Grainger, the UK’s largest quoted landlord, is at an ‘inflexion point’ in its nine-year transformation strategy to focus on build-to-rent (BTR), we believe, just as the new government is actively supporting measures to boost the undersupplied private rental market. This has been exacerbated by buy-to-let (BTL) landlords exiting the market. Grainger could be a proxy for these and other investors: income and capital growth, at scale, without the inconvenience of property management – plus greater tax efficiency once Grainger converts to a REIT in FY26E.

20 Jan 2025
PROGRESSIVE: Grainger - Switched on to income surge from Generation Rent

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PROGRESSIVE: Grainger - Switched on to income surge from Generation Rent
Grainger plc (GRI:LON) | 218 0 0.0% | Mkt Cap: 1,617m
- Published:
20 Jan 2025 -
Author:
Alastair Stewart -
Pages:
15 -
Grainger, the UK’s largest quoted landlord, is at an ‘inflexion point’ in its nine-year transformation strategy to focus on build-to-rent (BTR), we believe, just as the new government is actively supporting measures to boost the undersupplied private rental market. This has been exacerbated by buy-to-let (BTL) landlords exiting the market. Grainger could be a proxy for these and other investors: income and capital growth, at scale, without the inconvenience of property management – plus greater tax efficiency once Grainger converts to a REIT in FY26E.