Logotype for Social Housing Reit

Social Housing Reit (SOHO) investor relations material

Social Housing Reit H1 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Social Housing Reit
H1 2025 earnings summary10 Sep, 2025

Executive summary

  • Focused on UK specialist supported housing, providing essential social infrastructure for vulnerable adults through a diversified portfolio of 492 properties and 3,412 lettable homes, delivering significant taxpayer savings and social impact.

  • Key initiatives included driving EPS growth, resolving tenant and portfolio challenges, and addressing approved provider credit risk, with strong progress and proactive management evidenced in the period.

  • Improved operational discipline, transparency, and financial performance under new management, with a focus on sustainable returns and socially impactful housing.

  • Portfolio is well positioned for further EPS growth, supported by inflation-linked leases and long-term solutions for credit risk.

  • Dividend target increased by 3% to 5.62p per share, reflecting confidence in earnings and a return to a progressive dividend policy.

Financial highlights

  • Net rental income rose 19% sequentially and 4% year-over-year to £19.8m, reflecting improved rent collection.

  • Adjusted EPRA earnings per share up 22% year-over-year to 3.3p; dividend cover improved to 1.21x.

  • EPRA cost ratio reduced to 16.5% from 18.7% year-over-year, with overheads down 11% and management fees down 33%.

  • EPRA NTA per share at 30 June 2025 was 95.6p, down from 99.0p at year-end 2024, mainly due to a property revaluation loss.

  • Rent collection at 91.4% for the period ended 30 June 2025.

Outlook and guidance

  • FY25 target dividend set at 5.62p, with a return to a progressive dividend policy and potential for further earnings growth.

  • Portfolio expected to benefit from uncapped, inflation-linked income, with 86% of rental income linked to inflation and supported by government policy.

  • Ongoing portfolio optimization, sector leadership, and cost discipline expected to drive recognition and sustainable returns.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Social Housing Reit earnings date

Logotype for Social Housing Reit
H2 202523 Mar, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Social Housing Reit earnings date

Logotype for Social Housing Reit
H2 202523 Mar, 2026

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Social Housing REIT is a UK-based real estate investment trust focused on acquiring and leasing residential properties for supported housing. The company partners with housing associations and care providers to supply accommodation for individuals with special needs or requiring care services. Its portfolio primarily consists of long-term leased homes aimed at social impact and stable income generation. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage