The Return: Property & Investment Podcast

152 Episodes

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Is Affordable Housing the star of the real estate investment landscape now?

2026-07-0220:32

Send us a Text £39 billion is going into UK affordable housing. Sounds like a lot. But in practice, the estimated need is 145,000 affordable homes per year. This programme could deliver 30,000. That gap is the opportunity for investors. The default structure of investments has changed. It’s no longer just: → debt + government grant It’s now: → debt + equity + grant Private capital isn’t optional. It’s essential. In our latest podcast episode, we cover: Who is positioned to deliver at scaleThe...

Is Purpose Built Student Accommodation still worth it?

2026-06-0422:52

Send us a Text The share price of the biggest student accommodation provider fell 43% in 12 months - suggesting that confidence in the sector is starting to crack. But in the same period, £4.3 billion was invested into UK Purpose-Built Student Accommodation. So which number is telling the truth? Anna Clare Harper, Director at residential investment manager Pinnacle Investments (part of Hyde, one of the UK's largest Housing Associations with 125,000 homes), and John German, Head of Living S...

Is Build to Rent dead?

2026-05-0733:12

Send us a Text Build-to-Rent was meant to fix Britain’s housing crisis. Then everything changed: Interest rates rose.Build costs jumped.New regulations hit.And suddenly, the pipeline slowed. That’s when Single-Family Housing stepped in. In just 3 years, investment grew from £544M to £3.17B. So what’s really happening here? A long-term shift… or investors chasing the next shiny trend? If you’re investing in UK residential, you’re probably flooded with data. What’s harder to find is clear think...

Quick Update

2026-04-0903:23

Send us a Text The Return - Format Update A quick note from Anna on what is changing and why. After putting a question out to listeners on LinkedIn, a few clear themes came back - so we’re making changes. From next month, The Return becomes a monthly, research-led series. Each episode will distill the key insights around a sector, strategy or market shift - anchored in reports and data from leading advisers - and unpacked in terms of what it actually means for investors. Anna is a...

From £310k Bingo Hall to £2.3M Homes

2026-03-2621:24

Send us a Text Most property developments run late, over budget, or both. Not because developers are lazy. Because they’re running projects without systems. Anjuim Moied approached development differently. Before property, he ran businesses. So when he started developing sites, he treated them the same way: With systems. → A clearly mapped critical path → Project management databases → Software tracking every pound spent in real time Then he bought a derelict bingo hall in Woolston (South...

#box-pro-ellipsis-179318652562463{-webkit-line-clamp:2;}The Return: Property & Investment Podcast

The Return: Property & Investment Podcast