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Episode Description
Warren Buffett has never invested in property in his life. That doesn't mean his rulebook can't tell you if it’s worth investing right now...
Rob & Rob borrow the value investor's toolkit, the same one that made Buffett one of the richest people alive, and run UK property through it from first principles.
They build a fair value model using bond yields, price-to-income ratios and the cost of building from scratch, then compare it against what property is trading for today. The numbers say something most headlines aren't telling you.
- (00:48) News story of the week
- (03:25) How Warren Buffett's approach to picking shares translates almost perfectly to buying a house
- (06:53) How to calculate what UK property should really be yielding
- (10:30) Two completely different lenses for valuing property, and they both point in the same direction
- (16:19) The one advantage property investors have that Warren Buffett doesn't
- (21:08) Why Rob & Rob don't want a property boom right now, even though it would boost their own numbers
- (22:54) Hub Extra
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