The Rodcast - Property, Business, Investment

Our Quarterly Investment Mastermind with Manish Kataria and Adam Lawrence kicked off with a brief discussion on the performance of some of our previous investment picks and the current investment environment. We then got onto our picks for this quarter. If you haven't listened to one of these mastermind episodes before the premise is we each pick a stock, bond, ETF, REIT etc that we feel is good t...

In this episode I am joined by Richard Nicholls who has a fantastic knowledge and track record in the sales market of HMO properties. We also discuss the HMO market and what HMO owners can do to maximise sale values. Selling portfolio's and large HMO to funds and what they may be looking for. However in this episode we discuss another property related business that Richard had several years ago th...

In this episode I am joined by Planning Consultant Lorenzo Pandolfi from https://logic-planning.com/ to talk about the current state of the UK's Planning System. We discuss; His career and how an Italian town planner came to be in London. How Morale, Money and perspective are causing issues in the planning system. What is causing the issues with staffing in planning departments. How "Public Practi...

In the last 5 years we have had Covid, Trussonomics, Market volatility, been paid to stay home, inflation and the fastest increases in mortgage rates for 100 years. So it was an absolute pleasure to have the first ever Rodcast guest back on the show to celebrate our 100th episode and hear how his fantastic property business has navigated the difficult environment. If you haven't heard the first ep...

I was delighted to welcome back Paul Higgs to the Rodcast. Paul was last on the Rodcast in 2020 on episode 15. If you have not listened to it please give it some of your time as it discusses Paul's amazing career from being Head of Land at Barratt Homes (The UK's biggest House builder) to his own business. https://shows.acast.com/rodcast/episodes/paul-higgs-development-land-and-planning In this ep...

Richard Berridge CEO of the UK Single-Family Association SFA https://uksfa.org/ has over 40 years experience in UK Residential Real Estate. We had a brilliant conversation centred on Richards passion for rental Houses We discussed; Richards Career and how he came to be CEO of UKSFA The history of Build to Rent (BTR) in the UK. The current make up of BTR in the UK Who have been investing in BTR in...

Adam Lawrence joins me in this episode to discuss Joint Ventures and the mistakes people make as well as due diligence and some info on M&A in SME property businesses. We will go into much more detail at our live workshop in London on 24th April. More info here https://bit.ly/propertybusinessworkshop2 Points we cover in this episode are; Joint Ventures What do you want from a business partner....

Joined again by Adam Lawrence and Manish Kataria we each pick a specific investment that anyone can do in their ISA or pension and explain the reasoning behind it. As well as our picks, we discuss; Pound cost averaging, changing a portfolio for retirement Bias to home nations How value vs growth has performed Nominal vs real numbers. How long do you hold specific investments for and what makes you...

I spoke with Daryl Norkett the Head of Real Estate Proposition at Shawbrook Bank, one of the biggest Buy to Let and property investment lenders to discuss how mortgages work from the banks point of view. You can also watch this episode on our youtube channel https://youtube.com/@rodcastITP?si=MbqPWAGHJEmlvcfZ please don't forget to subscribe and hit the bell icon. This episode is vital listening f...

In this episode I run through the points of the Autumn Budget that are relevant to the Property Industry including parts that were not in Jeremy Hunts speech. Largest ever increases to minimum wage. LHA increased to 30th percentile of local rents. Freeze on how Business rates are calculated and the discount in leisure, retail and hospitality is extended. £3mil invested into pilot schemes to improv...

I was joined by Simon Das from the award winning Mortgage brokers 978 Finance to discuss the latest Property News. Simon gives us a great update on; The Buy to Let mortgage market. Commercial mortgages and where prices are at now. Development and Bridging loan market. We also discuss; The latest inflation figures and what that means. The 7th Housing Minister in the last 21 months and what it reall...

I am joined in this episode by Ian Humphreys the CEO of Brickflow. Ian explains why he, along with industry experts such as Knight Frank and PWC, came up with a white paper ( https://brickflow.com/solving-the-uk-housing-shortage ) to present the government with. He talks about what has led to the UK having a deficit of over 4.75 million Homes and possible solutions around; Planning Funding Land Su...

