People Property Place

This week, I sat down with Dr. Kate Jarvis to unpack a journey that spans childhood instability, academic rigour, early machine learning, and the building of an AI native platform designed to fundamentally change how real asset decisions are made.
Kate is CEO and co founder of Fifth Dimension, a technology company powering decision making across real assets, underwriting, asset management and portfolio strategy for some of the world's largest real estate and investment organisations. With a PhD from Stanford and more than fifteen years building machine learning backed businesses across the US, UK and Europe, Kate sits at the intersection of deep technical expertise and real world operational experience.
In this conversation, Kate shares how growing up with her family home repossessed at a young age shaped her relationship with risk, security and institutions, and why those early experiences still influence how she builds businesses today. We explore her path through linguistics and early AI research, long before machine learning became mainstream, and how understanding language, prediction and inference laid the foundations for her later work in real assets.
We discuss how Kate entered real estate through shared ownership and institutional capital deployment, where she encountered the reality of manual underwriting, endless spreadsheets, PDFs and investment committee drag. That frustration became the catalyst for Fifth Dimension. Kate explains why most AI tools fail in regulated, high stakes environments, why auditability matters more than automation, and how Fifth Dimension works alongside investment teams to amplify judgement rather than replace it. The conversation also looks ahead to what it really means to be AI native, who wins over the next decade, and why smaller, smarter teams may soon outperform incumbents with scale alone.
Key Topics Covered in This Episode
✅ From Instability to Resilience
How early life experiences shaped Kate's approach to risk, ambition and long term thinking.
✅ From Linguistics to Machine Learning
Why language, prediction and inference sit at the heart of modern AI and real asset decision making.
✅ Why Real Estate Underwriting Is Broken
The operational drag inside institutional real estate and why spreadsheets still dominate billion pound decisions.
✅ Building Fifth Dimension
How shared ownership, manual IC processes and frustration with legacy workflows led to an AI native platform.
✅ AI as an Amplifier, Not a Replacement
Why human judgement, creativity and context still matter and how AI should support decision makers, not remove them.
And of course, I asked Kate the big question:
Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy?
If you have thoughts or questions about this episode, drop them in the comments. I'd love to hear your take.
The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers.
 
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This week, I sat down with Ian Rickwood to unpack a career that spans entrepreneurship, private equity, consumer businesses, failed exits, market downturns, and ultimately the building of a long term real estate investment and capital platform.
Ian is Founder and Chairman of Henley, a fast growing private equity real estate investment and venture capital business operating across the UK, Europe and the US. Over the last two decades, Henley has invested across residential, industrial, social and supported housing, urban regeneration and large scale development, working with institutional capital, high net worth investors and operating partners.
In this conversation, Ian shares how early years in FMCG and entrepreneurial ventures laid the foundations for his approach to risk and execution, why scaling consumer businesses taught him lessons that many investors only learn later, and how navigating both successful exits and painful failures shaped his long term mindset. We discuss what it really feels like when a deal does not work, why some businesses are structurally broken regardless of management quality, and how those experiences directly influenced Ian's transition into real estate and private capital.
Ian also explains how Henley was formed out of operational experience rather than financial engineering, why long dated and complex projects can offer an edge, and how the firm thinks about platform building, partnerships and capital alignment. We explore social and supported housing, urban regeneration at scale, the challenges of deploying capital through cycles, and why conviction becomes more important as markets tighten. The conversation also touches on US expansion, joint venture models, and what experienced operators look for when backing people rather than just projects.
 
Key Topics Covered in This Episode
✅ From Operator to Investor
How early entrepreneurial and operating experience shaped Ian's approach to capital, risk and decision making.
✅ When Exits Do Not Go to Plan
Why some businesses fail despite strong management and what those lessons teach long term investors.
✅ Building Henley Through Cycles
How private equity thinking, real estate fundamentals and operational discipline came together.
✅ Complexity as a Competitive Advantage
Why long dated, operationally intensive and misunderstood assets can outperform.
✅ Capital, Partnerships and Conviction
How Henley approaches joint ventures, institutional capital and platform growth across markets.
And of course, I asked Ian the big question:
Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy?
If you have thoughts or questions about this episode, drop them in the comments. I'd love to hear your take.
The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers.
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👉 http://peoplepropertyplace.com/

