Andrew Jones

Chief Executive, Londonmetric Property

Search every verified Andrew Jones interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Andrew Jones, CEO of LondonMetric Property, has discussed the company's investment strategy in two recent podcast appearances. He described three consumer behavior trends that guide LondonMetric's capital allocation: the increasing value of time, which supports investment in convenience grocery; the convenience of online shopping, which drives demand for logistics and last-mile warehousing; and a shift in discretionary spending away from general merchandise toward experiences and entertainment. Jones cited his own sons in their mid-20s as an example, noting that they allocate their spending to events such as concerts, sports matches, and theme parks rather than clothing, which they reserve for birthdays and Christmas. Jones also described himself as a capital allocator first and a property person second, tracing this perspective to his teenage interest in stock market investing. He stated that size was never a strategy for LondonMetric but rather an outcome of successful strategy. Jones noted that one of his shareholders coined the phrase "NAV stands for not actual value," and said he believes that in difficult sectors such as out-of-London offices and large parts of retail, assets are challenging to value.