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Index/Finance/The Return: Property & Investment Podcast
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Aviva: Funding Stalled Housing Deals

The Return: Property & Investment Podcast · 2026-03-12 · 21 min

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Episode notes

Send us a Text If you're a developer trying to get homes built right now, you're stuck between two impossible choices: Pay what the landowner needs and lose money on the build. Or offer what the numbers say you can afford - and watch the deal die. Traditional deals are stalling everywhere. Finance and build costs are too high, sales are too slow, and the gap between what a developer can afford to pay for land - and what the landowner will accept - has become a chasm. But developers still want to build profitably, lenders and investors still want to back them, landowners still want to unlock value, and everyone agrees we desperately need more homes. Maybe the problem isn't a lack of motivation - it's that the traditional deal structure is outdated. What if the answer isn't trying to find a motivated seller who can offer cheaper land, or waiting for rates to drop - but structuring the deal itself completely differently, and working with the right kind of investors?

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