Investment Strategy
Focused strategies.
Long-term income.
Overview
Adraba invests through two concentrated real estate strategies, each focused on assembling scaled portfolios of durable long-term income.
Strategy I
London Social Housing
Adraba invests in residential real estate across London where structural housing demand and partnerships with established housing counterparties can create durable income.
- Market
- Residential real estate across London.
- Demand
- Locations supported by strong underlying housing demand.
- Counterparties
- Established housing operators, local authorities and institutional counterparties.
- Income
- Long-term contractual rental income.
- Approach
- Portfolio aggregation and responsible long-term ownership.
- Function
- Investment strategy with a positive social utility.
Strategy II
Long-Leased Hotels
Adraba acquires hotel real estate across major UK regional cities, primarily where properties are leased to established national hotel operators under long-term occupational agreements.
- Market
- Hotel real estate across major UK regional cities.
- Operators
- Established national hotel operators under long leases.
- Income
- Predictable contractual rental income with strong tenant covenants.
- Location
- Operationally important properties in strong city-centre locations.
- Property
- Underlying real estate value and alternative-use optionality.
- Portfolio
- Diversified, long-income UK hotel portfolio.
Geographic Focus
London and major UK regional cities.
London is the principal market for the housing strategy. The hotel strategy is deployed across the UK's principal regional centres.
Investment Universe
- LondonHousing
- Manchester
- Birmingham
- Leeds
- Bristol
- Edinburgh
- Glasgow
- Liverpool
- Newcastle
- Sheffield
- Nottingham
- Cardiff
Illustrative regional focus for the hotel strategy. London is the principal market for the housing strategy.