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OUR STRATEGY

Real assets. Structural demand. Long-term relevance.

CCI focuses on residential strategies where we believe there is an identifiable mismatch between the availability of appropriate housing and underlying demand.

OUR LIVING SECTORS

Housing across every stage of life

Our focus spans the entire housing lifecycle, from student and graduate accommodation through to later living and specialist care. Each sector is underpinned by structural demand and long-term demographic tailwinds.

INVESTMENT PILLARS

Five pillars of value creation

Our investment approach centres on real assets underpinned by structural demand, targeting housing sectors where supply is constrained and long-term relevance is assured. Each pillar contributes to a compounding return profile across the portfolio.

I

Existing housing stock

Acquiring and improving properties capable of being returned to productive use quickly. We target properties below intrinsic value that can be refurbished cost-effectively, generating immediate rental income upon completion.

6-12 monthsaverage time to income
II

Residential portfolios

Working with owners and capital partners on larger portfolios and structured acquisition programmes. Our scale enables us to acquire portfolios of 10-500+ units, unlocking pricing efficiencies unavailable to smaller buyers.

2,800+ unitsportfolio pipeline
III

Development & redevelopment

Repositioning existing buildings and supporting new residential supply where appropriate. This includes conversions of commercial and retail assets to residential use under permitted development rights and new-build where land values support it.

15-25%target IRR on development
IV

Long-term income

Creating opportunities for recurring rental income through appropriate operating and leasing structures. We build predictable, inflation-linked revenue streams across tenures of 3-25 years, providing stable cash flow to investors.

6-9% net yieldtarget rental income
V

Capital appreciation

Improving assets through acquisition discipline, refurbishment, optimisation and active management. Our value-add strategy typically delivers 20-40% uplift through targeted interventions in EPC compliance, space reconfiguration and operational improvement.

20-40%average capital uplift
MARKET THESIS

Why UK residential

The UK housing market presents one of the most compelling structural investment opportunities in global real assets. Decades of undersupply, a growing and urbanising population, and one of the lowest rates of institutional ownership in any developed economy create a durable demand-supply imbalance that underpins our conviction.

4.3MHousing deficit

The UK needs an estimated 4.3 million additional homes to meet current demand. Annual completions of circa 220,000 units remain well below the 340,000+ required.

67.7MPopulation & growing

The UK population is projected to reach 70 million by 2030. Net migration, household formation, and longer lifespans all contribute to sustained demand.

4.6MPrivate renter households

The private rented sector has doubled in 20 years and now houses over 4.6 million households. Affordability barriers to ownership ensure continued growth.

<3%Institutional ownership

Less than 3% of UK private rented housing is institutionally owned, compared to 37% in the US, 44% in Germany, and 60%+ in parts of Scandinavia.

8.5%Average rental growth (2023-25)

Rental growth has significantly outpaced inflation across most UK regions, driven by supply constraints and increasing tenant demand.

1.2MWaiting list households

Over 1.2 million households sit on social housing waiting lists across England alone, with similar pressures in Scotland and Wales.

Institutional ownership of private rented housing

UK
3%
Australia
12%
United States
37%
Germany
44%
Netherlands
52%
Sweden
62%

Source: Savills Research, MSCI, company analysis. Figures approximate.

REGIONAL STRATEGY

Investing beyond the postcode

A regionally diversified strategy targeting established and emerging residential markets across the UK. Our local knowledge and on-the-ground teams identify value where national buyers often overlook.

London

London

Selective acquisition, repositioning and optimisation of residential and mixed-use opportunities across Greater London.

4.5%Avg. yield
9.0MPopulation
Midlands

Midlands

Scalable acquisition and improvement of existing housing stock across Birmingham, Coventry, Nottingham and Leicester.

7.8%Avg. yield
+3.2%Pop. growth
South Yorkshire

South Yorkshire

Affordable residential acquisition and refurbishment programmes in Sheffield, Rotherham and Doncaster responding to local housing requirements.

8.4%Avg. yield
£148KAvg. price
North of England

North of England

Longer-term deployment into Manchester, Leeds and Liverpool where relative affordability and housing demand create attractive residential fundamentals.

7.2%Avg. yield
+4.3%Pop. growth
Scotland

Scotland

Targeting Edinburgh, Glasgow and Aberdeen where strong university presence and economic diversification drive sustained rental demand.

6.9%Avg. yield
310KStudent pop.
Wales & South West

Wales & South West

Emerging opportunities in Cardiff, Bristol and Swansea driven by regeneration programmes and growing tech employment hubs.

7.1%Avg. yield
£2.4BRegen. investment
OUR APPROACH

From origination to operation

CCI brings together capabilities that would traditionally sit across multiple organisations — sourcing, acquisition, refurbishment, leasing, property management and asset optimisation — into a single, vertically integrated platform. This end-to-end model eliminates friction between stages, reduces costs, accelerates time-to-income, and gives our investors full visibility from deal origination through to long-term performance.

01

Identify

Data-led identification of locations, properties and housing requirements. We analyse over 40 metrics including local rental yields, void rates, population trends, transport connectivity, and regeneration plans to pinpoint the highest-conviction opportunities.

02

Acquire

Disciplined sourcing and acquisition of individual properties, portfolios and development opportunities. Our proprietary deal flow includes off-market transactions, receiver sales, portfolio wind-downs and direct vendor relationships, enabling acquisition at below-market pricing.

03

Improve

Refurbishment, repurposing, compliance and improvement of existing housing stock. Our in-house construction management team oversees specification, procurement and delivery, ensuring EPC compliance, building safety standards and quality finishes within budget.

04

Deploy

Matching appropriate assets with operators, residents, landlords and housing requirements. We maintain relationships with over 50 housing associations, local authorities and approved operators to ensure every asset is deployed to its highest and best use.

05

Operate

Technology-enabled monitoring, compliance, property management and asset oversight. Our platform provides real-time visibility across the entire portfolio including rent collection, maintenance, voids, safety compliance and tenant satisfaction metrics.

06

Optimise

Ongoing assessment of income, performance, capital value and opportunities for refinancing, repositioning or disposal. We conduct quarterly portfolio reviews and continuously evaluate whether to hold, improve, refinance or realise each asset to maximise total returns.

ORIGINATIONACQUISITIONIMPROVEMENTOCCUPANCYMANAGEMENTASSET PERFORMANCE
PARTNER WITH CCI

Ready to invest in the UK’s living infrastructure?

Whether you are an institutional investor, family office, or strategic partner, we would welcome the opportunity to discuss how CCI’s platform can deliver resilient, income-generating residential exposure.

1,400+Units managed
7Living sectors
6UK regions
15+Years experience