The Rodcast - Property, Business, Investment
107 episodes - English - Latest episode: 23 days ago -An exploration into real estate businesses and asset backed investments.
Rod talks to property developers, investors, business owners and professionals about the nitty gritty details involved in making their businesses move in the right direction.
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Episodes
Private Equity in Asset Backed Businesses - Ben Puddle
September 22, 2021 03:50 - 52 minutes - 48.2 MBIt is businesses like T & B Capital that were the inspiration behind me creating The Rodcast and I have been trying to pin down co founder Ben puddle for some time. I was hugely excited when he said he may have some time once they had confirmed the sale of one of their businesses - Aria Resorts which merged this year for £600 million with Away resorts. Not bad for 4 years work and they look set to complete on £1 Billion of transactions by year end. In this episode Ben explains; The backgro...
Supply Chain issues - Transper (Nisha Singh)
September 07, 2021 03:00 - 32 minutes - 29.9 MBIf you have been involved in Development then chances are you have experienced one or more of these issues; Main contractors going bust on a job. Sub contractors not being paid on time. Contractors having cash flow problems. Developer not having evidence of what works sub contractors have been paid for. Lenders not being happy with your choice of contractor due to their balance sheet or credit file. Contractors and sub contractors not being able to win tenders due to their balance shee...
Healthcare Sector - Julian Evans
August 23, 2021 03:00 - 47 minutes - 43.6 MBJulian Evans is a Proprietary Partner & Head of Healthcare at Knight Frank. Since 1994, Julian has concentrated on the valuation, acquisition and disposal of trading businesses. As of 2000 he then specialised in healthcare consultancy (C2/D1 use property), now annually advising on approximately £12 billion of healthcare property. Within the last 2 years his team has won 21/23 major pitches. Julian’s experience has primarily concerned acting for corporate & private operators, banks, institut...
Importance of Forecasting - Adam Lawrence
July 27, 2021 03:03 - 52 minutes - 48.4 MBHave you heard people say things like "no one has a crystal ball" when it comes to what is going to happen in the market.... Well duh but as investors it is your job to forecast this as investing is about future income from the assets we invest in. I welcomed back Adam Lawrence back to the show to discuss just how important forecasting is. Not only has Adam bought over 400 properties in the last decade but he has a background in wealth management as well as being a fantastically educated ...
Real Estate Startup to 15,000 Employees - Barak Zimerman (Reef Technology)
July 02, 2021 03:00 - 36 minutes - 66.4 MBIn this episode, we are joined by Barak Zimerman, the Managing Director of UK & Europe for REEF Technology. The REEF Platform enables the real estate to be tailored to meet the diverse needs of the surrounding neighborhood. They have built a foundation on top of the traditional parking infrastructure allowing them to get essential products and services closer to the customer than ever before. Barak joined the startup 6 years ago and now the business is a Global Giant with 15,000 employees as...
Building a Leisure Business to 500 employees - James Sinclair
June 22, 2021 03:30 - 40 minutes - 74.2 MBIn this episode, we are joined by James Sinclair, the Founder, and CEO Of The Partyman Group of Companies. James started his career entertaining as ‘Jimbo the Partyman’ when he was 15, built up an entertainment agency, then moved into acquiring his first soft play venue, laser arenas, day nursery, and outdoor venues. James also shares his story towards success, the challenges and risks one will encounter in growing both an investment and trading business. Today James operates a business tha...
Interest Rate Rises, When, Why, How and What does it mean for you - Daryl Norkett
May 25, 2021 15:59 - 49 minutes - 91.3 MBWith all the talk of inflation recently we thought it would be sensible to delve into the mechanics of interest rates and why and how they may increase, when that may happen and what that can mean for different assets as well as investors and developers. Who better to Join us for this than Daryl Norkett. Daryl is a Director of Lendwell and has had a long career in banking with Barclays and Shawbrook and is a wealth of knowledge on all things Lending. In this episode we discuss; With infl...
Impact Investing - Connell Grogan
April 06, 2021 02:30 - 36 minutes - 66.4 MBIn this episode I have the pleasure of speaking to Connell Grogan, the portfolio manager for Resonance. Resonance is an Impact investment company that works with social enterprises and charities to help them raise capital from like minded investors. They also create and manage award winning investment funds such as their Homelessness fund which has over £250million under management and houses over 2500 homeless people. Their funds deliver a financial return as well as a targeted social impac...
