The Return: Property & Investment Podcast
The Return is a podcast for property investors and developers who want to get UK housing deals done, even in a tough market.
Getting homes built is harder than ever. Planning delays, rising construction costs, funding gaps and shifting market conditions stop most projects before they start.
Learn from investors, developers and policymakers discussing what's happening in the UK housing market right now and how to learn from their experience.
Each episode features a real life case study or topic including: planning reform, policy shifts, funding conditions, deal viability, sales, delivery challenges and measuring impact.
Hosted by Anna Clare Harper, Director at Pinnacle Investments and author of three best-selling books on residential investing. Her mission is to help mobilise capital to drive the delivery of 10,000 more, better homes by 2030.
Join 350,000+ listeners learning how to build, fund and deliver more, better UK housing deals.
The Return: Property & Investment Podcast
University of Cambridge Professor Colin Lizieri: Smarter Investment Decisions
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99% of real estate investors say the model tells the truth.
But in practice, the data is messy.
And the herd is loud.
3 weeks ago, I got to interview a real estate finance hero of mine:
Colin Lizieri - Professor of Real Estate Finance
At the university of Cambridge.
And a global authority on how markets really price risk.
In 20 minutes, we dug into:
→ Signal vs noise
Why real estate data is so unreliable
And quick checks to make sure your assumptions actually stack.
→ Herd-driven mispricing
Real examples - pre-GFC, life sciences, “new paradigm” stories
And how to tell if you’re investing on evidence or FOMO.
→ Bias in ICs
How strong personalities bend models
And simple fixes: written views before IC, a named devil’s advocate,
And backtesting deals where you overruled the numbers.
If you’re an institution or serious SME
trying to avoid buying at the wrong price / wrong time
this one’s worth a listen - link below.
This episode is in association with (and thanks to) Lloyds.
In association with:
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/colin-lizieri-996694214/
Host LinkedIn: https://www.linkedin.com/in/annaclareharper/