Moorfield’s investment strategy is predicated on acquiring real estate, real estate-related opportunities and asset rich companies where active corporate, asset and financial management is expected to enhance both income and capital returns, thereby providing attractive risk-adjusted returns to its investors.

Central tenets to Moorfield’s investment philosophy include the following:

EXCLUSIVE AND SINGULAR FOCUS ON UK REAL ESTATE ACQUISITIONS
Since 1996, Moorfield has been exclusively focused on the UK market. Despite having real estate experience in other European countries , the senior management decided to concentrate on the UK market where each has over 20 years extensive knowledge and experience. They believe that the UK real estate market offers attractive investment opportunities at almost every point of the economic and real estate cycle, capitalised upon by a timely varying of investment focus.

PAN UK ACQUISITION STRATEGY
Unlike many pan-European real estate funds, whose UK market presence is limited predominately to London, Moorfield has extensive relationships and experience outside of Central London, having completed real estate acquisitions across office, retail and industrial (amongst other asset classes) in the majority of the principal UK towns & cities, namely: Edinburgh, Glasgow, Newcastle, Leeds, Liverpool, Manchester, Birmingham, Nottingham, Cambridge, Oxford, London, Guilford, Kingston-Upon-Thames, Slough, Windsor, Maidenhead, Swindon, Reading, Bath, Bristol, Cardiff, Chelmsford, Brighton, Southampton, Bournemouth and Exeter – as well as many of the smaller towns and cities.

PROACTIVE AND CREATIVE IN-HOUSE DEAL SOURCING
Moorfield has developed a proprietary approach to deal sourcing by proactively developing relationships and maintaining consistent contact with potential vendors and their advisors and intermediaries, enabling it to be highly selective when recommending investment opportunities. Over 50% of Moorfield’s investments to date were directly sourced by the Company’s proactive in-house efforts with each investment professional motivated and incentivised not only to maintain existing contacts but to regularly uncover new, less traditional deal sources. By focusing the Company’s attention on investments that are not widely marketed or where Moorfield has a specific advantage, Moorfield often has a ‘first or unique look’ at potential acquisitions and, hence, a greater ability to make above market returns.

FOCUS ON COMPLEX AND INNOVATIVE TRANSACTIONS
Moorfield believe that because of their unique, multidisciplinary nature, complex situations can offer exceptional, risk adjusted returns, as they are often priced inefficiently due to short term but correctable dislocations in capital markets of unique vendor circumstances. Moorfield’s previous investments have normally comprised large portfolios of many disparate assets or a form thereof. Moorfield believes that by employing its rigorous investment process on all components of a portfolio’s assets enables Moorfield to unlock ‘hidden value’ that may have been inaccessible or overlooked by the vendor and other potential buyers. Moorfield is also willing and able (as it has proven) to work closely with vendors, where a sale for the vendor is complicated or frustrated for some reason on their part. Hence, by proactively targeting larger and inherently more complex investment opportunities, Moorfield’s potential competitors are greatly reduced.

HIGHLY DISCIPLINED AND RIGOROUS INVESTMENT PROCESS
Moorfield prides itself on a highly analytical and detailed review process of all potential investments. Utilising the entire resources of the Company, and select outside consultants and advisors, an extremely thorough business plan is developed and rigorously stress tested. The business plans assumptions are continually updated and refined with new information resulting from Moorfield’s due diligence process. Moorfield’s stringent analysis of all potential investments, together with the ongoing review of existing investments, has allowed Moorfield to remain highly disciplined when pricing potential investments or actively managing existing ones, the result of which has allowed Moorfield since 1996 to avoid a single loss making investment.

ACTIVE ASSET MANAGEMENT
For each asset acquired, Moorfield develops a fully appraised business plan to focus upon real estate and financial management opportunities, thereby identifying where to ‘add value’ in order to enhance income and capital returns. Moorfield works creatively and diligently to implement these business plans in a timely and cost effective manner, whilst continually reviewing the business plans and amending them as and when necessary. Moorfield believes that its proactive asset management approach results in higher levels of lease renewal, increased rental uplifts and attracts a greater number of new tenants, well as optimising refurbishment, redevelopment and development opportunities. Detailed asset and financial analysis and review also enables the team to assess the optimum time to dispose.