Intelligence Talks

Despite Boris Johnson telling the country last week to get ready for a no-deal, Toscafund Chief Economist Savvas Savouri believes an agreement will be reached. Here, he explains why he thinks the UK will exit the EU on friendly terms, while also analysing two other global issues: the upcoming US election and US-China currency trade tensions.

Against this backdrop our Head of Residential Research, Tom Bill, discusses how much momentum the UK property market will have over the next few months, and the international property buyers who are seeking to capitalise on Brexit uncertainty and a weak pound in the UK.

We then move to some quickfire reactions across our business, including our London Lettings team, as well as views from our Ireland and rural property research teams. 

Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

This podcast breaks down the news and delves into the intelligence behind the headlines. 

Follow us on social media here:

Instagram - @knightfrank

Twitter - @knightfrank

LinkedIn - @Knight Frank 

Host: Anna Ward - @annaroxelana

Producer: Rebecca Hills - @beckihills1

Editor: Pulama Kaufman

Any questions? Get in touch via [email protected].

Hosted on Acast. See acast.com/privacy for more information.

This week our Head of Asia Pacific Research, Nicholas Holt, catches up with The Economist Intelligence Unit’s Tom Rafferty, who is regional director for Asia and an expert on politics and economics in the region. Tom believes the worst is over for Asia Pacific economies, and expects GDP across the region to bounce back to 5% growth in 2021. For property investors, he says exposure to the region makes sense but there are still lingering issues – momentum for economic growth will not be that sustainable until a vaccine is found, and governments’ withdrawing state support could have a dampening effect. 

Nick also talks to Justin Eng, Associate Director for Asia Pacific Research, about various pain points which could impact office markets across the region, focusing on ‘shadow space’ with various companies now looking at subleasing their office space. Finally, Nick takes a look at the Hong Kong office market with Wendy Lau, Executive Director for Hong Kong Office Services. 

Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

This podcast breaks down the news and delves into the intelligence behind the headlines. 

Follow us on social media here:

Instagram - @knightfrank

Twitter - @knightfrank

LinkedIn - @Knight Frank 

Host: Anna Ward - @annaroxelana

Producer: Rebecca Hills - @beckihills1

Editor: Pulama Kaufman

Any questions? Get in touch via [email protected].

Hosted on Acast. See acast.com/privacy for more information.

This week we take a look at the future of design in the rental sector, specifically build to rent: homes designed for rent instead of sale.

Our 2020 multihousing report forecasts that this year will be a record year for investment into UK build to rent stock, with a figure topping £4bn for the whole year. But at this pivotal moment, how will current developments need to adapt and what will future buildings look like?

Residential Research Partner, Oliver Knight, explains why the sector has remained relatively resilient to the pandemic and CEO and co-founder of HomeViews, Rory Cramer, discusses what tenants are looking for and why converting offices into residential can make sense if thought through properly.

Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

This podcast breaks down the news and delves into the intelligence behind the headlines. 

Follow us on social media here:

Instagram - @knightfrank

Twitter - @knightfrank

LinkedIn - @Knight Frank 

Host: Anna Ward - @annaroxelana

Producer: Rebecca Hills - @beckihills1

Editor: Pulama Kaufman

Any questions? Get in touch via [email protected].

Hosted on Acast. See acast.com/privacy for more information.

This week we focus on the sustainability agenda, looking at the key findings from our Active Capital report and speaking to a leader in the field – Richard Walker, Managing Director of Iceland Foods.

Richard has been setting an example across both the retail sector – with Iceland having just published its own plastic footprint and called on other grocery chains to do the same – and property. Anna speaks to Richard and Theo Michell, both co-founders of Bywater properties about the property sector’s efforts to reduce its carbon footprint. 

But first, Anna catches up with our Commercial Research Partner, Victoria Ormond. Victoria contributed to our Active Capital Report which came out last week – and one of its key themes is sustainability.

https://publications.knightfrank.com/active-capital/refocusing-on-resilience/

Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

This podcast breaks down the news and delves into the intelligence behind the headlines. 

Follow us on social media here:

Instagram - @knightfrank

Twitter - @knightfrank

LinkedIn - @Knight Frank 

Host: Anna Ward - @annaroxelana

Producer: Rebecca Hills - @beckihills1

Editor: Pulama Kaufman

Any questions? Get in touch via [email protected].

Hosted on Acast. See acast.com/privacy for more information.

This week, we delve deeper into the findings of our Global Development Report. Out last week, the report surveyed 160 developers across 22 locations. It found almost six in ten global developers have delayed projects in response to the spread of Covid-19. Of those with delayed projects, more than four in ten are now making changes to designs that were once considered complete. Residential Research Associate Partner Flora Harley and Alexander Lewis, Partner in our Global Development Consultancy team, discuss what development will look like in a post-Covid era. 

As global developers grapple with new challenges due to Covid, in the UK Brexit is once again at the forefront of many people’s minds, and for those in the UK with second homes in the EU, there are some serious questions to ponder. Our Head of International Research, Kate Everett Allen chats with Fragomen lawyer Katie Good to work out what second home owners need to think about before the Brexit transition period ends on 31 December. 

Others in the UK are increasingly looking closer to home. In the UK, waterfront properties are commanding high premiums. Senior Research Analyst, Chris Druce, talks to Partner and Head of National Waterfront, Christopher Bailey, about the key findings in the 14th edition of Waterfront View, Knight Frank’s annual publication dedicated to showcasing the finest waterfront properties across the UK and beyond.

