Insights
Insights & Research
Thought leadership, market analysis, and research from the Kennis Capital investment and research teams.
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Subscribe belowQuarterly Market Commentary Q1 2026
An analysis of UK housing market dynamics, interest rate trajectory, and their implications for institutional allocators in the affordable housing sector.
Read moreUK Housing Market Outlook: Supply, Demand, and the Structural Deficit
A deep-dive into the UK's 4-million-home deficit, planning reform progress, and where institutional capital can have the greatest impact on supply.
Read moreESG Impact Report 2025
Our annual ESG report covering portfolio-wide EPC improvements, carbon reduction achievements, and social impact metrics across all fund vehicles.
Read moreKRAIF Fund Performance Update Q4 2025
Quarterly performance summary including NAV progression, capital deployment activity, and portfolio composition changes during Q4 2025.
Read moreDecarbonisation and the UK Built Environment
How regulatory mandates, tenant expectations, and energy economics are converging to create a compelling investment case for retrofitting residential assets.
Read moreDistributed Energy: Monetising Solar at the Asset Level
Examining the unit economics of co-located solar PV and battery storage on residential portfolios, and the revenue models that make it work.
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