This week, I sat down with Niall Farmer to unpack an unconventional real estate career that spans retail property, residential development, masterplanning, construction, and now leading the UK platform for one of Asia's most powerful real estate and infrastructure groups.
Niall is Head of UK at Gamuda Land, part of the Gamuda Group, a global infrastructure and property developer with operations across Asia, Australia and Europe. Gamuda Land has delivered tens of thousands of homes globally and is now deploying significant balance sheet capital into the UK across offices, student housing, residential and large scale mixed use developments.
In this conversation, Niall shares how graduating into the aftermath of the Global Financial Crisis shaped his early career, why a detour into client side retail property proved unexpectedly formative, and how a mix of construction exposure, development experience and relationship building created the platform for his later moves. We discuss the pressure and perspective that comes from stepping into a family construction business during some of the toughest market conditions in recent memory, and how that experience changed his approach to risk, leadership and decision making.
Niall also explains how Gamuda Land entered the UK, what global capital really looks for when choosing local partners, and why being an "active" investor matters when deploying capital into unfamiliar markets. We explore how investment rulebooks are written, when they get broken, and what happens when conviction is tested on projects that sit well outside the original plan. The conversation touches on one of the most closely watched developments in the City of London, how large scale schemes are underwritten today, and what global investors are really trying to solve for when backing UK real estate.
Key Topics Covered in This Episode
✅ From GFC Graduate to Global Developer
How early career setbacks, unexpected roles and timing shaped Niall's long term trajectory in real estate.
✅ Retail, Residential and Construction
Why working across asset management, development and construction created a broader decision making toolkit.
✅ Inside a Global Capital Mindset
How foreign balance sheet capital approaches UK real estate, partnerships and risk differently.
✅ When Investment Rulebooks Break
Why some opportunities force investors to step outside their stated strategy and how conviction is tested at scale.
✅ Building a UK Platform for Gamuda Land
How trust, culture and local knowledge underpin long term capital deployment in unfamiliar markets.
And of course, I asked Niall the big question:
Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy?
If you have thoughts or questions about this episode, drop them in the comments. I'd love to hear your take.
The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers.
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👉 http://peoplepropertyplace.com/

In this episode of the People Property Place podcast, Nick Leslau, a real estate investing legend who has built and backed some of the most influential UK property vehicles of the last few decades, shares what really matters when markets turn and leverage starts to bite.
Drawing on a career spanning Prestbury, listed platforms, major exits, and multiple cycles, Nick explains why credit, not property, has always been the real risk. He reflects on early lessons from the securitisation era, the danger signals he watches in bank behaviour and loan to value ratios, and why every property crash ultimately traces back to the same place, too much debt in the system.
The conversation also explores what it takes to make decisions at scale over decades. Nick speaks candidly about insecurity, judgement, and why he has never believed success comes from being the smartest person in the room. Instead, he credits long term performance to surrounding yourself with sharper minds, staying wary of your own conviction, and keeping discipline when others chase narratives. A clear, experience led discussion on risk, capital allocation, and how People, Property and Place intersect inside real estate investing.
The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE 👉 http://peoplepropertyplace.com/

In this episode of the People Property Place podcast, Harm Meijer draws on decades of experience across listed real estate and capital markets to unpack how cycles really play out when sentiment turns and leverage starts to bite.
From his early career on the sell side to building ICAMAP, Harm explains why investors repeatedly misjudge market turning points, how incentives inside listed vehicles quietly shape long term outcomes, and why management alignment often matters more than the assets themselves. He reflects on the lessons learned during the Global Financial Crisis, the risks of catching falling knives, and the discipline required before capital is redeployed.
The conversation also explores why listed real estate remains structurally misunderstood today, how private equity is exploiting inefficiencies in public markets, and what most investors get wrong about liquidity, exits, and governance. Harm shares how these insights influence ICAMAP's approach across strategies, and why conviction must be grounded in fundamentals rather than narratives.
A clear, experience led discussion on risk, capital allocation, and how People, Property and Place intersect inside real estate investing.
Real Estate Rules: The Investor's Guide to Picking Winners and Avoiding Losers in Listed Property - Amazon Link
The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers. 🔊 LIKE ➡ SHARE ➡ SUBSCRIBE 👉 http://peoplepropertyplace.com/