Affirm is expanding its 'Buy Now, Pay Later' services into the massive rental housing market, allowing tenants to pay their rent in installments. This strategic entry could boost growth for companies in the property technology and fintech sectors that specialize in rental payments, credit building, and tenant financial services.
Published on January 20
You're getting in early on a major shift that could transform how millions pay rent. This untapped market represents massive growth potential as BNPL expands beyond retail.
The rental housing market represents trillions in annual payments, and these companies are positioned to capture a slice as flexible payment solutions become mainstream.
Property technology is revolutionising real estate, and these picks combine the growth potential of fintech innovation with the stability of housing market demand.
Affirm's groundbreaking move to bring 'Buy Now, Pay Later' services into the rental housing market represents a massive untapped opportunity. This strategic expansion from retail into housing payments could unlock significant new revenue streams for companies positioned at the intersection of finance and property technology.
These stocks span the rental payment value chain, from payment processing and credit assessment to property management platforms. They're positioned to benefit as flexible payment solutions become mainstream in the £2 trillion rental housing market, offering growth potential in an emerging fintech sector.
Each company was handpicked by professional analysts based on their strategic position in rental payments, property technology, or financial services that could integrate with or benefit from BNPL housing solutions. They represent the infrastructure needed to modernise how tenants pay rent.
This basket's total market capitalisation is $36.53B and is heavily concentrated in a few large-cap constituents. That concentration is likely to anchor performance, yielding a more stability‑tilted profile compared with small‑cap-heavy baskets.
AFRM: $24.68B
PGY: $1.77B
PAY: $3.65B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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SMARTRENT INC
SMRT
Current Price
$1.43
This company provides smart community and operations solutions for the rental housing industry, creating a platform where BNPL services could be integ...
This company provides smart community and operations solutions for the rental housing industry, creating a platform where BNPL services could be integrated.
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On average, analysts expect assets in this group to grow 56.19% over the next year.
10 of 11 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitiv Ltd.
If you invested across these assets:
In 12 months it might be worth:
+56.19%