Universal Credit & Tenancy Issues - Julie Ford
March 23, 2021 04:08 - 35 minutes - 65.8 MBDespite its controversy, Universal credit is of big help to those who lost their jobs because of the pandemic, those who have low income and for those who are unable to pay rent in full. Tenants are one of those greatly affected by the pandemic and the need for universal credit is a reality, but even before the pandemic started, Landlords were already struggling with the system of Universal credit. Julie Ford, the founder of Gothard Rowe Landlord Services, has 25 years working in property m...
Financing Developments with Ian Humphreys - Brickflow
March 16, 2021 02:24 - 42 minutes - 77.3 MBFinancing Developments is a key part of the deal. However, it takes a lot of time to find good lenders since each lender has different policies and parameters as to what they can lend and under what terms. In this episode, we will be joined by Ian Humphreys, co-founder, and head of Brickflow ―the very first online search engine for development finance in the UK. Ian will highlight the importance of having Brickflow to make the financing experience better and efficient through connecting bor...
Macro Economic Factors with Adam Lawrence
March 02, 2021 06:02 - 58 minutes - 108 MBAdam Lawrence joins me again in this episode to discus the Macro Factors affecting the economy, different markets and of course what that means for property investments. Adam tells his story in episode 14 so make sure you have listened to that episode. We look back over the past 12 months and what we discussed previously in episode 23 at the start of the pandemic as well as looking forward and discuss; Sdlt extention. What's made his mind change in terms of an inflation outlook. QE a...
Utilising VAT in Property Investment & Development - Jane Deeks
February 16, 2021 02:05 - 42 minutes - 77.3 MBWhen investing and developing real estate of any kind, it is crucial to consider VAT. VAT can make significant differences to your net returns which is why we need to be educated and knowledgeable about it. In this episode, Jane Deeks, a VAT specialist from Bell Howley shares her expertise on VAT, its downside and even benefits. Jane will also share the benefits of VAT groups for specific property related activities and goes into detail using case studies of where property investment and ...
Auction Preview February 2021
February 02, 2021 00:01 - 1 hour - 108 MBIn this episode I am joined again by Ranjan Bhattacharya, Piotr Rusinek and Jay Howard to discuss a few of the properties on offer in the upcoming February auctions. Please click on the below links to see the properties we discuss and which auctions you can bid for them in. Lots and the opportunities and risks we discuss; HSBC Sudbury How and why tired commercial landlords are starting to sell stock and the opportunities that presents. South Kensington short lease Short lease properti...
Prime Central London Market Analysis - Fraser Slater
January 09, 2021 07:21 - 42 minutes - 59 MBFraser Slater has 25 years experience as a Real estate analyst, Fund manager, Developer and Buying Agent in Prime Central London Market. He is the former founder and CEO of one of Europes best performing Hedge funds in the great financial crisis, WDB Capital. He is now the Chief executive of Ludgrove Property a research firm for buyers in the Prime Central London Property market (PCL) providing research for UNW and institutions. Ludgroves research on The PCL market really does blow all o...
40 years of Estate Agency to Founding Viewber - Ed Mead
December 18, 2020 19:36 - 29 minutes - 40.9 MBEd Mead has spent 40 years working in the London Property market in Estate Agencies as well as being a prolific commentator on all things property with regular columns in The Telegraph, Sunday Times and Property Industry Eye as well as TV shows on the BBC. In 2016 he left Douglas and Gordon as Executive Director having helped grow the company considerably, to co found an outsourced viewing service - Viewber. In this episode we discuss; How scaling a Prop Tech company differed from scaling...
Auction Review December 2020
December 01, 2020 21:32 - 1 hour - 120 MBIn this December Auction Review I am once again joined by Piotr Rusinek, Jay Howard and Ranjan Bhattacharya to look at 8 upcoming lots in the December 2020 Auctions and delve into how we would approach these opportunities, The Due Diligence we would perform, What traps we feel may lay ahead for potential buyers, What opportunities specific lots bring with them. This episode is jam packed full of really helpful tips when buying at auction so grap a pen and jot down some notes and follow ...
