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An exploration into asset backed businesses
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 mo
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Latest Episode3/8/2023Property News Update with Alicia Barlow 06/03/23Ep. 76This is the first of our series on Property News Updates which we will be bringing you every fortnight.In this episode I am joined by Alicia Barlow who helps me to digest the big property news stories as well as deliver our opinions on them.We discuss;The most expensiveresidential property in Britain that has gone on the market for offers in excess of £250 Million.The latest report from Carbon Laces on EPC's vs the actual Energy usage of the 17,000 homes they researched. They found that on average EPCs overestimate Energy usage by 91% compared to actual usage which begs the question do we actually need to bring properties up to a C on EPC's and are EPC's fit for purpose?Home REIT - Two of their largest tenants have gone into voluntaryliquidation, Several other tenants are taking them to court and withholdingrent and they were last trading at almost 70% below their Net Asset Value.Mortgage Prisoners from prior to lending criteria changing. What does the new report funded by Money saving Expert sayhttps://www.moneysavingexpert.com/mortgages/mortgage-prisoners/Why Landlords are selling up? Why there is anet reduction in available dwellings when stock transfers from the private rental sector to owner-occupation.How thiswill affect the rest of the market as well as the public's perception of the Private Rental Sector?For more information about the Partners in Property Network meetings mentioned please visitwww.partners-property.comIf you are interested in the 7 day Property Business Retreat please contact merod@incomethroughproperty.co.ukAs always a huge thanks to our sponsors www.signaturepropertyfinance.co.uk
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3/8/2023Property News Update with Alicia Barlow 06/03/23Ep. 76This is the first of our series on Property News Updates which we will be bringing you every fortnight.In this episode I am joined by Alicia Barlow who helps me to digest the big property news stories as well as deliver our opinions on them.We discuss;The most expensiveresidential property in Britain that has gone on the market for offers in excess of £250 Million.The latest report from Carbon Laces on EPC's vs the actual Energy usage of the 17,000 homes they researched. They found that on average EPCs overestimate Energy usage by 91% compared to actual usage which begs the question do we actually need to bring properties up to a C on EPC's and are EPC's fit for purpose?Home REIT - Two of their largest tenants have gone into voluntaryliquidation, Several other tenants are taking them to court and withholdingrent and they were last trading at almost 70% below their Net Asset Value.Mortgage Prisoners from prior to lending criteria changing. What does the new report funded by Money saving Expert sayhttps://www.moneysavingexpert.com/mortgages/mortgage-prisoners/Why Landlords are selling up? Why there is anet reduction in available dwellings when stock transfers from the private rental sector to owner-occupation.How thiswill affect the rest of the market as well as the public's perception of the Private Rental Sector?For more information about the Partners in Property Network meetings mentioned please visitwww.partners-property.comIf you are interested in the 7 day Property Business Retreat please contact merod@incomethroughproperty.co.ukAs always a huge thanks to our sponsors www.signaturepropertyfinance.co.uk
1/6/2023Q4 Investment Mastermind- recorded 04/01/23Ep. 74In the 4th episode of our series on investment picks we look over the investment environment as well as looking at how previous picks have performed so far.We then go on to discuss our investment picks for the last quarter of 2022 which include;High Yield Emerging Markets Bond ETFGoldandREITsIf you enjoy the show please do not forget to leave us a review it helps us in our rankings and to attract more guests.