Waterfront View: https://www.knightfrank.co.uk/research/waterfront-view-7321.aspx

Global Development Report: https://www.knightfrank.com/research/global-development-report-2020-7455.aspx

Five things to know about Brexit: https://www.knightfrank.co.uk/research/article/2020-09-08-five-things-you-need-to-know-about-brexit-and-residential-property-markets-before-1-january-2021

Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

This podcast breaks down the news and delves into the intelligence behind the headlines. 

Follow us on social media here:

Instagram - @knightfrank

Twitter - @knightfrank

LinkedIn - @Knight Frank 

Host: Anna Ward - @annaroxelana

Producer: Rebecca Hills - @beckihills1

Editor: Pulama Kaufman

Any questions? Get in touch via [email protected].

Hosted on Acast. See acast.com/privacy for more information.

We’re back with episode two of our latest series. After catching up with our New York affiliate Newmark last week on what’s happening with the office market over there, we now look at London, Paris and Hong Kong. 

The next few weeks are expected to be a key test for the London office market with our research estimating there’s around £5bn worth of offices up for sale in the capital. Faisal Durrani, our Head of London commercial research, explains why London office demand is rising, while Knight Frank Hong Kong Associate Director Martin Wong, and Knight Frank France Chief Economist and Head of Research David Bourla discuss what’s driving their markets. 

We also hear from architect professor Jason Pomeroy. Jason thinks cities are resilient and that we will be getting back to our every day lives fairly soon. He goes all the way back to the 14th century to illustrate why. 

We finish with a look at the five key themes driving real estate. What will be influencing global real estate decisions over the next six months? Associate Partner Flora Harley and cross border commercial real estate adviser Alex James discuss office re-occupancy and currency markets.

Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

This podcast breaks down the news and delves into the intelligence behind the headlines. 

Follow us on social media here:

Instagram - @knightfrank

Twitter - @knightfrank

LinkedIn - @Knight Frank 

Host: Anna Ward - @annaroxelana

Producer: Rebecca Hills - @beckihills1

Editor: Pulama Kaufman

Any questions? Get in touch via [email protected].

Hosted on Acast. See acast.com/privacy for more information.

This week we launch the second series of Intelligence Talks. Having emerged from an unprecedented lockdown, and with many of us starting to commute into offices, we’ve adapted the podcast to bring you a tightly focused weekly Monday edition opening with our latest big piece of research, followed by a topical discussion on what’s happening in global property sectors. We have merged our Monday UK and Friday global editions to cover a greater variety of topics each week. 

In our first episode, Douglas Larson, Executive Vice President at our New York-based associate partner Newmark Knight Frank, explains why tech giants are continuing to expand in the city; our UK head of residential research Tom Bill discusses the rationale behind our new UK house price forecasts, and Knight Frank Finance Partner, Hina Bhudia, and consultant to Knight Frank, Patrick Gower, also discuss how lenders in the UK are dealing with the rise in demand for mortgages and payment holidays.

Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

This podcast breaks down the news and delves into the intelligence behind the headlines. 

Follow us on social media here:

Instagram - @knightfrank

Twitter - @knightfrank

LinkedIn - @Knight Frank 

Host: Anna Ward - @annaroxelana

Producer: Rebecca Hills - @beckihills1

Editor: Pulama Kaufman

Any questions? Get in touch via [email protected].

Hosted on Acast. See acast.com/privacy for more information.

We are focusing on the mortgage market this week, with Patrick Gower, a consultant to Knight Frank, giving an update on the latest activity: from mortgage holiday adoption rates, to interest rates and how lenders are responding. He is joined by David Forsdkye from Knight Frank Finance who speaks about how older generations can help first time buyers. 

Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

This podcast breaks down the news and delves into the intelligence behind the headlines. 

Follow us on social media here:

Instagram - @knightfrank

Twitter - @knightfrank

LinkedIn - @Knight Frank 

Host: Anna Ward - @annaroxelana

Producer: Rebecca Hills - @beckihills1

Editor: Pulama Kaufman

Any questions? Get in touch via [email protected].

Hosted on Acast. See acast.com/privacy for more information.

This week, for the second episode in our Asia Pacific Focus series, we are looking at logistics across APAC, discussing what’s going on in 2020 and what lies ahead in 2021.

Peter Garrison, Head of Strategic Customers at LOGOS Group, one of the major APAC logistics developers and managers, joins Tim Armstrong, our APAC Head of Occupier Services and Commercial Agency. They also talk to host Nick Holt, Head of APAC Research, about why some manufacturing and supply chains are moving out of China and into South East Asia, shining a light on what is going on the ground and what that means for investors, developers and logistics players in the region.

Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

This podcast breaks down the news and delves into the intelligence behind the headlines. 

Follow us on social media here:

Instagram - @knightfrank

Twitter - @knightfrank

LinkedIn - @Knight Frank 

Host: Anna Ward - @annaroxelana

Producer: Rebecca Hills - @beckihills1

Editor: Pulama Kaufman

Any questions? Get in touch via [email protected].

Hosted on Acast. See acast.com/privacy for more information.

KPMG UK Chief Economist Yael Selfin joins our Head of UK Residential Research, Tom Bill, for a look at what’s happening with the economy, the race for a vaccine and how all of this is driving the UK residential market.

We hear from Yael on unemployment projections, vaccine scenarios and stamp duty and Tom discusses the current outlook for the UK housing market. 

Intelligence Talks, is a podcast from the Research Team at Knight Frank. Every Monday and Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

This podcast breaks down the news and delves into the intelligence behind the headlines. 

Follow us on social media here:

Instagram - @knightfrank

Twitter - @knightfrank

LinkedIn - @Knight Frank 

Host: Anna Ward - @annaroxelana

Producer: Rebecca Hills - @beckihills1

Editor: Pulama Kaufman

Any questions? Get in touch via [email protected].

Hosted on Acast. See acast.com/privacy for more information.