Each Quarter Myself, Manish Kataria and Adam Lawrence pick a financial product such as Stocks, Bonds, ETF's etc. We explain reasoning for our choices and open the conversation up to the others for critique. While we are invested in these products this is not investment advice! What we talked about... Bond Investment Strategy Discussion Adam discussed his investment strategy, focusing on bonds as a hedge against potential market volatility and inflation. He highlighted the tax advantages of inves...
Jul 22, 2025•45 min
How can a £275 million property portfolio save UK taxpayers £75 million a year AND deliver stable, inflation-linked returns for investors? It’s not a hypothetical question. It's the reality of the specialist supported housing sector. In this deep-dive episode of The Rodcast, I sit down with Ben Green and Adrian D'enrico from Atrato Capital, the new investment advisors to the Social Housing REIT. They reveal the inside story of their transition from managing supermarket-backed assets to taking th...
Jun 27, 2025•49 min•Ep. 124
Is the UK High Street dead, or is it on the verge of its greatest comeback? In this episode of The Rodcast, Rod Turner sits down with a true champion of British retail, Alex Schlagman, the founder of Save The High Street & Together Futures. They dive deep into the real challenges and surprising opportunities facing our town centres today. Forget what you think you know about empty shops and the "threat" of e-commerce. Alex reveals how digital-first brands are now desperately seeking physical...
Jun 14, 2025•49 min•Ep. 123
G2M are a company acquiring and regenerating existing rental stock in established communities, they provide long-term, affordable, and decent homes for families – combining institutional capital, active asset management, and proprietary technology to drive meaningful impact across the UK. I spoke with their co founder and CEO Paul Morton on the latest episode of the Rodcast. Here is what you can expect from the episode; Paul's journey from chartered accountant to venture capital, and his evoluti...
May 29, 2025•53 min•Ep. 122
How was it possible for 1 London Local Authority to build more affordable houses than any other Council and reduce Temporary Accommodation Costs Year on year when so many other councils are unable to? I asked Darren Rodwell the ex Leader (and Mastermind) of Barking and Dagenham Council's impressive Housing record about this and more. Darren and I discussed; The breakdown of housing for communities. Why Barking and Dagenham's community had felt the extremist views of the BNP were what they needed...
Apr 23, 2025•1 hr 22 min•Ep. 121
If we build more houses will that lower prices. Is planning reform the answer? Is land banking a problem we should be concerned with? I speak to Veteran of the property industry Peter Bill to discuss peoples Perceptions of the Housing Crisis and why he feels many of these perceptions are incorrect. Peter tells us His background and extensive career in Property and Journalism. Why he feels the state cannot exert control over housing in the UK. How the price of new homes is linked to second hand h...
Apr 08, 2025•55 min•Ep. 120
Manish Kataria, Adam Lawrence and Rod Turner are back to present our quarterly investment mastermind where we each pick a financial investment and give reasons on why we are investing in this at the moment. Each of us then critiques this decision. We also explain the current market dynamics and in this episode (recorded 4th April 2025) that is centred on the Trump Tariffs which has caused a tumble in the US stock markets. Whilst we do invest in these picks THIS IS NOT INVESTMENT ADVICE and shoul...
Apr 04, 2025•44 min•Ep. 119
I am joined by Michael Keaveney the Director of Land and Development at Grainger PLC, the UK's Largest Landlord to discuss the UK's Housing Emergency. Michael is probably the most qualified person I have ever spoken to on UK Housing, and my gosh did it show! We discussed; - Michaels background and career going from a degree in Building surveying to working for project managers and private developers to his current role at Grainger PLC. - The difference between how private companies and public co...
Mar 26, 2025•35 min•Ep. 118
Unveiling the Secrets of Mortgage Pricing with Shawbrook Bank! Ever wondered how banks actually decide on those mortgage rates? 🤔 Join us for a fascinating deep dive with Daryl Norkett, Director of Real Estate Proposition at Shawbrook Bank, as we uncover the mysteries of mortgage pricing! In this episode, we explore: The inner workings of bank loan pricing: Get an insider's perspective on the factors that influence your mortgage rate. Base rate predictions: Will we see cuts this year, or will i...
Mar 06, 2025•29 min•Ep. 117
In this episode ex lawyer turned Landlord Blogger, Suzanne Smith Joins me to discuss what is really going on in the Renters Rights Bill and what else Landlords should be aware of. We discuss; Suzanne's move from being a lawyer for multinational corporations to becoming a Property Investor. Difficulties she had with lettings agents and why she set up her blog for Landlords. How Smaller Landlords can survive in the Private Rental Sector The type of mindset Landlords and Residential property Invest...
