Core Strategy
Community-Backed Housing
Inflation-protected income through 5-year+ leases with Registered Providers and local councils across 12 UK regions.
Housing as Essential Infrastructure
The UK faces a structural undersupply of affordable and social housing, with over 1.2 million households on waiting lists. Kennis Capital addresses this gap by acquiring and improving housing stock leased on 5-year+ CPI-linked terms to Registered Providers, with options to extend. This model delivers institutional-grade returns anchored by government-backed demand and inflation-protected income.
Our community-backed approach ensures that capital deployment directly improves housing conditions for residents while generating stable, predictable cash flows for investors. Every asset we acquire is leased to a regulated counterparty before completion.
How We Deliver
Registered Provider Partnerships
We partner exclusively with established Registered Providers regulated by the Regulator of Social Housing. These long-standing organisations manage tenancies, maintenance, and compliance, allowing us to focus on capital deployment and asset improvement.
CPI-Linked Lease Income
All leases are indexed to the Consumer Price Index, providing built-in inflation protection. Initial lease terms of 5 years with options to extend deliver predictable, inflation-protected cash flows that underpin stable investor returns through economic cycles.
Housing as a Service
Our HaaS model treats housing as essential infrastructure. We own the assets, Registered Providers operate them, and residents receive well-maintained, energy-efficient homes. The model aligns incentives across all stakeholders.
Shared Ownership & Purpose-Built Rental
We deploy capital across shared ownership schemes and purpose-built affordable rental, diversifying tenure types within each regional portfolio. This reduces concentration risk while broadening community impact.
Social Impact Alongside Financial Returns
Every investment is measured against both financial targets and social outcomes. We track homes improved, energy savings delivered, tenant satisfaction scores, and community employment generated. Our reporting aligns with the UN Sustainable Development Goals and the Social Value Act 2012 framework.
Homes Improved
Every asset undergoes a condition survey and improvement plan within 90 days of acquisition.
Tenant Outcomes
We measure fuel poverty reduction, satisfaction scores, and wellbeing indicators across the portfolio.
Local Employment
Retrofit and maintenance programmes prioritise local contractors and apprenticeships.