I joined Gerald Eve in 2020 to launch our Capital Partners business, where we focus on the conception, development and execution of UK CRE investment strategies on behalf of, and in partnership with, 3rd party capital. I specialise in building progressive investment strategies and underwriting and implementing strategic portfolio and asset management initiatives.
I worked for Deloitte for 3 years from 2009, working across the Valuation, Central London Office Agency and Business Rates teams, I qualified as a chartered surveyor in 2012 into the investment valuation team specialising in loan security and portfolio valuations. In 2013 I joined Square Metre Asset Management as the first employee to grow a newly established joint venture, as the operating partner to Goldman Sachs. I joined Square Metre as an asset manager, establishing our reporting and asset management functions. My role developed into a portfolio strategy role and head of acquisitions and disposals. During this time, we successfully acquired, managed and disposed of over £1bn of UK commercial real estate across all core commercial sectors and geographies of the UK.
I work with a broad range of capital partners including private equity funds, banks, multi-family offices, UHNWs, institutions, pension funds and local authorities. I work across the Harmsworth Pooled Property Unit Trust [aka Daily Mail Pension Fund] portfolios overseeing the portfolio and implementing strategic asset management initiatives.
MY RECENT PROJECTS
- Acquisition, Management and Disposal – Multiple portfolios –Due diligence, business planning and acquisition of five portfolios consisting of 116 assets with a value of c.£675m across the core commercial sectors throughout the UK. Oversaw the asset management and exit of all assets achieving substantial outperformance of underwritten business plans.
- Acquisition and Portfolio Management – The Aleta Portfolio – The successful acquisition, management and ultimate exit of a mis-priced, UK pension fund portfolio comprising 26 commercial assets throughout the UK. It was acquired during a period of material capital market dislocation in the immediate aftermath of the UK’s referendum on EU membership, for ~£350M in a co-invested joint venture partnership with Goldman Sachs. Substantial market outperformance was delivered through acquisition timing, diligent business planning, precise asset management execution, wholesale-to-retail value, and astute hold-sell acumen.
- Investment Strategy – Indigo & Omega Portfolios – Strategic sell-down of 45% of the Square Metre Asset Management’s & Goldman Sachs’ post-financial crisis strategy. Having recognised a flood of equity into the market into which the JV had bought 2+ years earlier, a detailed hold-sell analysis was undertaken to identify where outsized return could be achieved, on a risk-adjusted basis, for a wholesale rather than retail sale strategy. A recommendation to sell an institutional portfolio, an opportunistic portfolio and hold a select few assets was adopted, ultimately resulting material market outperformance across the portfolio.