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Intelligence Talks
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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Episodes
Intelligence TalksBudget 2026: Mansion Tax, Landlords and the Election Question
A Budget with few surprises, but plenty of implications. Tom is joined by Nimesh Shah, CEO of tax advisory firm Blick Rothenberg, to discuss the latest…
Intelligence TalksTrump vs Healey: Who Holds the Key to Lower Mortgage Rates?
Tom is joined by market analyst Michael Brown to make sense of rising mortgage rates that seem to hinge on Donald Trump's next move. They discuss why UK…
Intelligence TalksThe case for real estate in a changed market
How do you make the case for investing in real estate when capital is more expensive, growth feels uncertain, and investors have no shortage of alternatives?…
Intelligence TalksMansion Tax and the Budget: New Chancellor, Same Smorgasbord.
Tom is joined by James Nation, former special adviser to Rishi Sunak at the Treasury, to unpack the wave of pre-Budget speculation around a lower mansion tax…
Intelligence TalksBeyond the Middle East: What's Driving Mortgage Rates Higher?
Mortgage rates are rising again, but the conflict in the Middle East is only part of the story. Tom Bill is joined by Helen Thomas of Blonde Money to discuss…
Intelligence TalksAI and jobs: What's next for the workplace?
Everything about AI feels extreme, from the billions being invested to the predictions about how profoundly it will change our lives. But if AI is reshaping…
Intelligence TalksThe UK’s £4bn Non-Dom Hit
Ahead of the autumn Budget, Tom Bill is joined by tax specialist James Quarmby to discuss the fallout from the UK's non-dom reforms and why he estimates they…
Intelligence TalksBurnham’s First Fortnight: Reading Between the Lines for the Property Market
What does Andy Burnham's first fortnight as Prime Minister mean for the housing market? Tom Bill is joined by financial analyst Michael Brown. They discuss the…
Intelligence TalksManchesterism, defence, and the future of UK growth
With Andy Burnham now Prime Minister, "Manchesterism" has moved from regional talking point to potential national strategy. So what is "Manchesterism", and…
Intelligence TalksCoutts Head of Lending: Volatility Is the New Normal
In this episode of Housing Unpacked, Tom Bill is joined by Alex Webster, Head of Lending at Coutts, for a discussion about wealth, lending and property at a…
Intelligence TalksWhy real estate capital is moving into energy infrastructure
Real estate capital is increasingly targeting energy infrastructure, but why now, and what does it mean for traditional investors? In this episode, Will…
Intelligence TalksBurnham Takes Charge: Property Tax and Fiscal Reality
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…
Intelligence TalksThe Rise of the Domestic Buyer: Prime Central London Comes Full Circle
After decades being shaped by global investors and rapid price growth, today’s market is more price-sensitive and domestically-driven. In this episode of…
Intelligence TalksThe hidden language of charts
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…
Intelligence TalksBurnham, bonds and the mortgage squeeze
Tom is joined by Helen Thomas, CEO of Blonde Money, to unpack the political shockwaves around Andy Burnham’s attempt to become an MP, the growing tension…
Intelligence TalksCity Hall Has Lost Its Grip on Housing: London Mayoral Candidate Peter Murray
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…
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Where next for Multifamily?
For a new edition of Intelligence Talks, Katie O’Neill speaks to LGIM's Head of BTR, Adam Burney, and Head of Residential Development Research, Oliver Knight…
Intelligence TalksReading the signals of science and innovation demand in real estate
The innovation sector is widely seen as one of the UK's biggest economic opportunities, and the signals are hard to ignore: OpenAI is establishing a permanent…
Intelligence TalksRenters’ Rights Act: The End of the Hobbyist Landlord?
In this episode of Housing Unpacked, Tom is joined by Louisa Sedgwick, managing director of mortgages at buy-to-let specialist lender Paragon Bank to explore…
Intelligence TalksMiddle East Ceasefire to Boost Buyer Sentiment more than Mortgage Market
If it holds, the Middle East ceasefire will boost activity in the housing market as spring gets underway, but it hasn’t removed the pressure keeping mortgage…
Intelligence TalksKeep calm and carry on: London's lessons for surviving real estate cycles
What does London’s past reveal about its future? Shabab Qadar, Head of London Offices Insight, joins Will to unpack London’s evolution through deregulation…
Intelligence TalksFighting the Last War: Markets, Mortgages and the Bank of England’s Hawkish Misfire
In this episode, Tom and Michael Brown unpack how the Bank of England’s unexpectedly hawkish messaging last week helped ignite a sharp repricing across markets…
Intelligence TalksHow Global Energy Shocks Will Shape UK Politics, Inflation and the Housing Market
Tom Bill talks to James Nation on Tuesday 10 March about how the fast‑moving conflict in the Middle East is reshaping UK politics, the inflation landscape, and…
Intelligence TalksHow the Middle East Conflict Will Impact the UK Housing Market
Tom Bill and Pepperstone analyst Michael Brown unpack how the Middle East conflict is rippling through global markets, lifting energy prices, reshaping…
Intelligence TalksFrom ethics to earnings: is ESG for real estate just risk and reward?
