Investment strategies
Real Estate Equity
Investment approach
We operate across the capital stack
The Equity strategy is focused on the deployment of private capital as Preferred Equity into a small number of investment opportunities that offer attractive risk-adjusted returns over short to medium periods.
We invest our funds alongside operators who are specialists in their chosen sector and have an exemplar track record in similar projects.
Between £1,000,000 to £5,000,000 can be deployed per opportunity with a particular emphasis on well-established or growth locations. We maintain a flexible approach to structuring and consider most assets.
Our preference is for residential assets in prime locations.
Sectors
The sectors we invest in
Preferred Equity can be deployed across the three sectors as detailed below, and we consider all opportunities on their individual merits.
The team can consider a wide range of proposals, including single or portfolio acquisitions, residential developments, refurbishments and asset stabilisations.
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We invest on a joint venture basis
Our investment thesis is to invest on a joint venture basis alongside developers or investors who are well capitalised, known to the team, have an exemplary track record and are leaders within their specialist sector.
By being open to opportunities and undertaking rigorous due diligence, we leverage the team’s experience and sector knowledge to provide attractive risk adjusted returns for our private investors.
Investment terms
The terms of our investment
Structure
- Up to 90% of equity requirement
- Preferred Equity position
- Investment term of 1-3 years
Amount
- £1,000,000 to £5,000,000
Partner requirements
- Minimum track record of 2 similar schemes in the past 5 years
- 10% equity contribution
- Strong reputation and no adverse credit or media pages
Property tenure
- Freehold & long leasehold (+125 years)
Locations
- London, core regional cities, strong commuter towns, key growth areas and interesting or exciting new locations across England and Wales, Jersey and I.O.M also considered
Investment type
- Commercial value-add, Prime Central London residential development, alternative asset turnarounds, loan book purchases
Partner equity
- Counterparty must have hard cash equity invested in the opportunity alongside us and evidence of strong cash resources
