Triple Point Social Housing REIT - Resilience based on strong fundamentals

In H122, index linked rent increases and acquisitions supported a continuation of consistent positive returns for Triple Point Social Housing REIT (SOHO). Its borrowings are long term and at fixed rates, and provide scope for further external growth. If adopted, a cap on social housing rent increases would compound the inflationary pressures on operator lessee margins but SOHO’s revised investment policy provides it with additional flexibility to manage the effects.