Patient Capital investment

In an era of dramatic change, the Patient Capital investor is facing significant challenges and exciting opportunities from factors such as:

• The move out of the city – A reassessment of values in the wake of the pandemic and an increase in remote working may encourage many city dwellers to seek a better quality of life out of the major urban centres. Consumers leaving the city behind them are likely to seek quality housing in developments that have invested in placemaking, communities and facilities. Also, expect interest in sub-urban build to rent to continue to grow as institutional investors bet on the growth of rental demand for good quality family homes.
  
  
• Infrastructure – While out of town living offers the potential for a better quality of life, few are likely to abandon the city entirely. Infrastructure delivery, backed by government projects, will therefore be key to successful long term real estate development. Patient Capital investment will look for opportunities around developing infrastructure. The CaMkOx Arc, and HS2 are obvious opportunities to invest in long term growth.
  
  
• Sustainable development, sustainable investment – Consumer and investor focus on climate change and sustainability, rising energy costs and the drive from business leaders for a “green recovery” will put increasing focus on ethical sustainable impact and energy efficiency. Long term Patient Capital investment is, by its nature, conducive to sustainability when executed responsibly. The successful Patient Capital investor will need to have the ESG credentials of its real estate portfolio in mind.