Invest, Finance & Value

Investment Advisory

Providing Investment Advisory expertise in commercial and residential Real Estate, lending, and indirect markets.

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We partner with our clients over the long term to deliver real asset opportunities, create, and manage portfolios and implement financial solutions, across a spectrum of individual assets and sectors.

Working with a wide range of clients from Pension Funds, Local Authorities, Overseas Institutions, High Net Worth Individuals, Family offices, UK Institutions, Charities, Investment Banks and regional Impact Funds.

Providing a wide range of complementary specialisms, from commercial and residential Real Estate, lending, and indirect markets.

We are flexible, adaptive, independent, and focused on delivering optimal return on investment to our clients.

Our specialisms

Lending

  • Devise, implement and manage lending programmes, partnering with our clients to enable them to lend.
  • Complete service: strategy, originate lending opportunities, due diligence, transaction execution and loan management.
  • Diverse range of lending strategies encompassing development, value add and investment lending and manager of market-leading ESG-led Impact funds.


Indirect

  • Strategic market entry advice – markets, styles, investment, channels.
  • Fund / partner selection.
  • Implementation and ongoing management advice and monitoring.

Commercial Advisory

  • All aspects of portfolio strategy, investment, ongoing asset management and disposal.
  • Tailored strategies to meet the risk / return objectives of our clients.

Residential Advisory

  • Facilitating joint venture partnerships, capital raising (grant, debt and equity) and forward funding transactions.
  • Advised on a range of innovative public private initiatives that have accelerated housing delivery.

Impact Funds managed by CBRE

Offering a market-leading lending platform to public and private sector impact investors.

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Our Team

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