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Intelligence Talks

Knight Frank
Integrated Retirement Communities
UK Living Sectors
Knight Frank
London Office Market
Housing Crisis
Commercial Real Estate
Government Task Force
Interest Rates
UK Property Market
UK Life Sciences Sector
Purpose-Built Student Accommodation
Retail Sector
Inflation
Leasing Activity
Real Estate Development
Hybrid Working
Investment Market
Co-Living
New York
Competition and Markets Authority

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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PublishesTwice monthlyEpisodes135Founded6 years ago
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Latest Episodes

A fast‑moving start to 2026 sets the tone for this episode as Tom Bill and Pepperstone’s Michael Brown break down a month of relentless global drama and its impact on borrowing costs - from Trump’s tariff brinkmanship and geopolitical flare‑ups to fi... more

Retail is back on top, ending 2025 as the top performing real estate asset class. How can the sector's resurgence bring insights - and valuable lessons - to apply to other commercial real estate sectors? We dive into Stephen Springham's insight serie... more

In this episode, we take a deep dive into Los Angeles’ luxury housing market—one of the world’s largest super‑prime residential hubs, currently ranking third globally for $10‑million‑plus sales. Despite a range of challenges in recent years, the mark... more

Rob Perrins, Executive Chairman of Berkeley Group, joins Tom Bill to explore the realities behind the government’s housing ambitions, the impact of the Autumn Budget, and what it will really take to deliver 1.5 million homes. With over 30 years at Be... more

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Recent Guests

Nick Segal
Managing broker for Carolwood
Carolwood
Episode: The Wealth Report: Los Angeles’ luxury housing market
Rob Perrins
Executive Chairman of Berkeley Group
Berkeley Group
Episode: Rob Perrins on planning reform, the future of London and hitting the 1.5 million homes target
Tom Burchfield
Head of Market Intelligence at Liv-ex
Liv-ex
Episode: What’s driving the uptick in the global fine wine market?
Nimesh Shah
CEO of tax advisory firm Blick Rothenberg
Blick Rothenberg
Episode: Budget Special: Nimesh Shah on the Doors The Budget Opened - and the Ones It Bolted
Jonathan Miller
President and CEO of Miller Samuel, a leading real estate appraisal and consulting firm
Miller Samuel
Episode: Will Mayor Mamdani sink the luxury New York housing market?
Stuart Bailey
Head of Prime Central London Sales at Knight Frank
Knight Frank
Episode: Prime Central London: The reality on the ground ahead of the Budget
Carol Lewis
Property editor of The Times and Sunday Times
The Times
Episode: Carol Lewis: Headlines, Housing and Hype
James Nation
Managing Director at Forefront Advisors, former Deputy Head of the No.10 Policy Unit
Forefront Advisors
Episode: James Nation: Property Taxes, Pitch-Rolling & Budget Nerves
Leslie Macleod-Miller
CEO of Foreign Investors for Britain
Foreign Investors for Britain
Episode: The UK Wealth Exodus with Leslie Macleod-Miller

Hosts

Katie O'Neill
Host of Intelligence Talks, with a focus on property market research and insights.
Tom Bill
Host of Housing Unpacked and Intelligence Talks, specializing in economic analysis of the property market.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

The Wealth Report: Los Angeles’ luxury housing market
Q: Is that something which is sort of true for LA, or are sellers able to be a little bit more ambitious now and push pricing?
People need to be very realistic to market conditions, and while there's an aspirational component, the market requires accurate pricing based on current realities.
The Wealth Report: Los Angeles’ luxury housing market
Q: Could you just start by giving us your view on where LA stands right now in terms of market activity and confidence in the market?
LA has faced challenges but remains resilient, with significant sales despite difficulty from tax reforms and natural disasters.
Rob Perrins on planning reform, the future of London and hitting the 1.5 million homes target
Q: Why do you think the government keeps repeating that figure that feels unachievable?
Rob thinks it's important to have a target to drive focus, even while acknowledging skepticism about achieving it.
Rob Perrins on planning reform, the future of London and hitting the 1.5 million homes target
Q: Do you think the government is almost too involved at the moment and needs to step back from these sort of intervention measures?
Rob believes the government needs to simplify intervention measures instead of making them more complicated, especially if market failures are present.
Rob Perrins on planning reform, the future of London and hitting the 1.5 million homes target
Q: What was your initial reaction when you sort of heard the content of the budget?
Rob suggests he would prefer a different type of budget and emphasizes the need for growth measures over taxation increases.

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Frequently Asked Questions About Intelligence Talks

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

A notable selection of episodes reflects an in-depth analysis of property market trends, integrating various sectors such as fine wine investments, student housing, and luxury real estate. The discussions often feature insights from industry experts, offering valuable information around taxation implications, market dynamics, and political influences on real estate. This podcast is distinct because it combines fiscal policy discussions with the nuances of various property sectors, presenting a well-rounded perspective tailored for stakeholders in real estate and investment communities. Listeners can expect data-driven insights and expert analyses that are both timely and relevant, particularly as the property landscape continues to evolve a... more

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Intelligence Talks launched 6 years ago and published 135 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. Nick Segal
2. Rob Perrins
3. Tom Burchfield
4. Nimesh Shah
5. Jonathan Miller
6. Stuart Bailey
7. Carol Lewis
8. James Nation

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