Portfolio investment strategy and pooled fund establishment

Client Overseas private client(s)

Asset Location UK & Ireland

Description Formulation of investment strategy and investment advisory role in relation to the establishment of a new pooled property fund designed for overseas investors.

Returns Under development.

Portfolio investment strategy

Client UK Pension Fund

Asset Location UK-wide

Description Formulated and executed an investment strategy for a new allocation of c. £150m between 2010 and 2013

Returns 12.6%pa total return over 3 years to March 2015 compared to market return of 11.1%pa

Deal execution

Client UK Pension Fund

Asset Location St Albans

Description Acquisition of an investment property by development funding

Returns 18.8%pa total return from purchase to March 2015

Deal execution

Client Overseas investment manager

Asset Location London

Description Acquisition of an investment property to form part of a larger established pan-European portfolio

Returns Acquired July 2015.

Adding value by asset management

Client Overseas private client(s)

Asset Location Farnborough

Description Direct development of an extension to a shopping centre.

Returns Pre-lets agreed, expected profit of £3.3m on costs of £6.7m.

Maximising value on exit

Client UK Pension Fund

Asset Location South east supermarket asset

Description Asset acquired in 2009, held for its strong inflation-linked income return and sold in 2015 generating a total return of 13.5% per annum

Returns 13.5% pa

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