Allen Chiltern - Institutional Residential Investment
November 24, 2020 19:46 - 54 minutes - 75.2 MBIn this episode I was joined by Allen Chiltern. As Head of Fund Capital Markets at Patrizia, a global real assets manager with over £47 billion of real estate globally. Allen is responsible for all discretionary and non-discretionary funds. Allen and his international team ensures each fund is fit for purpose including strategy, regulation and marketing plan for each region around the world. In this episode we discuss the path Allen took to get to this position at one of the biggest Real...
Esports- The answer to Commercial Property' Problems- Andy Fahey
November 13, 2020 16:34 - 40 minutes - 56.1 MBIn this episode I am joined by Andy Fahey, PWC's Global Esports leader. Andy offers some brilliant insight into the fast growing world of Gaming and Esports and what this means for the UKs commercial property sector. With all the negative media attention that leisure property and the high street are getting this really is a fascinating discussion about some of the opportunities for real estate owners and operators to work with this exciting growing industry. In this episode we discuss; Wh...
Building £120MIL Portfolio, Losing it all then Bouncing Back - Paul Roshan
October 31, 2020 15:55 - 40 minutes - 56.2 MBPaul Roshan has developed over £200million of prime London residential property. He tells a cautionary tale of how he lost a £120million prime London portfolio in 2008 and the struggles involved in getting over it. An inspirational story from someone who has learnt the hard way and battled their way through the tough times to get back to success. In the episode we discuss; How he started in property flipping flats in South West London. Why he scaled up into the high value prime London...
Paul Roshan
October 31, 2020 15:55 - 40 minutes - 56.2 MBPaul Roshan has developed over £200million of prime London residential property. He tells a cautionary tale of how he lost a £120million prime London portfolio in 2008 and the struggles involved in getting over it. An inspirational story from someone who has learnt the hard way and battled their way through the tough times to get back to success. In the episode we discuss; How he started in property flipping flats in South West London. Why he scaled up into the high value prime London...
Alex Cadwallader - Insolvency
October 27, 2020 18:33 - 41 minutes - 56.4 MBAlex Cadwallader is a director at Leonard Curtis business solutions. A company specialising in insolvency advice, finance raising, administration, CVA, distressed real estate portfolios and addressing fractured lending facilities, as well as providing directors of struggling businesses with positive strategic advice. Alex is incredibly knowledgable on a wide range of business subjects and really drove home the point that as business owners we can often benefit from an outside perspective...
Auction Special October 2020
October 23, 2020 13:34 - 1 hour - 110 MBI am once again joined by the auction specialists; Jay Howard, Piotr Rusineck and Ranjan Bhattacharya to discuss 8 lots coming up for auction. We discuss what we like about the lots as well as what we don't like including traps or potential investment uplifts we feel may be available to potential buyers. Some of the points we discuss in relation to the below lots are; Commercial to residential developments Shopping Centres Rent Charges Permitted Development Opportunities. Adding additi...
Incorporating into a Group structure Case Study
October 11, 2020 07:00 - 29 minutes - 41.2 MBI am joined once again by the fantastic team at Bell Howley Perrotton, Simon Howley, Amanda Perrotton and Andrew Thornhill QC, to go through a warts and all case study involving the incorporation of an existing property business into a small group structure. There are so many interesting points in this case study including; Creating new titles in a development and when you may want to consider it. What happens when you exchange on a purchase half way through incorporation. Options in te...
Is Retail Really Dead - Leanne Catterall MRICS
August 06, 2020 21:25 - 50 minutes - 69.8 MBIn this Episode I am joined by Retail Asset Manager and Founder of the Podcast "Retail is Dead", Leanne Catterall, to discuss what is the current state of play in the retail property sector. Leanne is a qualified commercial surveyor and has worked with some of the biggest UK Landowners as an Asset Manager specialising in Retail and Leisure We discuss; The broad range of retail property. How Brand and customers loyalty is more important than ever for retailers. Some examples of retailers...
Guy Harrington - Scaling a Lending Business
July 06, 2020 15:06 - 49 minutes - 68.3 MBAfter developing £100 million of Central London real estate, Guy Harrington decided to start a new lending Business (Glenhawk) having been frustrated with many of the traditional bridging lenders. In Just 2 years Glenhawk has managed to grow into a hugely successful company having secured funding lines from the likes of Shawbrook Bank and JP Morgan as well as getting registered with the FCA. In this episode we discuss; What made Guy pivot from Developing to starting Glenhawk. What were s...
