Kier's gone, Andy Burnham is the runaway favourite, and the bigger question for property isn't who runs the country - it's who runs the Treasury. This week Adam works through what a new chancellor means for UK mortgage rates, the housing market and your next move. No tribal economics, no hype - just the numbers and what they mean.

There's an election question to settle first, a mortgage backbook converging on new lending rates, Chris Watkin's real-time market data on the withdrawal rate and pricing gap, and a land value tax that could reshape the whole game for a 710-unit portfolio. Plus Trump watch, the macro-scope on mortgage pricing, the "3% world" and the debt, and what Adam is actually buying at 65p in the pound right now.

In this episode:
(00:00) Kemi's out, Burnham's in - framing the week
(08:00) Will there be a general election? Runners and riders
(24:00) The real question: who is the next chancellor?
(34:00) Trump watch & the world economy
(40:00) Chris Watkin's real-time numbers: withdrawal rate & pricing gap
(52:00) Mortgage backbook vs new lending
(66:00) Inflation, the debt & the "3% world"
(78:00) Land value tax: what half a percent really means
(84:00) What Adam is buying right now
(89:00) KCCO - sign-off

▶ Next workshop - PBW11, central London: Join Adam and Rod for a full day on due diligence - on deals, on JV partners, and on the diligence people will run on you. The only real chance to grab proper time with us. Grab a VIP dinner ticket while they last. Google "Property Business Workshop 11" or use the link in the show notes.

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Workshop: www.tinyurl.com/pbweleven