Feb 27, 2025•1 hr 12 min•Ep. 116
Jon Rose is back to discuss the unintended consequences of Rachel Reeves Budget and how this affects Property Investors. In the episode we discuss the impacts it has had on Businesses but also on individuals Pensions. We look at the pros and cons of investing into an ISA vs a Pension Wrapper and how the budget has changed these. We discuss in detail some scenarios where you may favour investing in an ISA over a Pension and vice versa. You can connect with Jon here https://suitablelife.co.uk/ As ...
Jan 28, 2025•30 min•Ep. 115
My guest today is the Brilliant Jon Rose of Suitable Life. Jon was previously on the Rodcast a few years ago discussing Financial Planning. If you have not listened to that episode please go back and listen to that first, Episode 63. In this episode we discuss how people should approach the often emotive subject of Legacy and Estate Planning with an emphasis on Property Investors. We discuss; How to approach Legacy Planning. Warren Buffets mantra of "Leave them enough to do anything but not enou...
Jan 08, 2025•58 min•Ep. 114
Manish Kataria and Adam Lawrence join me once again for our quarterly investment mastermind where we discuss what we are investing in on the Financial Markets and why. If you have not listened to one of these episodes before the idea is we each pick a stock, Bond, ETF or investment that most people have the ability to buy and explain why we think it is a good pick. We then open it up for critique from the others. We should point out that although we do invest in these, this is in no way Financia...
Dec 20, 2024•55 min•Ep. 113
I am joined by Ryan Etchells the Chief Commercial Officer at Together https://togethermoney.com/ Ryan describes his role as CCO being between the raw products (in this case pound notes) and the sales team. This is a cracking episode that has so much information for any investor wanting to understand the specialist mortgage market better, including; The mortgage market review. Production costs of credit vs costs of risks. How the way the UK lives and works determines the demand of products. How t...
Dec 17, 2024•50 min•Ep. 112
This episode is a thorough review of the UK residential property Market. We use a lot of graphs and charts so it may be better for you to watch on our youtube channel here https://www.youtube.com/@rodcastITP We show and analyse data on Rents Affordability Regional differences Room Rates House Prices Factors affecting House prices First time buyer data Wage growth Household data Inflation Lending markets Labour Markets If you would like more information on the Property Business Workshop mentioned...
Dec 05, 2024•51 min•Ep. 111
I am joined by Adam Lawrence and Manish Kataria again for our quarterly investment mastermind, where we discuss what we are investing our ISA's and Pensions into and why. This is not investment advice! We give our thoughts on the investment environment including the economy, productivity and the stockmarket. As always we each have 1 pick of a stock, ETF, Bond, REIT or other financial product that would be available to most everyday investors. We give our reasons for the pick and then open up the...
Aug 30, 2024•52 min•Ep. 110
Pieter Zitman has spent 37 years in the construction industry with the last 2 decades focusing on Affordable Housing. His developments have achieved 4 RIBA awards, 5 Evening Standard awards, The RICS award and The Royal Fine Arts Commission Trust Award. So when he suggested we discuss some of the ways that more housing can be built I jumped at the chance! In this episode we discuss; Pieter's background and how he came to specialise in Affordable Housing. What Affordable Housing is defined as. Wh...
Aug 21, 2024•53 min•Ep. 109
In this episode I was joined by Toby Wilde the Founder of Oparo www.oparo.co.uk to discuss what has become the "Wild West" industry of Supported Living. We discuss; Toby's background in property development and lettings and his motivation to be in the supported living sector. What the definition of Supported housing. Challenges of running an investment House in this sector. Using data and tech to assist with asset management and finding deals. Use classes and the planning system when it comes to...
Aug 09, 2024•55 min•Ep. 108
James Pick founder of Konnexsion www.konnexsion.com joined me for this episode to discuss how AI is being used in Property Management. We talk about communication and how important it is in property management. Different ways to communicate and to whom eg voice, SMS, Whatsapp, email etc. Audit trails Record keeping Getting all stakeholders communications recorded in a centralised place without changing their preferred method of communication. Integration and using Cloud. Asset Management Tenancy...
Jul 24, 2024•33 min•Ep. 107
Before we get started, I’m delighted to say our next Property Business Workshop on 4th July only has 10 tickets left. This time Adam Lawrence and I will be taking on: The fundamentals of property investment. Risk mitigation and control. Relevant investment metrics. Differing secured debt arrangements and loan structures – and – Scaling your property portfolio/business – why, when and how? Thursday 4th July, in a Central London location (Blackfriars). Let’s face it – there’s nothing else on that ...
