Why are we still using a 1970s playbook to solve 21st-century inflation?

For years, property investors have been at the mercy of a "blunt instrument": central banks raising interest rates to crush demand every time inflation ticks up. But what if the problem isn't that we’re spending too much, but that we aren’t producing enough?

In this episode, Jerry explores a significant shift in economic thinking. Inspired by the recent appointment of Kevin Warsh at the US Federal Reserve, we look at why the traditional reliance on interest rates is a "rear-view mirror" strategy that often does more harm than good. We dive into the "supply-side" alternative—how energy policy, housing development, and productivity could be the real keys to a stable, growth-oriented economy.

In this episode, you will learn:

• Why interest rates are often the wrong tool for inflation caused by energy and supply shocks.

• The difference between "demand suppression" and "supply expansion" and why it matters for your portfolio.

• The "Windfall Tax" trap: How government tax takes on fuel actually fuel the inflation fire.

• Lessons from history: How the post-WWII era proved we can have growth without runaway inflation.

• Why forward-looking economic policy is essential for the medium-to-long-term success of commercial investors.

LEARN THE BASICS

If you want to learn more about investing in Commercial Property, why not join us for our 2 day Introduction to Commercial Property? Learn how the market works and the ways in which it differs from residential property so you can avoid the pitfalls and learn how to create successful deals. https://commercialpropertyinvestor.co.uk/2-day-introduction

OTHER USEFUL LINKS

CPI Website: https://commercialpropertyinvestor.co.uk/
Our Sponsors: https://commercialpropertyinvestor.co.uk/podcast-sponsors/
LinkedIn: https://www.linkedin.com/in/jerryalexander/

See omnystudio.com/listener for privacy information.

When you start in commercial property, it is easy to have a very fixed idea of who your customers will be. You might think you are "buying an office" for "office tenants," but the reality is often much more varied, surprising, and flexible.

In this episode, Jerry pulls back the curtain on the diverse range of customers that have used his buildings over the years - from global brands like Uber and L’Oréal to local physiotherapists and even wedding parties. He discusses why moving away from rigid property categories like "office" or "industrial" allows you to see more opportunities and create more resilient deals.

In this episode, you will learn:

• Why large corporate brands often seek flexible, short-term space rather than long-term leases.

• The "backbone" tenants that provide the stability and steady cash flow for your portfolio.

• How to shift your mindset from being in the "office business" to being in the "space business."

• The surprising ways public sector tenants (like MPs and MSPs) provide long-term security.

• Why allowing the market to drive the use of your building is more profitable than forcing a fixed idea.

LEARN THE BASICS

If you want to learn more about investing in Commercial Property, why not join us for our 2 day Introduction to Commercial Property? Learn how the market works and the ways in which it differs from residential property so you can avoid the pitfalls and learn how to create successful deals.

https://commercialpropertyinvestor.co.uk/2-day-introduction

OTHER USEFUL LINKS

CPI Website - https://commercialpropertyinvestor.co.uk/

Our Sponsors - https://commercialpropertyinvestor.co.uk/podcast-sponsors/

LinkedIn - https://www.linkedin.com/in/jerryalexander/

See omnystudio.com/listener for privacy information.

If you listen to the news or scroll through social media, it’s easy to feel like the commercial property market is slowing down or that everyone is just waiting to see what happens next. But that doesn't reflect the reality of what’s happening on the ground.

In this episode, I share a "check-in" on the deals recently completed by members of the CPI network. We move past the general market noise to look at the specific types of assets being bought - from multi-let industrial sites to town centre offices - and the varied ways these investors are structuring their finance.

This session isn't intended to be a deep dive into a specific topic or a structured educational lesson, but rather a practical overview and a snapshot of the actual activity we are seeing within our network.

