Deep Dive: Investment case for social housing is compelling

Asset managers increased 350%

Annabel West, analyst at Redington, dives into alternatives

The investment case for social housing is compelling - stable, diversified cashflows, underpinned by good credit fundamentals and with low correlation to other sectors. Unlike some opportunities in real estate, social housing has needs-based demand. The demand for appropriate accommodation in the UK is higher than ever, with an estimated one in ten households stuck on housing waiting lists for more than five years. It will come as no surprise, therefore, that social housing as an asset class is catching the eye of many investors.  What is the opportunity set? Social housing as an asset...