Jun 14, 2024•56 min•Ep. 106
If you are interested in Supported living, Impact Investment, Private Equity, Operational Efficiencies, EBITDA, ESG, Housing Crisis then you are in for a treat. I was joined by Honor Barratt the Managing Director of Birchgrove, https://www.birchgrove.life/ a Senior Assisted Living operator that is funded by Impact Fund, Bridges https://www.bridgesfundmanagement.com/our-story/ We discuss; Honor's background in business and how she became the Managing Director of Birchgrove. Coping with changes wh...
May 24, 2024•50 min•Ep. 105
Jo Seth-Smith is the Investment Manager at Olim Property https://www.olimproperty.co.uk/index.html an FCA regulated property investment manager of UK commercial property portfolios, whose Funds Under Management total is approximately £1 billion with individual discretionary mandates for pension funds, investment trusts and Oxford colleges. Jo has a heap of experience in Commercial Property Investment starting her career at JLL, La Salle Investment Manager and then moving on to for part of the te...
May 07, 2024•54 min•Ep. 104
Our Quarterly Investment Mastermind with Manish Kataria and Adam Lawrence kicked off with a brief discussion on the performance of some of our previous investment picks and the current investment environment. We then got onto our picks for this quarter. If you haven't listened to one of these mastermind episodes before the premise is we each pick a stock, bond, ETF, REIT etc that we feel is good to invest in now and give the reasons why. The others then are given a chance to critique. Manish cho...
Apr 11, 2024•1 hr 5 min•Ep. 103
In this episode I am joined by Richard Nicholls who has a fantastic knowledge and track record in the sales market of HMO properties. We also discuss the HMO market and what HMO owners can do to maximise sale values. Selling portfolio's and large HMO to funds and what they may be looking for. However in this episode we discuss another property related business that Richard had several years ago that had disastrous outcomes for his clients, him and his family. This is a candid discussion about wh...
Apr 03, 2024•59 min•Ep. 102
In this episode I am joined by Planning Consultant Lorenzo Pandolfi from https://logic-planning.com/ to talk about the current state of the UK's Planning System. We discuss; His career and how an Italian town planner came to be in London. How Morale, Money and perspective are causing issues in the planning system. What is causing the issues with staffing in planning departments. How "Public Practice" can help the planning system. The public sectors PR department Life on the front line in Local A...
Mar 19, 2024•45 min•Ep. 101
In the last 5 years we have had Covid, Trussonomics, Market volatility, been paid to stay home, inflation and the fastest increases in mortgage rates for 100 years. So it was an absolute pleasure to have the first ever Rodcast guest back on the show to celebrate our 100th episode and hear how his fantastic property business has navigated the difficult environment. If you haven't heard the first episode then do go back and listen. (The sound quality is not good but the content of what Jason Trace...
Mar 12, 2024•57 min•Ep. 100
I was delighted to welcome back Paul Higgs to the Rodcast. Paul was last on the Rodcast in 2020 on episode 15. If you have not listened to it please give it some of your time as it discusses Paul's amazing career from being Head of Land at Barratt Homes (The UK's biggest House builder) to his own business. https://shows.acast.com/rodcast/episodes/paul-higgs-development-land-and-planning In this episode we discuss the difficulties of being a Property Developer in the UK and how to navigate the vo...
Feb 27, 2024•58 min•Ep. 99
Richard Berridge CEO of the UK Single-Family Association SFA https://uksfa.org/ has over 40 years experience in UK Residential Real Estate. We had a brilliant conversation centred on Richards passion for rental Houses We discussed; Richards Career and how he came to be CEO of UKSFA The history of Build to Rent (BTR) in the UK. The current make up of BTR in the UK Who have been investing in BTR in the past and how is that changing. How the UK compares to other markets in terms of BTR and single f...
Feb 13, 2024•52 min•Ep. 98
Adam Lawrence joins me in this episode to discuss Joint Ventures and the mistakes people make as well as due diligence and some info on M&A in SME property businesses. We will go into much more detail at our live workshop in London on 24th April. More info here https://bit.ly/propertybusinessworkshop2 Points we cover in this episode are; Joint Ventures What do you want from a business partner. Where do you need to be aligned and where does it help to be different. What happens in the event o...
Feb 02, 2024•35 min•Ep. 97
Joined again by Adam Lawrence and Manish Kataria we each pick a specific investment that anyone can do in their ISA or pension and explain the reasoning behind it. As well as our picks, we discuss; Pound cost averaging, changing a portfolio for retirement Bias to home nations How value vs growth has performed Nominal vs real numbers. How long do you hold specific investments for and what makes you make a decision to sell or not. Rod's pick is one of the Vanguard lifeStrategy funds which is 100&a...
Jan 02, 2024•38 min•Ep. 96
