The Property Podcast

£60bn giant says property is dead: We fact-check

15 snips
Sep 4, 2025
A shocking claim suggests property investment is 'dead,' but the hosts dig deeper into the data to challenge this narrative. They emphasize the power of leveraging and point out that while London may underperform, there are still opportunities for savvy investors. The discussion shifts to the contrasts between property and stock investment returns, urging a long-term perspective. We also hear about the evolving landscape of property investment and strategies to adapt to new regulations, plus tips for managing overwhelming WhatsApp notifications.
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INSIGHT

NI On Rental Income Is Rumour, Not Policy

  • Rumours surfaced about charging national insurance on rental income as a government revenue option.
  • Hosts view it as speculative, likely limited impact and would push more investors toward limited companies.
INSIGHT

Leverage Changes The Math

  • Rathbones' report shows UK property (2016–present) grew ~3.7% annually while their stock mix returned much more.
  • Rob Dix and Rob Bence argue leverage transforms modest property growth into high returns on invested capital.
INSIGHT

London's Leading Run Has Reversed

  • London has underperformed significantly since 2016, even falling in real terms per Rathbones' data.
  • The hosts say this was predictable and advise investors to avoid London for many buy-to-let strategies.
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