Investment Uncut: Jenny Harbord - Is affordable housing the next frontier for institutional investment?
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Institutional investment in residential property is growing, with affordable housing an emerging subsector. The UK affordable housing sector offers an attractive combination of secure, inflation-linked cashflows and strong social impact. Current market conditions (including a severe housing shortfall, rising rental yields, and a supportive ESG framework) provide a compelling entry point for institutional investors. However, thoughtful navigation of political and operational risks is essential. Is affordable housing a “win-win” sector with strong social impact and robust financial returns?
In this week’s episode, we speak with Jenny Harbord, Head of Real Assets at LCP, to explore the UK affordable housing market and why institutional investors are increasingly drawn to this sector. For our Views from the Boardroom section, Jacob speaks to Sarah Smart (Chair at TPR) to talk about the challenges and opportunities facing the pension scheme industry.
What’s one thing you would like listeners to take away?
- The key is to remember that housing is someone’s home – a foundation to their life and lifestyle. Investors should focus on delivering that, and then the financial returns will follow.
Any recommendations?
Each LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP does not provide any warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. Past performance is not indicative of future returns. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
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