)
Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Social Housing Reit
Social Housing Reit (SOHO) investor relations material
Social Housing Reit Acquisition presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Acquisition presentation summary17 Jun, 2026
Strategic acquisition and transaction overview
Conditional agreement to acquire the Fern senior living portfolio, the UK's largest independent senior living rental portfolio with 2,163 assets valued at £185.3m, at a 6.63% valuation yield.
Acquisition financed through a mix of shares issued at EPRA NTA, cash, and £92.1m of 17-year fixed-rate debt at 3.46%.
Transaction completion expected mid-July 2026, subject to shareholder and lender approvals, with rebranding to Living REIT (LIVE).
Enlarged group gross asset value (GAV) to increase to approximately £831m post-acquisition.
Financial impact and portfolio characteristics
Expected high single-digit EPS accretion in the first full financial year post-acquisition.
Net rental income for the combined portfolio projected at £51.5m, with 84% of properties EPC C or above.
Fern portfolio offers inflation-aligned rents, strong occupancy (97%), and sustainable rent levels.
Average resident tenure in Fern exceeds five years, with quality, self-contained flats and on-site support.
Market context and strategic rationale
Acquisition leverages demographic tailwinds, with the UK over-55 population projected to reach 23.9m by 2032.
National shortage of senior living units is expected to grow, with a 170,000-unit shortfall forecast by 2035.
Senior living sector valued at £63bn, with increasing shift towards rental models for flexibility and financial security.
Fern portfolio targets the growing demand for affordable, age-restricted rental housing for those aged 55+.
Explain the £30m mark-to-market debt benefit
Impact of Fern on top 2 counterparty exposure
Compare resident tenure: SSH vs Senior Living
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Social Housing Reit
- Adjusted earnings and EPS up 21%, net rental income up 12%, with growth and sustainability focus.SOHO
H2 202527 Mar 2026 - Rental growth, improved rent collection, and asset sales support resilient H1 2024 results.SOHOH1 202420 Jan 2026
- EPS up 22%, dividend increased, and inflation-linked income supports growth.SOHOH1 202527 Dec 2025
- Cost savings and earnings growth expected as rent collection and management improve.SOHOH2 202426 Dec 2025
Next Social Housing Reit earnings date
H1 20269 Sep, 2026
Social Housing Reit
Next Social Housing Reit earnings date
H1 20269 Sep, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Explore our global coverage