LEARN THE BASICS

If you want to learn more about investing in Commercial Property, why not join us for our 2 day Introduction to Commercial Property? Learn how the market works and the ways in which it differs from residential property so you can avoid the pitfalls and learn how to create successful deals. https://commercialpropertyinvestor.co.uk/2-day-introduction

OTHER USEFUL LINKS

CPI Website - https://commercialpropertyinvestor.co.uk/
Our Sponsors - https://commercialpropertyinvestor.co.uk/podcast-sponsors/
LinkedIn- https://www.linkedin.com/in/jerryalexander/

See omnystudio.com/listener for privacy information.

Two people can walk down the exact same high street and see two completely different things. One sees empty units and a struggling economy; the other sees a shift in usage, emerging clusters, and a clear direction of travel.

In this episode, Jerry explores why the high street is often misunderstood by those looking through an outdated lens. We move past the headlines about the "death of retail" to look at what is actually happening on the ground in town centres. Jerry shares his personal framework for assessing high street viability, including the "gears" an area must go through to re-energise and why a single unit is only as strong as the ecosystem surrounding it.

What you will learn in this episode:

• The Cluster Effect: Why businesses succeed in groups and how to identify a "wellness" or "value" cluster.

• The Five Gears of Regeneration: Why you can't jump straight to gear five and how to spot areas in the early, "edgy" artisan phase.

• Service-Led vs. Retail-Led: Why the high street isn't dying, but simply changing its primary function.

• The Feel Test: Jerry’s practical approach to walking a street at different times of day to see how people actually move.

• Buying the Ecosystem: Why you are no longer just buying a shop, but a piece of a local economy.

LEARN THE BASICS:

If you want to learn more about investing in Commercial Property, why not join us for our 2 day Introduction to Commercial Property? Learn how the market works and the ways in which it differs from residential property so you can avoid the pitfalls and learn how to create successful deals. https://commercialpropertyinvestor.co.uk/2-day-introduction

OTHER USEFUL LINKS:

CPI Website - https://commercialpropertyinvestor.co.uk/

Our Sponsors - https://commercialpropertyinvestor.co.uk/podcast-sponsors/

LinkedIn - https://www.linkedin.com/in/jerryalexander/

See omnystudio.com/listener for privacy information.

One of the biggest fears for residential investors moving into commercial property is the "horror story" of business rates. The idea of being liable for a significant bill regardless of whether your building is occupied or performing well is enough to put many people off the asset class entirely.

In this episode, Jerry breaks down the 2026 Business Rates Revaluation to provide clarity on the current "direction of travel." We explore how rates are actually calculated, why the system often feels disconnected from reality, and what the recent changes in England, Scotland, and Wales mean for your portfolio.

What you will learn:

• The Fundamentals: How rateable value is determined and how the "multiplier" actually works.

• The 2026 Revaluation: Why your bill might be changing and the specific valuation dates being used across the UK.

• Transitional Relief: A breakdown of the tapering systems in England, Scotland, and Wales that "soften the blow" of increases.

• Mitigation & Appeals: Practical steps for managing rates, from small business relief to the "Check, Challenge, Appeal" process.

• The New Duty to Notify: Why you must report property changes to the VOA within 60 days starting April 2026.

LEARN THE BASICS: If you want to learn more about investing in Commercial Property, why not join us for our 2 day Introduction to Commercial Property? Learn how the market works and the ways in which it differs from residential property so you can avoid the pitfalls and learn how to create successful deals. https://commercialpropertyinvestor.co.uk/2-day-introduction

OTHER USEFUL LINKS:

CPI Website - https://commercialpropertyinvestor.co.uk/

Our Sponsors - https://commercialpropertyinvestor.co.uk/podcast-sponsors/

LinkedIn - https://www.linkedin.com/in/jerryalexander/

See omnystudio.com/listener for privacy information.

Are you stuck in a loop of podcasts, books, and webinars but still haven't made your next (or first) commercial move?

In this episode, Jerry explores a recurring pattern from his recent strategy calls: investors sometimes don't lack information; they lack clarity. When you have too many options and no filter, every deal looks like an opportunity but it could actually be a big distraction.

