Stability of residence is a core aspiration of most UK households. Traditionally, this has been through homeownership, and recently the advent of institutionally backed private-rented sector (“PRS”) accommodation which has similar characteristics. We believe that companies involved in the provision of PRS – Sigma Capital and Grainger – are likely to be beneficiaries of economic weakness which results from Brexit driving demand for more affordable accommodation. We see this as an entry point to c ....
01 Jul 2016
N+1 Singer - Private-Rented Sector: Brexit Reaction - Shelter in a looming storm
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N+1 Singer - Private-Rented Sector: Brexit Reaction - Shelter in a looming storm
Stability of residence is a core aspiration of most UK households. Traditionally, this has been through homeownership, and recently the advent of institutionally backed private-rented sector (“PRS”) accommodation which has similar characteristics. We believe that companies involved in the provision of PRS – Sigma Capital and Grainger – are likely to be beneficiaries of economic weakness which results from Brexit driving demand for more affordable accommodation. We see this as an entry point to c ....