To unpack how ESG is evolving into a conversation about risk, resilience and returns, Flora Harley, Head of Knight Frank’s Energy & Sustainability Research…
Intelligence TalksFrom Mayors to Mega Basements: The Truth About Developing London
In this episode, Tom Bill talks with Mike Hussey, CEO of Almacantar, about the real‑world challenges of delivering major schemes in London - from tricky 1960s…
Intelligence TalksGlobal Drama, Local Consequences: What The Events of 2026 Mean for Your Mortgage
A fast‑moving start to 2026 sets the tone for this episode as Tom Bill and Pepperstone’s Michael Brown break down a month of relentless global drama and its…
Intelligence TalksWhat can other real estate sectors learn from retail's resurgence?
Retail is back on top, ending 2025 as the top performing real estate asset class. How can the sector's resurgence bring insights - and valuable lessons - to…
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The Wealth Report: Los Angeles’ luxury housing market
In this episode, we take a deep dive into Los Angeles’ luxury housing market—one of the world’s largest super‑prime residential hubs, currently ranking third…
Intelligence TalksRob Perrins on planning reform, the future of London and hitting the 1.5 million homes target
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…
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What’s driving the uptick in the global fine wine market?
In our latest Intelligence Talks episode, Liam Bailey, Global Head of Research at Knight Frank, is joined by Tom Burchfield, Head of Market Intelligence at…
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Navigating Student Housing in 2025
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…
Intelligence TalksBudget Special: James Nation on Property Taxes and Labour’s Looming Leadership Crunch
Former Treasury and No.10 insider James Nation joins Tom Bill to unpack a Budget that has soothed markets but failed to boost Labour’s poll numbers. James…
Intelligence TalksBudget Special with Michael Brown: The OBR Row, Mixed Market Signals and Rising Risks for the Chancellor
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…
Intelligence TalksBudget Special: Nimesh Shah on the Doors The Budget Opened - and the Ones It Bolted
In this Budget Special, Tom Bill is joined by Nimesh Shah, CEO of tax advisory firm Blick Rothenberg, to break down why he sees this as a…
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Will Mayor Mamdani sink the luxury New York housing market?
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…
Intelligence TalksPrime Central London: The reality on the ground ahead of the Budget
With tax speculation dominating the headlines, is Prime Central London really stalling or are there opportunities for buyers? Tom Bill speaks to Stuart Bailey…
Intelligence TalksThe £30 Billion Question: What Rachel Reeves Faces Ahead of the November Budget
What’s happening behind the scenes as the Treasury and the Office for Budget Responsibility prepare for the 26 November Budget? Tom Bill is joined once again…
Intelligence TalksCarol Lewis: Headlines, Housing and Hype
Carol Lewis, Property Editor of The Times and The Sunday Times, explains how to navigate the flood of property headlines in the run-up to November’s Budget…
Intelligence TalksJames Nation: Property Taxes, Pitch-Rolling & Budget Nerves
Former No.10 policy insider James Nation joins Tom to decode the run-in to the 26 November Budget: OBR round-one forecasts, the 10-year gilt “observation…
Intelligence TalksNerves are spreading through bond and property markets ahead of November Budget
This week, head of UK residential research Tom Bill is joined by financial market analyst Michael Brown from Pepperstone to assess the state of property and…
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The UK Wealth Exodus with Leslie Macleod-Miller
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…
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Housing, Inflation, and Government Strategies
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…
- Intelligence Talks
Navigating Volatility: The Rise of Build to Rent
This week we discuss how global market volatility is reshaping investment strategies, specifically on the growing popularity of the built to rent sector…
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Half-Time Health Check: Is the UK Housing Market Set for a Smoother Ride in H2 2025?
This week, head of UK residential research Tom Bill is joined by financial market strategist Michael Brown from Pepperstone to assess the state of the UK…
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Opening the Gateway: Breaking Down Challenges in the UK Planning Landscape
This week we unpack the evolving UK planning landscape. From the implications of Gateway Two and the Building Safety Act to recent updates in the National…
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Will Britain gain from post-Trump student surge?
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…
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What’s in store for housing markets in 2025?
Housing markets around the world have faced strong headwinds since the pandemic boom period. Household finances and purchasing power fell under pressure from…
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Will 2025 be a pivotal year for UK commercial real estate?
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…
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What’s driving demand for homes in the Alps?
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…
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Inside Britain’s student housing crisis: key challenges and 2025 predictions
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%…
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Britain’s Budget pain: What it means for house prices and high streets
We take a look at the key risks facing UK housing and retail markets in the aftermath of the Autumn Budget. We focus on the threats and opportunities for both…
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How can London landlords prepare for EPC cliff edge?
You potentially won’t be able to let an office in the UK without an EPC A-B by as soon as 2030. So how can London’s office landlords prepare effectively for…
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Is Britain heading for a co-living boom?
Co-living is a small but growing trend in UK cities, driven by urbanisation, rising housing costs, and the need for community in an age of digital isolation…
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Market snapshot: Our predictions for the London office market
What is the current state of the London office market and how will the next six months pan out? Knight Frank's Head of London Research Shabab Qadar joins host…
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Labour's housing plans unpacked
Rachel Reeves used her first speech as chancellor to reverse some Conservative housing policy following a Labour landslide. But aside from bringing back local…
- Intelligence Talks
UK election special: Manifestos, markets and real estate
In this episode of 'Intelligence Talks,' host Anna Ward discusses the potential implications of Labour and Conservative election pledges on the commercial real…
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What next for London’s development market?
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…
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How can Britain scale up seniors housing delivery?
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…
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Election countdown: What’s next for UK property markets?
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…