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Profit from Labour's planning reforms with this property star

This diversified developer can take advantage of planning law changes to turn its pipeline into cash
Profit from Labour's planning reforms with this property starPublished on August 1, 2024

The UK has a housing problem. Building is sluggish and planning rules play no small part in this. In fact, the planning system is so convoluted and energy-sapping that making a planning application, getting a tree preservation order overturned, or tearing down a particularly ugly 1950s extension is almost a martial art. The Nimbys have won.

Tip style
Growth
Risk rating
Low
Timescale
Medium Term
Bull points
  • Homebuilding push should boost growth
  • Presence in the big box and residential markets
  • Carries the least debt risk in the sector 
  • Two revenue streams 
Bear points
  • Interest rates still high 
  • No Reit tax benefits

Or have they? Changes announced in last month’s King’s Speech amount to the biggest overhaul of planning in years, with a new emphasis on speed. Under Labour, the question is how to increase building, not whether it should be done in the first place, and the government wants to jump-start the system to build 1.5mn new homes.

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