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Intelligence Talks

Knight Frank
UK Housing Market
Knight Frank
London
Interest Rates
Labour Party
UK Student Accommodation Sector
UK Budget
International Students
UK Living Sectors
Integrated Retirement Communities
Residential Development
Inflation
Bank Of England
London Office Market
Housing Market
Mortgage Rates
Housing Crisis
New York
Public Finances
Mansion Tax

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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PublishesWeeklyEpisodes152Founded6 years ago
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Latest Episodes

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 time when political uncertainty and market volatility have become part of everyday life. With... more

Real estate capital is increasingly targeting energy infrastructure, but why now, and what does it mean for traditional investors? 

In this episode, Will Matthews is joined by Nik Potter, Associate in Knight Frank's Capital Markets Insight team, and... more

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 i... more

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 w... more

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Recent Guests

Anthony Payne
CEO and co-founder of LonRes, LonRes data platform
LonRes
Episode: The Rise of the Domestic Buyer: Prime Central London Comes Full Circle
Seb Jones
Senior Analyst in the Modelling and Intelligence Team; head of Knight Frank's Design System for Data Visualisation
Knight Frank
Episode: The hidden language of charts
Helen Thomas
CEO of Macroeconomic and Political Consultancy, Blonde Money
Blonde Money
Episode: Burnham, bonds and the mortgage squeeze
Peter Murray
Co-founder of New London Architecture; author and former design advisor to London mayors
New London Architecture
Episode: City Hall Has Lost Its Grip on Housing: London Mayoral Candidate Peter Murray
Oliver Knight
Head of Residential Development Research at Knight Frank
Knight Frank
Episode: Where next for Multifamily?
Adam Burney
Head of Built Rent and PBSA at Legal & General Investment Management
LGIM
Episode: Where next for Multifamily?
Jennifer Townsend
Partner in Occupier Insight team
Knight Frank
Episode: Reading the signals of science and innovation demand in real estate
Louisa Sedgwick
Managing Director of Mortgages at Paragon Bank
Paragon Bank
Episode: Renters’ Rights Act: The End of the Hobbyist Landlord?
Shabab Qadar
Partner in the London Insight team
Knight Frank
Episode: Keep calm and carry on: London's lessons for surviving real estate cycles

Hosts

Tom Bill
Host focused on housing markets and policy implications; long-standing representation of Knight Frank's residential research
Katie O'Neill
Host guiding Intelligence Talks with emphasis on data and insights
Will Matthews
Host of Commercially Minded; leads discussions on investment and real estate finance topics

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The Rise of the Domestic Buyer: Prime Central London Comes Full Circle
Q: And without wanting to overplay the negatives, what's your honest take coming through based on the data of where the market is at the moment, perhaps compared to recent history?
Prices have been on a downward trajectory with uneven performance across submarkets, but there are still opportunities in certain segments and locations, particularly where buyers are motivated by value and genuine home ownership, rather than speculative gains.
The Rise of the Domestic Buyer: Prime Central London Comes Full Circle
Q: And if we were to bring it up to date, since the middle of about 2015, obviously things have been on a more of a downwards trajectory. What's your take on where the market stands today?
The market is adjusting with a mix of price discipline and selective buying, with prime central London showing resilience in pockets and a shift toward more domestic buyers who are pricing in a new normal rather than chasing international investment.”
City Hall Has Lost Its Grip on Housing: London Mayoral Candidate Peter Murray
Q: What would your priority list look like once in City Hall?
The priorities center on delivering tangible housing and infrastructure quickly, simplifying planning processes, empowering small developers, and improving streets, transport, and overall urban vitality while maintaining high design standards.
City Hall Has Lost Its Grip on Housing: London Mayoral Candidate Peter Murray
Q: What motivated you to enter the political arena and run for London mayor?
Peter Murray explains the fragmentation in UK politics and a perceived opportunity for independents to influence the conversation, using the mayoral platform to push his housing and urban design agenda forward.
Middle East Ceasefire to Boost Buyer Sentiment more than Mortgage Market
Q: Could you share some of your experience through whatever you've seen over the years in the world of housing, especially in relation to negotiating tactics we've seen in politics versus real estate?
The fundamental difference is that business is about tangible results you can see and measure, whereas politics is more about influence and perception; this makes policy outcomes harder to predict but explains why investors rely on disciplined frameworks and transparent data to navigate the uncertainty.

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Frequently Asked Questions About Intelligence Talks

What is Intelligence Talks about and what kind of topics does it cover?

Industry-focused discussions exploring property market trends, housing policy, and macro headwinds, with a strong emphasis on London's dynamics and broader real estate implications. Episodes frequently pair market-sense with policy context, covering topics such as mortgage rates, the impact of energy shocks and geopolitics on housing sentiment, ESG considerations in real estate, and the evolving balance between domestic and international demand. A distinguishing trait is the integration of data storytelling, macroeconomics, and on-the-ground market analysis, often featuring senior Knight Frank researchers, developers, lenders, and policy-minded guests. This mix makes it valuable for listeners who want practical takeaways for investment, dev... more

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1. The Bottom Line
2. The Daily T
3. The Rest Is Money
4. Coffee House Shots
5. Good Bad Billionaire

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Intelligence Talks launched 6 years ago and published 152 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Intelligence Talks?

Recent guests on Intelligence Talks include:

1. Anthony Payne
2. Seb Jones
3. Helen Thomas
4. Peter Murray
5. Oliver Knight
6. Adam Burney
7. Jennifer Townsend
8. Louisa Sedgwick

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