Kickstarting Britain's next housing revolution

6 February 2026

Getting business from government doesn't have to be a bad thing.

Case in point: Britain's Serco Group plc (ISIN GB0007973794, UK:SRP). The London-listed company is a global leader in outsourced government services, spanning defence, healthcare, justice, immigration, transport, and citizen services. Once dubbed "the company that is running Britain", Serco generates BILLIONS from government contracts.

Since I featured Serco in a research report in August 2022, the stock has risen 70%, including dividends.

Today, another company is poised to benefit from contracts soon to be handed out by Westminster – this time in the housing sector.

This company plans to address Britain's housing shortage using a more "American-style" approach: faster turnover in housebuilding, more efficient capital use, combined with a return to the government-driven model that resolved the housing shortage after the Second World War. In 2026, this strategy appears ready for a strong comeback.

It's a London-listed group with a large market cap and the potential for a multi-bagger return.

The stock is currently so bombed-out and cheap that it wouldn't take much good news to push the share price higher.

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