Intelligence Talks

What would a Burnham premiership mean in practice? In this episode of Housing Unpacked, Tom is joined by former Treasury special adviser James Nation to explore which policies will remain longer-term ambitions, and what is realistically deliverable in the near term.Will a coronation create legitimacy concerns? Is an emergency Budget needed? And with fiscal wriggle room tight, who becomes Chancellor and how difficult is the job they inherit?For the property market, there is a lot on the line. There is renewed speculation around CGT alignment with income tax, a familiar debate over the merits of a land value tax, and early signals on greater devolution of fiscal powers.But each comes with big questions around how much revenue they raise, how quickly they can be delivered, and whether they survive contact with Treasury scrutiny.Either way, Burnham will now be judged on what he does rather than what he says. Hosted on Acast. See acast.com/privacy for more information.

The same dataset can look dramatically different depending on how it is visualised. Most charts are produced with good intent, but not all of them tell the full story, and some are designed not to. Knowing how to spot the difference could change how you read every market report you pick up. In this episode of Commercially Minded, Will Matthews, Knight Frank's Head of Commercial Insight, is joined by Seb Jones, Senior Analyst in Knight Frank's Modelling and Intelligence team, to examine how data visualisation shapes the conclusions that property professionals reach. They explore everything from innocent design failures that accidentally misdirect, to techniques that can steer readers towards conclusions the data does not support. If you want to know how to spot the signs that a chart is misleading you, and what questions to ask before you form a view, this is the episode to listen to.For more insights like this, subscribe to ⁠⁠Will's newsletter⁠⁠ for his weekly take on commercial real estate markets.Produced by ⁠⁠Rethink Audio⁠⁠. Hosted on Acast. See acast.com/privacy for more information.

On this episode of Housing Unpacked, Tom Bill is joined by Peter Murray OBE, co‑founder of New London Architecture, founder of the London Festival of Architecture and a former design adviser to two London Mayors. As he prepares his own run for London Mayor in 2028 as an independent, Murray explains the tipping point behind his decision to enter politics, driven by what he sees as a lack of understanding in City Hall about the mayor’s responsibility to deliver homes, infrastructure and better streets. He sets out his “get stuff done” philosophy, arguing that housing delivery in London has been choked by uncertainty, slow planning and strained relations with the development sector. Drawing on decades of experience across architecture, journalism and real estate, Murray outlines proposals to accelerate housing delivery, revive SME builders, restore certainty for investors, and bring design back to the top table through a City Architect. The conversation also covers density, tall buildings, affordability, transport reform, road pricing and what a more pragmatic, delivery‑focused mayor could mean for London’s future.⁠Subscribe⁠⁠⁠ to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data. Hosted on Acast. See acast.com/privacy for more information.

Rob Perrins, Executive Chairman of Berkeley Group, joins Tom Bill to explore the realities behind the government’s housing ambitions, the impact of the Autumn Budget, and what it will really take to deliver 1.5 million homes. With over 30 years at Berkeley, Rob offers a unique perspective on the UK’s planning system and the challenges of delivering homes at scale, particularly in London. He discusses why housing delivery has stalled, how the regulatory burden and taxation are undermining viability, and why restoring confidence and the “feelgood factor” is critical for the market. Rob also reflects on his career at Berkeley, the legacy of founder Tony Pidgley, and how the company’s culture of regeneration, placemaking and long-term investment continues to shape its approach today.⁠Subscribe⁠ to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.This is an episode from Housing Unpacked, Knight Frank’s podcast dedicated to the UK housing market.Produced by ⁠⁠Rethink Audio⁠⁠. Hosted on Acast. See acast.com/privacy for more information.

2025 has been the year of not taking anything for granted in student housing. There’s noise in the headlines, nuance in the data, and if you know where to look opportunity in the fundamentals. Katie O’Neill speaks to Knight Frank's Head of Student Housing Capital Markets, Merelina Sykes, and Head of Student Housing Valuations, Neil Armstrong. She asks; how are investors navigating the current investment landscape? What’s really happening with rental growth, and how is it shaping occupancy? And importantly, what does the student think?  Hosted on Acast. See acast.com/privacy for more information.

In this second of three post-Budget specials, Tom Bill is joined by Michael Brown from Pepperstone to unpack a chaotic week for Westminster, the markets and the wider economy. From the unprecedented OBR leak and the Treasury’s credibility problem to front-loaded spending, back-loaded tax rises and why gilt markets may be calm for now, Michael explains what really mattered in the Budget, what the Bank of England is likely to do next, and why political risk may be the biggest story of 2026.Read more from Head of UK Residential Research Tom Bill here.Subscribe to Knight Frank's research here.Produced by Ollie Peart at Rethink Audio. Hosted on Acast. See acast.com/privacy for more information.

What market is poised to outpace even the mighty New York? This week the global Head of Research at Knight Frank, Liam Bailey, is joined by President & CEO of Miller Samuel, Jonathan Miller. Jonathan is a legendary New York housing market expert whose insights shape understanding of luxury real estate trends nationwide.Using fresh data from the Knight Frank Global Super-Prime Intelligence Report, Liam and Jonathan explore how billionaires and centi-millionaires are reshaping global housing markets, and what the latest quarter’s slowdown really means.Across 12 leading global hubs, 474 residential sales above $10 million took place in Q3 2025, totalling $8.5 billion. But with volumes down 21% and values down 29% on Q2, the big question is: what’s driving the shift?Jonathan describes a market in rude health: despite a slowdown in Q3 sales, Wall Street continues to fuel the luxury sector, and Q4 is shaping up to be a bumper season in the city.Meanwhile, in Miami and Palm Beach, demand remains strong but low inventory is holding back transactions. Liam draws parallels with London, where, spoiler alert, wealth taxes are not helping super-prime volumes, and with Dubai, where, as in Miami, limited stock is constraining sales.Looking ahead to 2026, New York appears set for a strong run. But one market in particular is poised to outpace even the Big Apple… tune in to find out which.For more global wealth and property insight: Subscribe to Liam’s twice-weekly Global Property Briefing here: https://preferences.knightfrank.com/subscribe-to-global-property-briefing Hosted on Acast. See acast.com/privacy for more information.