Tax for Property Investment and Trading - Andrew Thornhill QC and Simon Howley
May 17, 2020 17:55 - 55 minutes - 56.8 MBI am once again joined for our Tax series by Simon Howley and Andrew Thornhill QC as we discuss Tax issues for Property Investment and Trading. As always the sheer volume of useful information that Simon and Andrew provide is sensational. Some of the discussion points we include in this episode are; Traps for people setting up spvs and selling the spv. Benefits and disadvantages of company ownership or personal ownership. What happens if you have a trading company with property in as tra...
Manish Kataria - Economic & House Price Outlook
May 15, 2020 17:53 - 56 minutes - 61.7 MBThere is always the danger that you can talk for hours to Manish Kataria as what he has to say is so interesting and this time was no different. In this episode we look at what could be in store for UK House Prices and some of the reasons why. Some of the things we discuss are; Disposable incomes Relationship between House Prices and the stock markets. Metrics to measure the economy and what they looked like going into the Covid 19 crisis. Is looking at the discounted future free cash ...
Trusts
May 08, 2020 18:28 - 53 minutes - 54 MBI am joined again by the Tax specialists Simon Howley and Andrew Thornhill QC, this time to answer my many Questions on Trusts; What are the most common forms of Trusts. What are the tax implications to capital gains on the setting up of different types of Trusts? How do different taxes such as CGT IHT and Income tax differ between different types of Trusts? What are the ongoing costs of different types of Trusts? How might the structure of ones property business affect which type of Tr...
Auction Preview May 2020
May 04, 2020 12:44 - 1 hour - 84.6 MBIt has been far too long since our last Auction Preview. As always I am joined by Action specialists Piotr Rusinek & Jay Howard as well as the formidable Ranjan Bhattacharya If this is your first time listening to our Auction Preview we each pick 2 lots from the upcoming Auctions and discuss the opportunities and risks associated with each one. It is a bit of fun and we hope you get some insight into how we look at potential investments in the auctions. Some of the lots we discuss includ...
Commercial Tenancy Issues & The Coronavirus Act
May 03, 2020 11:52 - 45 minutes - 46.4 MBI was fortunate enough to discuss Commercial Tenancy issues in light of the Coronavirus Act 2020 with not one, not two but three exceptional solicitors in this episode of the Rodcast. Amanda Perretton, Sandra Rankine and Edward Jones have over 70 years combined experience in commercial property. Not only do they act for the Landlord but also for occupiers in all things related to the tenancy as well as litigation, so I knew it would be an invaluable opportunity to discuss, in a very frank a...
Paul Shamplina - Landlord Action
May 02, 2020 08:08 - 1 hour - 67.7 MBPaul Shamplina is the Founder of Landlord Action and Brand Ambassador for Hamilton Fraser He has spent over 28 years in the legal field helping landlords with problem tenants. In 1999, he set up Landlord Action to put this expertise to good use, specialising in fixed-fee property recovery and tenant eviction in England and Wales. He has acquired a reputation as “The Landlord’s Friend” having co-written two books with fellow property expert, Kate Faulkner, to help landlords manage their...
Robert Godwin- ApartHotels
April 28, 2020 13:00 - 32 minutes - 35.4 MBRobert Godwin is the Managing Director of Lamington Group. A property investment and development business founded in the 1960s by his father, Lamington Group has expanded from smaller residential developments to owning and operating larger 70+ unit Aparthotels through their brand, Room 2. After a masters in real estate Robert jumped into the family business and at the age of 31 he has done an incredible job over the last 7 years of tripling the size of the business. The business was awarde...
IHT Planning Overview - Andrew Thornhill QC & Simon Howley
April 26, 2020 12:33 - 42 minutes - 44.4 MBInheritance Tax Planning can be complex and I certainly did not have a clue about many of the aspects as are clear from the early questions Simon asks me in this episode but Simon and Andrew have a knack of making complex subjects simple to understand and this is no different. As part of our tax series we give an overview of Inheritance Tax Planning which includes; Transfers of Value Main exemptions Lifetime transfers Gifts with reservation of benefit Lifetime exemptions Business prop...
