Our philosophy is built around our understanding of property investment at the strategic as well as asset level. Investment opportunities are created using thematic research, implemented by using our skills as property investment professionals and performance delivered via our knowledge at the local level. This requires experienced and talented professionals, not only in terms of property but also in the development of tax-efficient structures and innovative financing techniques in order to maximise returns.
The three key elements of our investment philosophy
Identifying opportunities – thematic research and strategy
Thematic research and strategy is used to identify opportunities and risks across and within property markets. This can be in terms of sectors, countries, property types and occupiers.
Converting opportunities – stockpicking rigour
Thoroughly understanding and appraising the value drivers of property eg security of income, tenancy and lease expiry profile, reversionary rental, potential change of use, refurbishment/redevelopment angles, is essential.
Exploiting opportunities – earnings quality
Initiatives designed to increase rental income, reduce costs and improve the occupier base in terms of mix, credit risk and lease length as well as refurbishing, redeveloping and repositioning of properties through active management will create value.