Investment thesis
Why multi-let residential is the most mispriced institutional opportunity
The valuation gap over mainstream build-to-rent reflects structural fragmentation, not cyclical risk, and the window is closing.
News & Insights
Analysis and commentary from 18 Main on residential real estate, sector structure, and the case for institutional aggregation.
The valuation gap over mainstream build-to-rent reflects structural fragmentation, not cyclical risk, and the window is closing.
How a retail-dominated sector was consolidated by a single disciplined operator and exited to the public market.
How planning and licensing policy has effectively capped new supply across dozens of councils, and what that means at exit.