)

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.
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.
Next Social Housing Reit earnings date

Next Social Housing Reit earnings date

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.
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.
)
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.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
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.
)
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.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
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.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
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.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
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.
Explore our global coverage