Commercial property investment is often poorly understood.
We often meet with Trusts who have invested in property to enhance their investment returns. However, like all investments, real estate has inherent risks and is a complicated asset class to manage and monitor. Returns can quickly erode through vacancies, unplanned maintenance costs, zoning changes and health and safety issues.
Our Property Services team manages a diverse range of client property portfolios, as well as the Trust Management Property Fund. Overall, we are responsible for managing property investments worth over $600 million and have specialist experience and expertise.
We provide a full suite of property management services for charities including advice on investment strategy, acquisitions and disposals, asset management, property management and facilities management.
We do not earn any agency fees, and we are independent of any real estate agency, valuer or advisor. This means the interests of Trust Management and our clients are aligned. We can select property investments free from influence and are not incentivised to “churn” our clients’ property investments.
Patrick and the Property Team are award-winning for a reason. They are across all aspects of commercial property investment and management. They regularly provide returns in excess of expectations.
St John's College Trust Board
We recently assisted a client by designing and implementing a strategic review of its property portfolio. Working with the Trustees, Trust Management was able to identify the charity’s property assets which were not generating income for the benefit of the charity’s beneficiaries.
We implemented a strategy that took into account the sensitivity of disposing of long-held landholdings. We negotiated the sale of a terminating ground lease for an unproductive piece of land which had sentimental and strategic value. As a result, the Trust now continues to have a titular interest in the property whilst receiving an income to fund the Trust’s charitable work.
When the lease expires, full ownership will revert to the Trust, enabling the Trustees to consider how to reutilise this asset for future generations of beneficiaries.