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.
Grainger: Progressive
Jan 20, 2025Disclaimer & Declaration of Interest
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