Growing Homes: Creating Additionality through Single-Family Housing

The UK is experiencing a shortage of quality rental housing for middle‑income earners, while households need places that are affordable, high‑quality and energy‑efficient. Our latest white paper, created alongside Akerlof, explores how place-based impact investing can help close this gap when impact is embedded from design through to delivery, enabling investors to drive meaningful change whilst generating strong returns.

In the current new regime, Canadian real estate is no longer just a yield play. It is a strategic “shield.” A repricing mechanism. A scarce store of value that responds almost mechanically to debasement, adjusting upward in price to reflect declining value changes in the denominator – money itself.