Jerry breaks down why more "learning" can actually lead to paralysis by analysis and how to shift your thinking "up the chain" to get moving again. Learn how to stop reacting to the market and start filtering it through your own specific investment criteria.

In this episode, you’ll learn:

• Why information overload is a common trap for experienced residential investors.

• The "Three Types of Income" and how they dictate your commercial strategy.

• The fundamental question you must answer before looking at another building.

• How to distinguish between a "good deal" and a "good deal for you."

• Why "continual learning" is often used as a sophisticated way to avoid making decisions.

If you'd like to discuss your own situation and the next steps for getting started in commercial property, you can book a strategy call with Jerry here:

👉 https://calendar.app.google/ERUusp5E4cpm7Zcw9

LEARN THE BASICS:

If you want to learn more about investing in Commercial Property, why not join us for our 2 day Introduction to Commercial Property? Learn how the market works and the ways in which it differs from residential property so you can avoid the pitfalls and learn how to create successful deals. https://commercialpropertyinvestor.co.uk/2-day-introduction

OTHER USEFUL LINKS:

Book Your 1-2-1 Strategy Session: https://calendar.app.google/Rx89XMZ71X6anzA96

CPI Website: https://commercialpropertyinvestor.co.uk/

Our Sponsors: https://commercialpropertyinvestor.co.uk/podcast-sponsors/

LinkedIn: https://www.linkedin.com/in/jerryalexander/

See omnystudio.com/listener for privacy information.

Scaling a property business requires more than just finding deals; it requires a repeatable system, a rock-solid reputation, and the ability to align your interests with high-net-worth clients.

In this episode, Jerry is joined by Andy Babbayan, an investor with a truly unique background—from the British Army's bomb disposal unit to managing over 100 property projects in a single summer. Andy shares the "property consultancy" model that allowed him to scale rapidly by sourcing and developing for others, and why he is now pivoting back to the commercial market to take advantage of once-in-a-decade pricing.

LEARN THE BASICS

If you want to learn more about investing in Commercial Property, why not join us for our 2 day Introduction to Commercial Property? Learn how the market works and the ways in which it differs from residential property so you can avoid the pitfalls and learn how to create successful deals. https://commercialpropertyinvestor.co.uk/2-day-introduction

OTHER USEFUL LINKS

CPI Website - https://commercialpropertyinvestor.co.uk/
Our Sponsors - https://commercialpropertyinvestor.co.uk/podcast-sponsors/
LinkedIn- https://www.linkedin.com/in/jerryalexander/

See omnystudio.com/listener for privacy information.

"I didn’t really know what the podcast was going to become".

Six years and 364 episodes later, Jerry reflects on the journey from a nervous first recording with a single lapel mic to building a global community of commercial investors 🤯.

In this special anniversary episode, we go back to the "why" behind the show. Whether you are a long-time listener or you've just discovered us, this is a reintroduction to the core principles of the Commercial Property Investor podcast: strategy, mindset, and the reality of life "on the tools" as an active investor.

In this episode, you will learn:

• Why Jerry chose the "Investor" title over being another industry professional show.

• How the podcast evolved from simple "how-to" guides to deep-dives into investor judgment and perspective.

• Why most listeners aren't looking for more information, but rather more clarity and the right environment.

• The reality of building a commercial property business rather than just buying one-off buildings.

• How 45 minute strategy calls with listeners changed the way Jerry thinks about property education.

LEARN THE BASICS:
If you want to learn more about investing in Commercial Property, why not join us for our 2 day Introduction to Commercial Property? Learn how the market works and the ways in which it differs from residential property so you can avoid the pitfalls and learn how to create successful deals.

https://commercialpropertyinvestor.co.uk/2-day-introduction

OTHER USEFUL LINKS:

CPI Website - https://commercialpropertyinvestor.co.uk/
Our Sponsors - https://commercialpropertyinvestor.co.uk/podcast-sponsors/
LinkedIn: https://www.linkedin.com/in/jerryalexander/

See omnystudio.com/listener for privacy information.