Economic Outlook 22nd April 2020
April 24, 2020 17:58 - 56 minutes - 77.5 MBAdam, Rupesh and Kwasi kindly allowed me to record our call where we discuss some topics on the subject of the economic outlook. We flipped things round so Adam hosted the discussion and did a tremendous job too. As a reminder; Kwasi Affum was on episode 11 and is a banker at Barclays, specialising in Risk Management and also invests in property. Adam Lawrence was on episode 14 and previously worked in wealth management and is a portfolio holder of residential properties and bolt on busi...
S24 Mitigation and Estate planning with Andrew Thornhill QC & Simon Howley
April 14, 2020 20:14 - 59 minutes - 57.3 MBThis was one of those episodes that has so much fantastic information that each time I listen to it I pick up something else. Section 24 and Estate Planning are incredibly high up on probably every property portfolio holders thoughts and who better to speak to about them than a top Tax QC Andrew Thornhill and the Managing Partner and tax specialist of Bell Howley, Simon Howley. If you have ever considered that section 24 may affect you or even you have put things in place already but you a...
Siam Kidd
April 10, 2020 21:58 - 1 hour - 71.4 MBThis episode was recorded on 10th April as part of our Covid 19 crisis series. Siam Kidd has been a successful trader for many years. Specialising in currency as well as owning several businesses he gives some strong reasoned views on what he feels is coming in terms of the economic environment and what types of assets and investments will be at risk and where opportunities may lie. Some of the topics we discuss; Wealth Creation. The speed of movement in a bear market vs a bull run and w...
SDLT with Simon Howley
April 03, 2020 14:03 - 29 minutes - 41.2 MBIn this episode Simon Howley, specialist Tax Planner from Bell Howley discusses all things Stamp Duty. We discuss; SDLT on shares The difference between residential SDLT and non residential SDLT. Different types of reliefs such as Multiple Dwellings Relief (MDR), Probate purchases, First time buyers, transfers between linked companies, mobile homes, charities and a few others and what you need to do to claim them. We talk about how to determine if something is uninhabitable and what SDL...
Gavin J Gallagher - Big Trends Driving the Office Market
March 29, 2020 08:00 - 1 hour - 84.9 MBGavin has a fascinating Business and the story behind East Point, his business park in Dublin is truly brilliant. East Point is home to a vibrant mix of indigenous Irish, multinational and Fortune 500 companies. Set in 40 acres of beautifully landscaped gardens with waterfront walks, café’s, crèche, outdoor gourmet food market, sports facilities and over 50 office blocks. To create this site is a fantastic achievement but to do this on a site that, when they purchased, was being used as la...
John Paul- Managing Assets Through a Crisis
March 27, 2020 17:29 - 53 minutes - 73.1 MBIn the 2nd episode recorded on 27th March 2020 geared toward how Property Businesses can steer themselves through the Corona Virus Crisis that is on our hands, I spoke to John Paul. JP is a no nonsense extremely pragmatic Landlord based in the North East who has built an empire of Lettings Agencies through acquisitions. He is a specialist in systems and efficiencies and has 2 books on systems for businesses which are fantastic. In the episode we discuss what he has been doing over the last...
Covid19 What that means for Property
March 21, 2020 05:50 - 1 hour - 108 MBThis was recorded on the evening of 20th March 2020 a couple of hours after the government announced that all Pubs, restaurants, gyms, cinemas etc will be closing and a huge stimulus package also announced to keep people in their jobs. This was the first of what I imagine will be many virtual discussions so I hope the audio is ok. I was joined by Adam Lawrence who listeners may remember for episode 14. Adam is a residential landlord and business owner with a previous career in Wealth Manag...
Jane Deeks - VAT Specialist
March 09, 2020 20:30 - 54 minutes - 75 MBJane Deeks is the VAT specialist at Bell Howley. If you think VAT is complex... well you are right it is. However as a Property investor or developer VAT reliefs and exemptions can save or cost you huge sums of money so this episode is incredibly valuable. I was blown away by how much I did not know and Jane's knowledge is incredible. In the episode we discuss the difference between something being VAT exempt and 0 rated. The 5% and 0% VAT reliefs on build works and some examples. Struc...
