investment case studies

HERMES REIM

Property purchased on behalf of Hermes REIM
Aug 2009 for £3.5 m

Sold on behalf of the same client 10 months later
following grant of new lease to All Saints for £5.2 m

GLANCEPRESS LIMITED 

Advised on the sale of  34/42 Market Place,
2/16 Peach St and The Arcade Wokingham
to Wokingham Borough Council.

£9.5m - 7% initial yield.

ROCKSPRING

Introduced, and advised on the purchase of the
Quattro Shopping Centre Portfolio. Price £136m.

Subsequently retained, in conjunction with
The Other Retail, Group to progress asset
management initiatives.

Properties:  Falkirk, Gloucester, Romford, Southampton.

AXA SUN LIFE ASSURANCE

Let to Marks & Spencer plc

Advised on the freehold acquisition for £12.425m.

5.9% Initial Yield

Investment Acquisition of the WH Smith
at 9 Pydar Street let for a further 14 years 

Acquired for a Private Family Trust
for £5,040,000 – 5.37% 

ROCKSPRING

Acquired retail and office building let to HSBC,
Starbucks, Country Casuals, Secretary of State etc.

£9,600,000 which represents an initial yield of 7.22%. 

GUILDFORD - FREEHOLD INVESTMENT SALE

Sold 59 High Street, Guildford on behalf of RVLP.
Let to O2 for a further 5.5 Years 

Achieved £5.5m which reflects 3.77 % Initial Yield
- the lowest Initial Yield in 2011.

The Broadway Shopping Centre, Hammersmith.
Rent review on behalf of William Ewart Properties

Rent Review dispute, negotiated settlement not possibl
eSimon Gouldbourn lodged Expert Witness Reports
on behalf of the landlord.
Independent Expert Determination at rent substantially
ahead of previous passing rent.