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PropCast

PropCast: The Property Podcastlauderteacher.com
PropCast is a property podcast produced by Lauder Teacher. PropCast covers issues across the whole of the real estate market; from finance and funding through to development and construction.
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Episodes

#185: Boreal founder bullish on future prospects of European logistics

Louis-Simon Ferland, founder and CEO of pan-European real estate investment manager Boreal IM, speaks to Montfort’s Andrew Teacher to discuss the opportunities in logistics, the challenges of starting a business, and why ESG isn’t just a nice-to-have but plain business sense.

Dec 07, 202345 min

#184: Cities need to balance carrot and stick policies to encourage development, says ULI chief exec

Lisette van Doorn, chief executive of the Urban Land Institute – the oldest and largest network of real estate and land use experts in the world – speaks to Montfort’s Andrew Teacher about how real estate has become increasingly globalised, the importance of taking an interdisciplinary approach, and the organisation’s pioneering work supporting career development in schools.

Nov 07, 202330 min

#176: Hotels sector is proving robust despite headwinds, say hospitality experts

Joining Montfort’s Andrew Teacher, three hospitality experts – Jackie Newstead, real estate partner at law firm Hogan Lovells, Derek Griffin, FTSE 100-listed Whitbread’s head of acquisitions, and Richard Servidei, co-founder of alternative property consultancy firm AREA – offer their perspectives on the challenges facing the sector, and where some of the best opportunities currently lie.

Aug 18, 202339 min

#171: Hitting Reset: Real Estate Trends Report 2/3 - Looking outside of traditional sectors

As the challenges of 2023 impact on real estate investment, 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 the second of a trilogy of propcasts, the pair discuss chapters four to six which focus on where investors are looking outside of the traditional sectors as 2023 continues to challenge investment strategies.

Jul 19, 202320 min

#170: CEO of Oxford University Developments says flexible real estate is key to fostering innovation

Andrew Teacher speaks to Anna Strongman, CEO of Oxford University Development (OUD), a joint venture between Legal & General and Oxford University. OUD is bringing forward seven research and residential development sites in Oxford, a city at the beating heart of Britain’s knowledge economy. Strongman discusses the challenges and opportunities that come with bringing so many different development sites to Oxford, navigating the push and pull of the city’s different needs and demands.

Jul 13, 202338 min

#169: Hitting Reset: Real Estate Trends Report 1/3 - How values, sectors and strategies are evolving

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, s...

Jul 11, 202328 min

#168: Public-private partnerships will be key to reviving the NHS, argues Assura CEO Jonathan Murphy

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.

Jul 04, 202331 min

#167: “AI won’t take your job. Somebody using AI might,” says manager of Savills' analytics platform

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.

Jun 30, 202332 min

#166: “Certainty is key in attracting investment” – Leeds council boss hails city’s success

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.

Jun 12, 202338 min

#165: Tritax boss celebrates first ten years of BBOX growth

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 bu...

Apr 11, 202335 min

#164: British Land CEO heralds asset management “engine” driving value through conviction bets

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 L...

Mar 30, 202343 min

#163: Retail experts say a revitalised sector will reduce social inequality

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.

Mar 24, 202346 min

#158: Residential real estate will recover quickest from a downturn, DWS tells PropCast

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.

Feb 24, 202335 min
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