Housing as a Local Investment Opportunity

The UK is currently facing a significant housing crisis, with the supply of homes failing to keep pace with demand for many years. The country faces a housing shortfall of over 4.3 million homes, with demand rising across all regions and tenures. For institutional investors, this challenge represents a distinctive opportunity for LGPS funds to align financial objectives with local economic priorities.

Join The Good Economy for the third installment of our 2026 sector profile webinar series, following our recent deep dives into SME Finance and Infrastructure. This session will explore the "Housing" pillar of our Place-Based Impact Investing (PBII) model, examining how it can be treated as a strategic asset allocation within a local investing strategy. We will unpack how institutional capital can deliver both commercial returns and positive local impacts through investable housing assets, delivery models, and partnerships.

The panel includes representatives from PATRIZIA, Better Society Capital, Resonance, and Homes England, and it will be followed by the public release of our Housing Sector Summary Report.

Join us for this free insightful webinar by clicking the button below.

Who should attend:

This webinar will be particularly relevant for:

LGPS Pools responsible for designing and executing local investment strategies.
LGPS Administering Authorities responsible for articulating local investment preferences.
Fund managers appointed to manage investments on behalf of LGPS Pools.
Strategic and local authorities looking to understand housing as an investment opportunity to deliver on Local Growth Plans.
Other institutional investors, including DC pension funds and insurance companies.

What you will learn:

The Evolving Policy Context: Understand the impact of the government's ambition to deliver 1.5 million homes by 2029, the introduction of a new 10-year rent settlement for social housing, and the establishment of a National Housing Bank.
Investable Sub-Sectors & Maturity: Explore opportunities across the UK housing sector, including Build-to-Rent, General Needs Social & Affordable Housing, Temporary Accommodation, Specialised Supported Housing, Older People's Housing, and Student Accommodation.
Return Profiles & Structures: Gain insight into expected returns across Core, Core-Plus, Value-Add, and Opportunistic strategies.
Routes to Market: Learn about common investment routes, including direct equity, specialist private funds, listed REITs, and joint venture partnerships.
Risk Mitigation: Discover strategies for managing delivery, policy, affordability, cost volatility, macroeconomic, and impact risks.
Strategic Fit for LGPS: See how housing investments can provide long-term, stable, and often inflation-linked income that aligns well with pension liabilities, while simultaneously generating local jobs, supporting regeneration, and improving health and wellbeing.

Scaling-Up Local Investing for Place-Based Impact

Housing Deep Dive

Housing as a Local Investment Opportunity

Agenda

Introduction and overview of local investing white paper

Housing deep dive - key findings

Panel discussion on the findings and implications

Who should attend:

What you will learn:

All attendees will receive exclusive access to our report prior to the webinar

Expert Speakers

Sarah Forster

Ben Rosoman

Jennifer Murray

Ben Lonsdale

Gemma Bourne

Chris Cullen

Sponsors