market analyst Michael Brown from Pepperstone to give some clarity amidst economic uncertainty.

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We explore how Britain could benefit from a rise in international students after Trump’s second presidency. We also delve into the latest UCAS application data for 2025, plus key investment and development trends. Anna is joined by Neil Armstrong and Merelina Sykes, joint heads of Knight Frank student property.

Produced by Ollie Peart at Rethink Audio.

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Housing markets around the world have faced strong headwinds since the pandemic boom period. Household finances and purchasing power fell under pressure from surging household bills and higher borrowing costs, and the outlook for interest rates remains murky at best. So, what does the year ahead have in store for house prices in the UK and more broadly in Europe?  

Host Anna Ward is joined by Knight Frank's head of UK residential research, Tom Bill, head of European residential research, Kate Everett Allen and head of ESG research, Flora Harley.  

The panel are quizzed on how global housing markets are performing – key hotspots for 2025 and what the data is telling us. They share their views on whether house prices will rise or fall this year in key regions around the world – and their key 2025 predictions for the year ahead. 

Prospect of Trump Presidency intensifies Labour’s mortgage market headache https://www.knightfrank.com/research/article/2025-01-13-prospect-of-trump-presidency-intensifies-labours-mortgage-market-headache

2025 Outlook: European real estate and political shifts https://www.knightfrank.com/research/article/2024-12-19-2025-outlook-european-real-estate-and-political-shifts

The ESG Outlook – what’s next for 2025? https://www.knightfrank.com/research/article/2025-01-09-the-esg-outlook-whats-next-for-2025

Produced by Ollie Peart at Rethink Audio.

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After a challenging year, what is the outlook for UK commercial real estate in 2025 and has the market turned a corner?

Anna is joined by our UK head of commercial research, Will Matthews, London research head Shabab Qadar and associate in retail research Emma Barnstable.  

We hear from Emma on how attitudes towards the retail sector are the most positive they have been for years, with retail the best performing mainstream property asset class in 2024. Two-thirds of the Top 300 retailers are rated low-risk. Despite this, investment volumes last year fell short of

10-year averages. Could 2025 be a more profitable year for investors?

Shabab talks about how the London office market is at an inflection point, with investor sentiment stabilising, pointing to renewed activity into 2025, particularly for top-tier office spaces. The investment market is polarised, however, with demand strongest for prime office buildings in the top UK markets. In certain areas of the capital, there is a significant shortage of high-quality office space. Specifically, less than 0.5% of the available office stock in London's City and West End submarkets is classified as grade A.

The panel also look at projections for overall investment volumes into UK commercial real estate this year, and discuss why new infrastructure projects present significant opportunities.

Produced by Ollie Peart at Rethink Audio.

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In this episode, we delve into the results of our new Knight Frank Alpine Property Report. Anna is joined by our head of European residential research, Kate Everett-Allen, and partner Alex Koch de Gooryend, to examine the key drivers currently of demand for Alpine properties from declining mortgage rates, tax changes and an increase in year-round amenities.  

The report highlights a 3% increase in property values in Alpine markets over the past year. While this is down from the pandemic peak, growth remains above long-run trend rates. The discussion also delves into geographical trends, with Swiss resorts outperforming French ones, backed by Switzerland’s stable economy. Also, find out where our panel would invest if they had the cash.

You can read the report here: https://www.knightfrank.com/research/report-library/alpine-property-report-2025-11694.aspx

Produced by Rethink Audio

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UK students are struggling to find housing and demand for accommodation is soaring. Supply is failing to keep up, causing rents to rise on average by around 8% this year, according to the latest Knight Frank data.

So what's going on? How can universities, developers, and investors collaborate more effectively to tackle the supply crunch? What emerging trends will shape the future of student housing in 2025 and beyond? From the race for high-quality accommodations to the evolving expectations of Gen Z students—this conversation is a must-listen for anyone navigating the student property market.  

Anna is joined by Neil Armstrong and Merelina Sykes, joint heads of Knight Frank’s student property division, along with research associate Katie O’Neill, to unpack these critical questions.

For more, see Knight Frank’s student accommodation survey 2024: https://content.knightfrank.com/research/1663/documents/en/knight-frank-ucas-student-accommodation-survey-report-2024-11543.pdf

And Knight Frank’s latest quarterly update on the market: https://www.knightfrank.be/research/uk-student-housing-q3-2024-11625.aspx

Produced by Ollie Peart at Rethink Audio.

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