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Build-to-Rent was meant to fix Britain’s housing crisis.

Then everything changed:

• Interest rates rose.
• Build costs jumped.
• New regulations hit.

And suddenly, the pipeline slowed.

That’s when Single-Family Housing stepped in.

In just 3 years, investment grew from £544M to £3.17B.

So what’s really happening here?

A long-term shift…
or investors chasing the next shiny trend?

If you’re investing in UK residential, you’re probably flooded with data.

What’s harder to find is clear thinking on what it actually means.

That’s what this episode is about.

Anna Clare Harper, Director at residential investment manager Pinnacle Investments (part of Hyde, one the UK’s largest Housing Associations with 125,000 homes) stand John German, Head of Living Sector Investment at $2tr global investment platform, Invesco, break down:

– What BTR and SFH really look like today
– Where the money is going (and why)
– How regulation is quietly reshaping the market

And most importantly:

Where to play, what to avoid, and what’s working right now.

If this is useful, share it with someone thinking about UK living sector investment.

And if there’s a topic you want us to cover next, send it through via the show notes.

Guest LinkedIn: https://www.linkedin.com/in/john-german-2437573b/

Host LinkedIn: https://www.linkedin.com/in/annaclareharper/

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The Return - Format Update

A quick note from Anna on what is changing and why.

After putting a question out to listeners on LinkedIn, a few clear themes came back - so we’re making changes.

From next month, The Return becomes a monthly, research-led series. Each episode will distill the key insights around a sector, strategy or market shift - anchored in reports and data from leading advisers - and unpacked in terms of what it actually means for investors.

Anna is also bringing on an experienced co-host: a real estate investor with 35 years in the sector.

The goal is more clarity, with lower lift.

Next episode: out next month.

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Most property developments run late, over budget, or both.
Not because developers are lazy.

Because they’re running projects without systems.
Anjuim Moied approached development differently.

Before property, he ran businesses.
So when he started developing sites, he treated them the same way:
With systems.

→ A clearly mapped critical path
→ Project management databases
→ Software tracking every pound spent in real time

Then he bought a derelict bingo hall in Woolston (Southampton).

It had:
→ Lapsed planning
→ Heritage constraints
→ Complex foundations

Many walked away (including the previous owner).

Anjuim turned it into 10 flats + a dance studio.

→ £310k purchase
→ £1.3m build
→ £2.3m asset

43% return.

On time. On budget.

In this episode he breaks down the systems he used to deliver this project - and three other ~£2m developments.

We’re also joined by Ben Mackett from Lloyds Banking Group, who finances developments every year and shares:

→ The warning signs lenders look for
→ Where developers’ forecasts usually go wrong
→ What separates developers who deliver from those who don’t

If you’re building housing, this episode will change how you run your projects.

This episode is in association with (and thanks to) Lloyds:
https://www.lloydsbank.com/business/industry-expertise/real-estate.html?utm_source=The+Return&utm_medium=podcast+partnership&utm_campaign=sponsored+episode

Guest LinkedIn: https://www.linkedin.com/in/ben-mackett-19709184/

Host LinkedIn: https://www.linkedin.com/in/annaclareharper/