@rodcast_itp: Is institutional capital missing a major opportunity in the UK's existing housing stock? 🏡 On the latest #Rodcast, Paul Morton CEO of G2M Group unpacks the dynamics, why institutional capital often overlooks existing homes, and his unique strategy for finding value and generating cash in today's challenging market. We discuss; PAUL'S JOURNEY - From chartered accountant to venture capital, and his evolution into property, shifting from trading to a unique investment model. UK HOUSING MARKET DYNAMICS - Deep dive into what's driving home supply, why landlords are exiting, and the resulting squeeze on rental opportunities for average/lower-income households. INSTITUTIONAL INVESTMENT INSIGHTS - Why big capital has historically shied away from UK residential (especially existing homes vs. new builds) and what they might be missing in a fragmented market. INVESTMENT MODEL DEEP DIVE - The G2M Group's data-driven approach to identifying their investment "sweet spot," considering factors like fixed costs in lower-value properties and rent ceilings at the higher end. Why they favour a cash-generating model and the importance of understanding capital replacement cycles. CHALLENGES & SOLUTIONS IN HOUSING - The drivers of problems in existing housing stock and the impact of schemes like "Right to Buy" on social housing. Discussion on sustainable tenancies, affordability, and the significant amount of unclaimed welfare. BUSINESS & GROWTH STRATEGY - How Paul's CEO role has evolved with business growth. The rationale behind de merging investment and operational parts of the business and managing culture changes. The biggest risks to G2M and their mitigation strategies, emphasising a resident-centric approach. MARKET OUTLOOK & REGULATION - The significance of the £300 billion annual turnover in existing homes. The potential impact of regulation (including Energy Performance regulations) on the housing market and investment strategies. and a whole lot more. Check out the full episode on Youtube or listen on your favourite podcast platform. Links in the comments section. Don't forget to like and subscribe to the channel. Engagement and reviews help us to keep attracting great guests like Paul so I always appreciate it. #buildtorent #Rodcast #affordablehousing #propertyinvesting #housingmarket #propertyinvesting

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Thursday 29 May 2025 11:56:31 GMT