Investment Strategy
Our investment strategy is to maximise returns on equity invested through the acquisition, financing, active management and disposal of UK real estate and real estate related opportunities. We are geographically and sector-diverse in our approach, investing across the UK and in all sectors and assess every potential opportunity on its own merits. We have a very broad network of established contacts throughout the real estate, leisure, banking, advisory and finance sectors and through these contacts we look to source a diverse range of opportunities (see Origins of Deal Flow). Our preferred deal size can range from £20m up to £500m (enterprise value or asset value), though we will consider smaller deals where an asset is a bolt on to an existing investment (i.e. hotels). We will also consider larger deals on the basis that we have a substantial pool of potential co-investors or JV partners that we could call on to bid alongside us.
Through macroeconomic analysis, together with detailed sector and deal analysis we look to identify:
- sectors and sub-sectors with advantageous demand cycles alongside positive economic and demographic trends
- opportunities in such sectors and sub-sectors where we can enhance both capital and income returns with active corporate, asset and financial management
We aim to distinguish ourselves from our perceived peer group by our abilities to:
- identify new trends and market gaps ahead of others
- identify strategic opportunities that require innovative and entrepreneurial thinking
- formulate innovative financing/equity structures
- optimise relationships with joint venture partners, management teams and debt providers
- employ creative asset management initiatives to maximise an asset’s potential
We do this through the coordination of three teams within Moorfield:
Please see the following for further information:
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