ReSI Investment Strategy

Secure, stable and inflation-linked returns

Our strategy seeks to deliver inflation linked target 5% p.a. dividend and total return in excess of 8 % p.a. ( assuming 2.5% RPI )¹

ReSI,real estate,investment trust,social housing

£

Large portfolio

ReSI has been building and aims to sustain a large portfolio of UK social housing across Shared Ownership, Market Rental, Functional and Sub-Market Rental Housing

ReSI,real estate,investment trust,social housing
ReSI,real estate,investment trust,social housing
ReSI,real estate,investment trust,social housing

Strong counterparty

covenants

Strong counterparty covenants-larger Housing Associations, Local Authorities, leading private operators or shared equity tenants

ReSI,real estate,investment trust,social housing

Forward-funding

ReSI is targeting standing investments and forward fund opportunities

Investment grade

Investments will be limited to property portfolios where long-term matched investment grade equivalent debt funding can be agreed at acquisition

ReSI,real estate,investment trust,social housing

Long lease or freehold

Acquire modern properties on a predominantly freehold or long leasehold basis

ReSI,real estate,investment trust,social housing

Management

Outsourced responsibility for operations and maintenance of properties with operators or tenants

ReSI,real estate,investment trust,social housing

ReSI investment strategy focused on four transaction types

Shared ownership housing

Private rental, temporary housing and university housing

Supported housing, assisted living/sheltered housing and elderly care housing

Affordable and intermediate housing and other

sub-market rental housing

Housing Association ("HA") or Local Authority ("LA") as manager

HA, LA, university

or strong private operator

Care provider or operator (HA, LA or strong private operator)

HA or LA

Allow first time buyers onto property ladder by offering partial ownership

Providing accommodation for those who can’t or  don’t want to purchase own home or have a temporary accommodation need

Purpose built housing for older people and those requiring specially adapted dwellings or a support service

Subsidised rent for key workers and low income groups

None (staircasing sale at open market value)

Freehold interest, maybe subject to reversion

Freehold interest

Freehold interest

Shared Ownership Housing
Market Rental Housing
Functional Housing
Sub-Market Rental Housing
Asset Type
Counterparty
Purpose
Security Title at end of lease
  1. These are targets only and not profit forecasts and there can be no assurance they will be met