Our strategy is to invest in a diversified portfolio of residential and commercial freeholds and head leases offering the potential for income generation from ground rents that are hedged against inflation and for capital growth from active asset management.

The residential ground rents sector is currently subject to uncertainty relating to leasehold and building safety reform. The Investment Manager’s current strategy is focused on mitigating the risks and consequences associated with this

In other parts of the real estate market there is strong demand for investments offering similar, annuity-style cash flows and we expect this demand to continue.

Real Estate
For a fraction of the cost, you can have diversified investments with REITs

Buying Key Properties

Demand is increasingly concentrated in Cities, offering a competitive advantage in terms of higher levels of GDP, employment and population growth; differentiated local economies with higher-value industries; well-developed infrastructure; and places where people want to live and work. City GDP will change over time and investments will be made in other locations where we see higher rates of future growth that could lead to mispricing opportunities.

Real Estate investment may be suitable for most investors, whether they’re conservative, more aggressive or somewhere in between. That’s because Real Estate track record of reliable and growing dividends, combined with long-term capital appreciation through stock price increases, has provided investors with attractive total return performance for most periods over the past 45 years compared to the broader stock market as well as bonds and other assets.

REITs are not risk free. However we tend to manage risk by sticking to traditional open market exits using conservative sold comparables to form the targeted GDV (Where the GDV is the total sales from selling all the units) and undertaking a sensitivity for each scheme allowing for increases in construction costs via CPI inflations as well as decreases in sale values.