In this episode I give a run down of the latest Property News. I go into details of the Kings speech briefing notes on the Leasehold & Freehold Reform Bill and what each point means for property investors. Also the points raised from the Renters Reform Bill that were written about including how the government expect to carry these out and what they mean in reality. I also talk about the latest...

I am joined again by Manish Kataria and Adam Lawrence to do our quarterly Investment Mastermind. These episodes are a bit of fun where we each pick one investment such as an ETF, Stock, Bond or REIT and explain our reasoning. Pretty much all of our picks can be invested in via an ISA or Pension wrapper but these episode are NOT INVESTMENT ADVICE. We start the episode by giving a roundup of the inv...

I am joined in this episode by Anna Clare Harper. Anna's career has focused on strategic residential investments throughout regulatory and market changes which made me very eager to speak to her about the Governments recent scrapping of EPC targets and what that means for property investors. We discuss; How EPC targets align with the two main Policy trends which are cross party agreement on making...

Building a short term rental portfolio of 6000 units accross 7 countries in a short space of time is an incredible achievement! And this is one of the incredible feats my guest on the latest rodcast episode being released tomorrow has done. Alexander Limpert Co founder and CEO of GuestReady tells us about; How he identified the short term rental industry as one he wanted to be in. What m...

In this episode I am joined by James Nevin the CEO of Blue engineering https://blueengineering.co.uk/ and Re Structured https://re-structured.com/ to discuss the importance of structural design on projects. We discuss; James' background. The concept behind Re structured. Traps that SME developers get caught in when choosing a structural engineer. What developers should consider before they go ahea...

Manish Kataria and Adam Lawrence join me once again to discuss our latest quarterly investment picks. If this is your first time listening to the Quarterly Investment Mastermind we each pick a stock, Bond, ETF or any other investment asset class and explain our reasoning and then open it up for comments to the others. In this episode we discuss what has happened in Asset Classes for the first half...

In this episode Adam and I discuss; The latest Inflation Print. The Bank of Englands Response. What are the tools that the Bank of England has at its disposal to reduce Inflation. Demand vs Supply Inflation Issues. What this means for Property Investors. Some traps that Property Investors should be concerned about. And much more If you are interested in The 7 day Property Business retreat that Ada...

I was fortunate to get to speak with Matt Haycox who has a fascinating story of building an empire only to lose it all and having to start over. In the episode we discuss; How he got into business. What motivated him. Some of the businesses he built. His Ventures into the leisure industry. His Debt fuelled expansion. The fallout from Bankruptcy. How he started again and went into the industry that...

Myself and Tony Houlihan delve into the detail behind the latest property news headlines to make sense of the stories. In this episode we discuss details on ; The Renters Reform Bill Purple Bricks bought out for £1. 100% Mortgages are back. £250 million Investment into Stockport City Centre. If you are interested in attending this years Property Business Retreat please email rod@incomethroughprope...

I spoke to Jason Harris-Cohen to understand what's involved in scaling a Property Cash Buying Business. It really was a fascinating discussion hearing about Jason's career and how he started and scaled Open Property Group https://www.openpropertygroup.com/ Jason clearly understands every aspect of his industry and how to optimise his business. We discussed everything from; - Raising finance - What...

I was joined by David Sandeman who really does know it all when it comes to property auctions in the UK. He tells us; The background to setting up his business 33 years ago Essential Information Group which is a comprehensive data and reporting system for UK property auctions. It has data on over 800,000 auction lots with 35,000 added each year. Why auctions are a useful precursor to what happens...

Raj Sharma joins me on this episode to discuss the latest Property News. In the episode we discuss; The latest news on Holiday Lets and will they have their own planning use class. Is Commercial Real Estate the most at risk sector with fall out from the Banking Crisis in the USA. The latest stats on MEES and energy performance of Commercial Real Estate. Quality of Housing and what locations have t...

*THIS IS NOT INVESTMENT ADVICE* I am joined once again by Adam Lawrence and Manish Kataria to give a a thorough breakdown of the investment landscape and pick our investments for this quarter. Each quarter we each pick a retail investment such as a stock, ETF, Bond or anything else that is fairly easy for most people to buy as well as being hands off. We start the discussion with a breakdown of th...