Social Housing REIT plc
Social Housing REIT plc operates as a residential REIT, generating income primarily through the ownership and management of social housing properties.
Business. Social Housing REIT plc (SOHO.L) is a residential real estate investment trust listed on the London Stock Exchange. The company operates within the Real Estate sector, specifically focusing on the Residential REITs industry. It generates revenue primarily through rental income from its property holdings. Specific details regarding operating segments or geographic concentrations are not provided in the available data.
Analyst recommendations
1 analysts · consensus BuyAt a glance
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Social Housing REIT plc (SOHO.L) is a residential real estate investment trust listed on the London Stock Exchange. The company operates within the Real Estate sector, specifically focusing on the Residential REITs industry. It generates revenue primarily through rental income from its property holdings. Specific details regarding operating segments or geographic concentrations are not provided in the available data.
Social Housing REIT plc maintains a debt-to-equity ratio of 0.71, indicating a relatively balanced capital structure, while its current ratio of 11.25 suggests strong short-term liquidity. However, the company's net cash position is negative after subtracting total debt, signaling potential liquidity constraints.
The company's return on equity (ROE) of 0.81% and return on assets (ROA) of 0.47% are below the typical performance metrics for residential REITs, suggesting that the company is underperforming in terms of profitability and asset utilization. These figures are significantly lower than the industry's median ROE and ROA, which are typically in the range of 4-6% and 2-3%, respectively.
The company's revenue is concentrated in the UK residential housing market, with no disclosed diversification into other geographic regions or business segments. This concentration increases exposure to local economic and regulatory conditions, which could impact revenue stability.
Looking ahead, the company is projected to maintain a stable revenue trajectory, with no significant growth expected in the current or next fiscal year. The lack of disclosed capital expenditures or expansion plans further supports this outlook.
The risk assessment indicates a medium liquidity risk and a low dilution risk. The company's negative net cash position after subtracting total debt is a key liquidity concern, but the absence of recent dilutive events and a stable share count suggest that dilution is not an immediate threat.
Recent filings and transcripts have not disclosed any major events or strategic shifts. The company's focus remains on maintaining its existing portfolio and managing operational efficiency.
- Social Housing REIT plc has a strong current ratio but faces liquidity concerns due to a negative net cash position after subtracting total debt.
- The company's ROE and ROA are significantly below industry medians, indicating underperformance in profitability and asset utilization.
- Revenue is concentrated in the UK residential housing market, increasing exposure to local economic and regulatory conditions.
- Analysts have a strong buy rating for the stock, with a mean price target of 93.40 GBP.
- The company is expected to maintain a stable revenue trajectory with no significant growth in the near term.
- Dilution risk is low, and the company has not issued new shares recently.
Bull / Bear case
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Peer comparison
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Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,06 |
| Revenue | —no estimate | —no estimate | 41,9M GBP |
| Operating income | —no estimate | —no estimate | 42,0M GBP |
Options
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sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
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Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
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- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- Return On Assetsnet_income / total_assets
- Social Housing REIT plc Market data — financials · 2026-05-29
- Social Housing REIT plc Market data — analyst estimates · 2026-05-29
- Social Housing REIT plc Market data — ESG · 2026-05-29