11/16/2022Supermarket Investment - Ben GreenEp. 73I had a fantastic discussion withBenGreen, Principal of Atrato Capital the Investment Advisor to The Supermarket REIT (SUPR)SUPR is a FTSE 250 real estate trust and the UK’s only specialist grocery property investor. Atrato have advised SUPR since it’s IPO in 2017.Atrato sources, advises and asset manages all of Supermarket Income REIT's investments.Benhas over 20 years’ experience structuring and executing real estate transactions. He has completed more than £3.5 billion of sale and leaseback transactions with occupiers including Barclays, the BBC and Tesco.Benqualified as a lawyer in 1997 and began his career at Wilde Sapte and Linklaters LLP. He left law in 2000 and has since spent his banking career at Barclays, Lloyds and Goldman Sachs where he was Managing Director, European Head of Structured Finance.In this episode we discuss;Why there is a belief that Supermarket assetsare aresilient and counter cyclical asset class?How did the supermarket sector perform in previous recessions such as the GFC and what if anything may be different this time around?Why investors would invest in Supermarket assets when they yield similar to UK Gilts?SUPR recently fixed all its variable debt with an average period of 4 years and interest rate of under 3%. Fantastic! What would be some of the changes in the market you would want to see before SUPR moved some of that debt to variable rate or considered drawing down new debt without hedging?Around 81% of SUPR’s stores have index-linked rents. Is it concern you that many are capped at 4% increases despite inflation numbers going above that?Omnichannel Supermarkets seemed to thrive during the pandemic due to their ability to be adaptable. Is it expected that those gains made will return to pre pandemic levels?Around 12% of grocery shopping is done online vs in person. Which is more profitable for SUPR’s tenants and is that 12% expected to increase or decrease in the short and medium term based on cost of living issues?SUPR and British Airways Pension Fund hold a 50:50 stake in a JV which holds a 51% interest in the Sainsbury’s Reversion Portfolio. That portfolio is one of the largest in the UK with 26 stores. What advice would you give to businesses looking to position themselves as an attractive partner in a Joint venture?What Ben thinks about grocery led shopping centres or retail parks for the future vs stand alone stores? What are the positives and negatives?What are the biggest risks to this asset class currently and what are the key mitigants?What are some of the most obvious similarities and differences around the world in Supermarket assets?And lots more...Find out more information about The Supermarket REIT (SUPR) herehttps://www.supermarketincomereit.com/You can also find out more about Atrato Group herehttps://www.atratogroup.com/Thank you to our sponsors of the episodewww.signaturepropertyfinance.co.ukIf you require bridging or development finance please contacttony@signaturepropertyfinance.co.ukand quote the Rodcast to get your legals paid for.
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9/27/2022Paul Davis - Background of Nimbus Maps Co-FounderEp. 71Paul Davis is probably best known for being a Co founder of Nimbus Maps, a tool for Property Developers and Investors tofindthe best off-market opportunities,assessthem quickly andconnectwith owners. But did you know that Paul has a fantastic career in real estate prior to this including;a family investment business, starting and scaling a property consultancy advising Blue chip clients on Real Estate deals.In this episode we discuss;How Paul fell into the Family Property Investment Business.How that family investment business operated at the time and the type of assets they invested in and why.How Property Investment businesses differed then to now.The power of creating Capital uplift through asset management.How he and his brother started a consultancy business helping Blue Chip clients on their real estate deals.Some examples of how they saved these huge organisations £millions.How working with larger institutional clients differed from investing in lower value property assets.What advice he would give when working with family.How the recession we are currently facing compares to the last one for Paul.Did his and his brothers Oxbridge degrees in Engineering get put to good use?What made him pivot from consulting blue chip clients to starting Nimbus Maps.The toughest parts of scaling their business.And much more.You can find out more about Nimbus Maps here https://www.nimbusmaps.co.uk
9/21/2022Q3 Investment Mastermind - recorded 20/09/2022Ep. 70*THIS IS NOT INVESTMENT ADVICE*I was joined by Adam Lawrence and Manish Kataria for our Investment Mastermind for Q3 of 2022.In these episodes we discuss the markets and then discuss what investments each of us are making in the Financial Markets. As ever we discussed the current markets and how the economy, Inflation and Interest rates are and maybe will, affect them.Topics include;Terminal Interest rates.How Bond yields correspond to Price to Earnings of some of the bigger markets.Core Inflation vs Inflation including Energy and Food.Sterling vs other currenciesOil PricesCentral Bank views of short term pain as a price to pay for longer term stability.Wage Price spirals in other periods of Inflation vs now.Energy CapsTax CutsBond Yields and their effect on EquitiesValue vs GrowthPortfolio selectionThis quarter our picks are as follows and you can listen to the reasons why;Manish - Microsoft (Ticker MSFT) - from 26.00 minutesAdam - Short on UK 5 year Gilt via shorting a bond ETF - from 37.11Rod - Antofogasta (Ticker ANTO) - from 46.29As ever we really appreciate any reviews on Spotify and Apple iTunes and we love to hear your feedback
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