How can a £275 million property portfolio save UK taxpayers £75 million a year AND deliver stable, inflation-linked returns for investors?It’s not a hypothetical question. It's the reality of the specialist supported housing sector.In this deep-dive episode of The Rodcast, I sit down with Ben Green and Adrian D'enrico from Atrato Capital, the new investment advisors to the Social Housing REIT. They reveal the inside story of their transition from managing supermarket-backed assets to taking the helm of a nationwide portfolio providing essential, adapted homes for the UK's most vulnerable adults.We explore everything from the financial mechanics of a REIT structure and the benefits of daily liquidity on the London Stock Exchange, to the operational reality of managing 494 properties and the critical importance of achieving 90% occupancy.If you are an investor looking to understand a sector with a genuine social impact, backed by government funding and long-term, inflation-linked leases, this conversation is unmissable.IN THIS EPISODE, YOU'LL DISCOVER:The Big Switch: Why Atrato Capital pivoted from supermarket income to social housing.A Deeper Purpose: A look inside the world of specially supported housing and the positive impact it has on residents' lives.The Financial Nuts & Bolts: The advantages of the REIT structure, their current debt strategy, and how they approach property valuation.On the Ground Reality: The operational challenges of managing a nationwide portfolio, from annual inspections to achieving EPC compliance.Navigating the Market: How they are tackling inflation, managing rent adjustments, and deciding between share buybacks and new investments.KEY INSIGHTS & STRATEGIES DISCUSSED:The strategic push to improve occupancy rates from 86% to 90%.The operational necessity of conducting over 200 property inspections annually.Why strong relationships with care providers are mission-critical.Tackling the 2030 EPC compliance deadline.The capital allocation dilemma: Share buybacks vs. new property investments.Don't forget to LIKE, SUBSCRIBE, and hit the NOTIFICATION BELL so you never miss an episode of The Rodcast! Hosted on Acast. See acast.com/privacy for more information.

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