meta_pixel
Tapesearch Logo
Log in
The Property Podcast

The hidden landlord shift (this data shocked us)

The Property Podcast

Rob Bence & Rob Dix

News, Education, Business, Investing, Business News

4.8 • 2K Ratings

🗓️ 4 June 2026

⏱️ 25 minutes

🧾️ Download transcript

Summary

Landlords are leaving the market in droves... so why have property purchases by institutional investors just hit their highest level since 2016? Rob & Rob unpack surprising new data that flies in the face of everything you’re hearing about the rental market, and what it means for anyone investing right now. (00:48) News story of the week (06:12) The surprising data that contradicts everything you’ve been hearing about the buy-to-let market (08:47) The regional split where investors are stacking up (11:06) One group of landlords is exiting - but who’s buying their properties? (13:09) Why today’s yields could be the early signal of rising prices (20:00) Why the people waiting for confidence to return will be the ones who miss out (21:17) Hub Extra Links mentioned: NRLA - Struggling tenants risk being locked out of rental market Hamptons data Use NotebookLM Enjoy the show? Leave us a review on Apple Podcasts - it really helps others find us! Sign up for our free weekly newsletter, Property Pulse Find out more about Property Hub Invest

Transcript

Click on a timestamp to play from that location

0:00.0

Hey everyone, it's Rob B here with Rob D and you are listening to the property podcast.

0:05.9

This week we get into data that you've not seen elsewhere that goes against your belief systems,

0:10.9

our belief systems and everybody else's.

0:12.9

But once you understand it, the confidence is going to give you as an investor,

0:17.0

the insights that you'll get from it to be more effective to double down on your path already

0:22.2

will be incredible.

0:27.7

Welcome to the Property Podcast. Thank you for joining us. In case you don't know,

0:32.8

we run a business that arranges more than ÂŁ100 million worth of property transactions

0:36.1

for our clients every year. You can find out more about that at Property Hub.net slash invest. And today we'll bring you data that will come as a surprise to you, because it came as a surprise to us and we spend all day, every day immersed in this stuff. So stick around. It's time for our new story of the week. And this week's new story comes from the NRLA, which for those who don't know, and I didn't

0:55.6

have looked, is their National Residential Landlords Association.

0:59.5

I just have always referred to the NRLA, but now I and you know.

1:04.9

But more importantly, here's what they're talking about.

1:07.4

And the headline of this week's story reads,

1:09.6

struggling tenants risk being locked

1:12.0

out of the rental market. Rob, what's happening? Yeah, so this is a survey of their members,

1:17.8

and they found that 78% of their members are likely to be more selective about who they rent to.

1:23.0

Now the Renters Rights Act has passed, which kind of makes you wonder, who's the 22%?

1:26.7

Because of course you're going to be more selective. But they talk about those who are going to be the hardest hit, which is not surprisingly, people who are on unpredictable incomes, international students. We've talked about those a lot as well, and those who are on housing benefit. Something else that gets mentioned, which I hadn't thought of before, but makes sense, is that it might be harder now to get a guarantor.

1:45.6

Because all tenancies are open-ended, you're not just guaranteeing someone for the 12 months.

1:50.5

It could go on forever, which means that being a guarantor is more of a commitment.

1:54.1

So where all this leaves us, Rob, is predictably, landlords have fewer powers,

1:58.0

they're less certain about the actions they'll be able to take if something goes wrong. Therefore, they zero in on the safest possible applicants. But the needs

...

Transcript will be available on the free plan in 25 days. Upgrade to see the full transcript now.

Disclaimer: The podcast and artwork embedded on this page are from Rob Bence & Rob Dix, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Rob Bence & Rob Dix and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.