Intelligence Talks

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 Housing Unpacked, Tom Bill speaks with Anthony Payne, CEO and co-founder of LonRes, to examine what’s happening at the top end of London’s residential market. They discuss what LonRes data reveals about prices and transaction volumes across different markets and price points in the capital, the extent to which super-prime deals are still taking place and the rising number of fall-throughs. The conversation also explores whether the market is nearing a turning point or settling into a prolonged period of more muted growth and the one thing Anthony believes is needed to boost demand – and it’s not a stamp duty cut.

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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.

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Produced by ⁠⁠Rethink Audio⁠⁠.
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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 between government policy and bond markets, and what it means for mortgages and property prices. With inflation risks building from energy disruption and markets wary of looser fiscal policy, they explore why mortgage rates may stay higher for longer and what a potential leadership change - or even an early election - could mean for the housing market. Against such a fast-moving backdrop, they explore the merits of fixing a mortgage for two or five years.

⁠Subscribe⁠⁠ ⁠to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.
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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.
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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. She asks; how are investors navigating the current investment landscape? What’s really happening with rental growth, and what does it mean for future development? And importantly, where next? Hosted on Acast. See acast.com/privacy for more information.