EQIT-2
Vali’s London Compass Strategy
With our second fund, EQIT-2, we are targeting a £20 million investment vehicle focused on supported living real estate opportunities across North, South, East and West London. Building upon our previous fund, EQIT-2 will involve both renovation land development projects. The strategy leverages our established ecosystem approach and existing operational footprint across the regions, enabling us to originate, develop, and operate assets with a high degree of local insight and execution certainty.
Our team brings extensive operational experience in both healthcare and real estate. The leadership includes the founder of Aevi Real Estate Group and Equitas Medicare Group, organisations known for delivering high-quality supported living, complex care accommodation, and strategic property developments. The synergies between these businesses and Vali Capital’s strategy makes us stand out from competitors, as we offer a fully integrated model, allowing us to acquire, construct, and operate our facilities whilst reducing our overheads.
Why Supported Living?
Supported living is a robust, underinvested asset class with high barriers to entry, one which Vali is uniquely positioned to capture the value of. Private capital is essential to build the future of healthcare, and the opportunity has never been stronger.
High Unmet Demand & Government/Local Authority Alignment:
Supported living addresses one of the UK’s most acute social infrastructure challenges. There are an estimated 634,000 supported housing units across the UK, yet only ~57,000 (c.9%) are dedicated to individuals with learning disabilities and autistic people — the largest working-age client group within the system.
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Demand continues to grow. 86% of local authority commissioners expect demand for supported housing to increase over the next five years, while 52% report an existing unmet need today. Meeting projected demand will require a 24% increase in supply by 2040 (c.150,500 additional units), with a further 211,000–490,000 units needed to address unmet need.
Sustainable Income Generation:
Income sustainability is underpinned by long-term local authority commissioning and housing benefit-backed rental structures, providing long-term, non-cyclical cash flows exceeding traditional buy-to-let returns profiles. At the same time, Vali’s strategic use of residential assets offers intrinsic downside protection, preserving alternative-use value and acting as a hedge against market and operational risk.
Limited Property Ownership:
Despite these fundamentals, ownership remains fragmented, with only ~5% of supported living providers operating through freehold properties. Vali Capital’s ecosystem model uniquely positions it to capture this value.