Paul Higgs - Development, Land and Planning
March 05, 2020 17:53 - 1 hour - 104 MBIf you haven't heard of Paul Higgs MRICS before then where have you been... I struggle to think of anyone with the vast level of development experience that comes close to Higgsy's. From small scale developments to £100 million land deals for PLCs there really is not much he hasn't done in his almost 40 years of being in development. In this episode we discuss how Paul worked his way up from no qualifications to become the Head of Land for the UKs biggest housebuilder. He describes how h...
Adam Lawrence
February 23, 2020 10:28 - 1 hour - 112 MBAdam Lawrence is genuinely one of my favourite people to talk shop with. He has a brilliant brain and has a fantastic balance of theory and how that theory behaves in reality from a holistic and granular level. He has a background in wealth management and sports betting businesses as well as a MBNA in Business. He has built up a residential portfolio from scratch which now has over 200 properties and despite being based in Birmingham his portfolio spans through Scotland, Wales and England....
Ross Harper - No D#ck Heads
February 15, 2020 21:27 - 43 minutes - 59.8 MBRoss Harper is always a joy to talk to. An absolute inspiration and property business machine, Ross discusses various different businesses that he has started, scaled (and in some instances exited) in the property industry. We talked about; Trading properties and how he utilises auctions for exits. Why his focus has changed recently from one direction to another within property. How the Great Financial Crisis was a huge lesson for him. How he has de risked his organisation. How he man...
Ayesha Ofori - Adapting from Corporate life to Entrepenuer
February 07, 2020 17:33 - 57 minutes - 79.4 MBAyesha comes from a successful career in investment banking at Morgan Stanley and Goldman Sachs. Having worked her way up to Executive Director and becoming one of the most senior black women in a client-facing role at the bank’s European hub she then went on to start various property related businesses as well as projects looking to empower groups that have historically been under represented in the property and investment industries. These include https://propellenetwork.com/ and https:...
Kwasi Affum - General Discussion on Investment from the man from Barclays
January 22, 2020 10:12 - 1 hour - 102 MBKwasi is a very smart cookie and I always love our discussions. His role at Barclays is fascinating and in this episode we sit down at his office on the 30th floor of the Barclays building for a general chat about investment. We discuss differences between direct and indirect property investments. Institutional investments. Large Companies in the news such as We work, Regus (IWC) and Intu and what has gone wrong or right in their businesses. What kind of investment is coming into the UK...
Helen Chorley
December 11, 2019 17:32 - 45 minutes - 62.5 MBIt is so important to understand what investors look for in a person and property deal when trying to raise funds for your property developments. In this episode Helen Chorley does exactly that. She discusses how she went from working on the trading floor of JP Morgan to investing in other peoples property deals. We discussed what qualities she wants to see in terms of; 1. The people involved in the deal. 2. The structure of the deal. 3. The type of project. What she does on the deal ...
Auction Preview 2 11.12.19
November 30, 2019 09:13 - 1 hour - 90.5 MBWOW if you buy or are looking to buy at auction then this is going to tick your boxes. We discuss 8 lots coming up for auction on 11 December 2019 and some associated risks and opportunities with each lot. Some of the things discussed are; Enforcement notices Permitted Development Strengthening a commercial covenanant Adding Value to an asset HMOs and supply and stress and lots more There is some brilliant insight into what the pros look at when sizing up whether to buy these lots so...
John Howard
November 15, 2019 08:18 - 55 minutes - 76.6 MBJohn Howard has been in the property business for 40 years. He has bought and sold over 3500 properties, been a director of Cambridge United FC, been an owner of Auction House UK, several estate agencies and has a passion for training and breeding racehorces. In this episode we discuss how John got into the property business at a young age. Why he liked to trade properties often over developing them out. What he feels are risks to his business and much more. You can find out more about Jo...
Capital Allowances - Tax mini series
October 25, 2019 14:10 - 11 minutes - 15.6 MBIn the first of our Tax mini series we explore Capital Allowances. Simon Howley of www.bellhowley.com gives us an explanation of what Capital Allowances are, how they are used and some examples of what can be utilised on developments in terms of Capital Allowances Hosted on Acast. See acast.com/privacy for more information.