Propcast

2023 is set to become one of the most turbulent years for real estate since the global financial crisis. To help you understand the changing industry context, Montfort’s Andrew Teacher and Alexander Peace have surveyed the real estate landscape and identified 10 core trends in Hitting Reset: Real Estate Themes for the Next Cycle. Download the report here: https://lnkd.in/eayPfpCu. In this first of three propcasts they discuss chapters one to three, covering the financial aspects of how values, sectors and strategies are evolving.

Assura’s CEO Jonathan Murphy returns to PropCast for a second time. The CEO of the FTSE 250-listed REIT, which develops, invests in, and manages a portfolio of primary healthcare facilities across the UK, discusses the role of the private sector in supporting the NHS, the inflation-hedging nature of healthcare property, and the importance of retrofitting in keeping buildings sustainable.

Doug Jamieson, senior managing director at Savills in New York – and co-product manager of the firm’s portfolio analytics and visualisation platform Knowledge Cubed – joins Montfort’s Andrew Teacher to discuss the changing nature of the office market in the Big Apple and beyond, the greater need for data in the changing world of work, and why the real estate industry shouldn’t fear AI.

Leeds City Council’s chief executive Tom Riordan speaks to Andrew Teacher about his 13-year tenure working to harness investment, unlocking thousands of new homes, and reversing regional brain drain. Railing against the “debating society” culture of national politics and the failure to invest in regional transport, he hails Leeds’ success attracting major new occupiers and its future as the country’s health-tech capital. Just don’t mention the football.

Colin Godfrey, chief executive of FTSE 250 Tritax Big Box REIT and chief executive of fund management at Tritax Group discusses how the company’s focus on people, platform, pipeline and performance has propelled returns for investors as it nears the ten-year anniversary since Big Box was listed. Speaking with Montfort Real Estate’s managing director Andrew Teacher, Godfrey heralded a new age of logistics that is prioritising decarbonisation and ensuring that occupiers benefit from intelligent buildings that help them retain staff and drive productivity in a climate where the war for talent is raging harder than ever.

Clustering, co-locations and a laser-like focus on customers are some of the things that British Land’s boss believes will drive value as it broadens its campus strategy to include life sciences, logistics and housing. Chief executive Simon Carter speaks to Andrew Teacher, formerly the founder of Blackstock Consulting and now managing director at Montfort Real Estate after its merger last year, in an unscripted, hard-hitting and wide-ranging conversation. The pair cover everything from British Land’s 40-year tenure at Regent’s Place, the renaissance of retail parks and the rise of life sciences; through to its campaigning work improving child literacy.

Ibrahim Ibrahim of Portland Design, Radius Tech’s Burak Capli, and The Good Economy’s Vivienne King join Andrew Teacher to discuss the future of retail shopping. All three guests have contributed to Ibrahim’s new book, Future-Ready Retail, which explains how to make retail spaces smarter going into the future.

Aviva Investors’ real assets boss Ben Sanderson sits down with Andrew Teacher from Montfort Real Estate to discuss where the sector is headed amidst a challenging economic climate.

Geeta Nanda OBE, chief executive of Metropolitan Thames Valley Housing (MTVH), one of the country’s largest housing associations, speaks to Andrew Teacher about how a greater focus on housing can be a vote winner, help ease pressure on public services, and support some of the country’s most vulnerable people during an ongoing cost of living crisis.

Group director of development and sales at one of the UK’s largest housing associations, L&Q’s Vicky Savage, tells Andrew Teacher about the non-profit's role beyond delivering housing and how the industry can improve to better serve its employees and customers.

Global head of ESG at Fiera Real Estate, Jessica Pilz, sits down with Andrew Teacher for a wide-ranging discussion on the responsibilities for investors, asset managers, owners and operators, and the government in creating the conditions for net zero in the built environment.

Jessica Hardman, head of European real estate portfolio management and UK real estate group at DWS, speaks to Montfort Real Estate’s Andrew Teacher about the asset manager’s confidence in UK living sectors as an investment class, reflects on lessons from the Great Financial Crisis, and adds nuance to the refurb versus rebuild debate.

Socius director Olaide Oboh and Savills Earth’s new director of social value Wesley Ankrah tell Montfort Real Estate’s Andrew Teacher that developers could play a critical role in supporting culture and youth development.

Russell Pedley, co-founder and director of Assael Architecture; Mark Davy, who founded the culture and placemaking consultancy Futurecity; and Marcus Foley, the founder of the international advertising consultancy Tommy, join Andrew Teacher to discuss the role and potential impact of culture in build-to-rent (BTR) developments.

Troy Harvey, CEO of software firm PassiveLogic discusses how building automation can help the architectural and construction industries design and engineer next-generation buildings.

The head of proptech for JLL in the Asia-Pacific region, Jordan Kostelac, speaks to Andrew Teacher about the area’s unique lessons for real estate and why we’re aiming at the wrong targets when it comes to moderninising the sector.

Toby Courtauld chats with Andrew Teacher, reflecting on 20 years at the helm of one of London’s largest office landlords, GPE, and what the next decade might bring for the real estate sector.

Andrew Teacher is joined by David Green-Morgan, global head of real assets research at MSCI, to discuss the similarities and differences between real estate markets in the UK and Asia-Pacific – and the importance of data in understanding them.

Having acquired Harwell in 2020 and Arlington in 2021, Brookfield is building a Europe-wide network of innovation clusters catering to emerging technologies in life sciences, energy, quantum computing and space. With decades of experience leading Blackstone’s global expansion, ARC boss Stuart Grant joins Andrew Teacher with Dr Barbara Ghinelli, chief scientific advisor at ARC and director of innovation at UKRI-STFC to explain why there’s no limit to the group’s ambitions.

In this special 150th edition of PropCast, Montfort’s Andrew Teacher talks current market uncertainties with real estate industry heavyweights Lorna Brown, formerly of RBS, Blackstone and Delancey and now founder at Birchwood Real Estate Capital, Bill Hughes, Global Head of Real Assets at L&G and Property Industry Alliance Chairman, and Ian Marcus OBE, senior advisor at Eastdil, former British Property Federation president, board advisor to multiple listed firms and former trustee of the Prince’s Foundation.