Developing and investing in a shared future


Our Portfolio

Social Housing

Project Client Project Capex (£m) Financial Close
Grimsby Social Housing Inclusion Housing Association 1.5 February 2016

In February 2016 Equitix acquired a portfolio of three residential sheltered housing assets that have been designed and adapted for residents with specific disabilities and supported-living requirements. The properties are situated in Grimsby, Lincolnshire and have been leased to Inclusion Housing Community Interest Company on 30-year FRI leases expiring in April 2044.

Inclusion have a variety of supported living schemes designed to meet a range of housing needs for adults with learning disabilities, mental ill-health, acquired brain injuries, physical & sensory disabilities and Extra Care, including a specialist dementia scheme. They work in partnership with other organisations to meet the specific care and support needs of client groups with particular specialist requirements.

Rents are paid directly from the Local Authority under a nominations agreement with Inclusion and are subject to an annual upwards-only rent review, linked to UK RPI.

Exeter Sheltered Housing Inclusion Housing Association 6 February 2016

In February 2016 Equitix acquired 100% of the equity interests in a specialist accommodation facility for vulnerable and elderly adults. Formerly a 1960s local government accommodation facility, the property has been converted by the vendor into approximately 30 self-contained flats located in the City of Exeter, in south-west England. The SPV has entered into a 40-year lease with Inclusion Housing Association, a specialist provider of sheltered housing to vulnerable individuals.

Renaissance Priority Housing First Priority Housing Association 43 December 2015

Project Renaissance is a portfolio of 77 residential units situated across England and Wales, with a concentration in London and South East England. The residents all have mental disabilities and require long term housing under a supported living regime. The project is structured in long-term (25-year) lease arrangements to First Priority Housing Association and the rents are paid directly by the relevant Local Authority.

Jubilee Extra Care Housing Inclusion Housing Association 15 November 2015

This is a portfolio of residential units that have been converted for use by vulnerable individuals with long-term disabilities. The units are situated across England with a large concentration located in Enfield, North London. For each of the units, Equitix has undertaken a long term (35-year) lease agreement with Inclusion Housing Association, a UK housing association focussed on extra care housing which also has regulatory protection provided by Housing and Communities Agency. The rental payments for the Project are linked to inflation and payable monthly in arrears. Care service for the residents of the units is provided by Craegmoor, a division of the Priory Group, which is one of the UK’s largest providers of care and support for individuals with learning disabilities, autism, Asperger’s, mental health and other related conditions.

North Tyneside Extra Care North Tyneside Council 75 March 2014

In March 2014, the Equitix-led Consortium Solutions 4 North Tyneside was selected to develop 924 ‘Quality Homes for Older People’ (including Extra Care) across the North Tyneside area. These units are spread between 26 schemes, 10 of which are new-build sites and 16 of which are refurbishment sites. Alongside the design and construction of the schemes, the contract includes the management of the facilities for the 28-year duration of the project. Construction of the new build infrastructure works and refurbishment works to existing properties has been sub-contracted out to Galliford Try Construction.

Brunswick Manchester City Council 70 December 2013

The Brunswick Neighbourhood regeneration project on the edge of Manchester City Council comprises the design and construction of the development works, Housing Management, FM and lifecycle of the new and refurbished social homes. The work includes selective demolition of unsatisfactory homes, refurbishment of 654 existing homes with new kitchens and bathrooms, and the development of 200 new social homes including a 60 unit extra care facility and other extensive new infrastructure.

Contour Homes are providing Housing Management services, Galliford Try are the building contractors on the new build infrastructure works and Mears are carrying out refurbishment works to existing properties.

Leeds Little London Leeds City Council 144 July 2013

The social housing project based close to the centre of Leeds, involves the refurbishment of 1248 Properties (comprising flats, houses and bungalows) and the new build of 388 flats and houses. The regeneration of this area will also see new parks and play areas, improving community facilities for local residents. The SPV will be responsible for the provision for a period of twenty years from financial close of operational services comprising: maintenance and lifecycle replacement, estates and environmental maintenance, caretaking and cleaning to communal areas and pest control. The operational services will be provided to the existing dwellings until refurbishment. Construction and Facilities Management services will be carried out by Keepmoat.


Important Information

Equitix is a trading name of Equitix Investment Management Ltd, a private limited company incorporated in England and Wales which is authorised and regulated by the Financial Conduct Authority with firm reference number 471196.

The contents of this website have been prepared for information purposes only. No investment or tax advice is being given on this website. Nothing on this website should be regarded as an offer or solicitation to buy or sell any investment or an offer or solicitation to provide investment services or as a comment on the merits of engaging in any investment transaction or activity or an inducement to do so. Statements made on this website are subject to change, correction or update without notice.

The information on this website is directed exclusively at persons or entities domiciled in the United Kingdom who fall under the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001. Persons who do not have professional experience in participating in unregulated investment schemes should not rely on this information.

In the case of persons outside of the United Kingdom, this website is also only directed to persons who may lawfully access it without breach of law or regulation or imposing any requirement on Equitix or any other person to be licensed, registered or approved in any other jurisdiction. No other person should access the website or act on or otherwise rely on any information in it. If you are an overseas user, it is your responsibility to acquaint yourself with the laws and regulations in your jurisdiction and to ensure that you may access the website without breaching them.

In particular, the information on this website is not directed at or intended for use by residents or citizens of the United States, nor is any of the information an offer of securities for sale in the United States. Securities may not be offered or sold in the United States in the absence of registration under the US Securities Act of 1933 (Securities Act) or an exemption from registration. Equitix has not registered and does not intend to register any securities under the Securities Act and does not intend to make a public offering of any securities in the United States or in any other jurisdiction.

The value of investments may go down as well as up and investors in the products and services referred to on the website may not get back the amount they invested. Any references on this website to past performance of investments are not a reliable indicator of future returns. Users should always acquaint themselves with the contents of any finalised marketing materials before making a decision to invest in any product or service referred to on the website.

Equitix Limited - Registered in England and Wales, Registration number: 6026637
Equitix Investment Management Limited - Registered in England and Wales, Registration number: 6273020 - authorised and regulated by the Financial Conduct Authority.

Registered Office: Welken House, 10-11 Charterhouse Square, London, EC1M 6EH

Equitix Anti – Slavery policy & statement