About Us
Westmorland Real Estate provides a comprehensive range of services to its investment partners. The founding team previously held senior investment positions at Meyer Bergman and within Deutsche Bank’s Commercial Real Estate and Special Situations Team. With a clear focus on results and unrivalled transactional experience and execution capability we allow capital partners to access opportunities that otherwise they may be unable to reach.
Investment Approach
All potential investments are reviewed within a rigorous framework that seeks to quantify the potential risks and their mitigants to ensure that assets are being acquired at an attractive basis from where returns can be delivered.
The analysis undertaken will include:
• Contextualising within macroeconomic trends – urbanisation, growth in e-commerce, real estate as a service
• Asset fundamentals – value vs replacement cost, understanding occupier requirements and alternatives, specification and condition
• Robustness of capex plans – planning risk, cost pressures and potential for delays
• Optionality for exit – seeking assets with multiple potential strategies for liquidity and exit
Westmorland Real Estate welcomes alignment of interests with investment partners and will co-invest where invited to do so.
Capabilities:
DEAL
ORIGINATION
Utilising our network of contacts to secure the best opportunities for the investment objective and client risk profile, whether these be on or off-market
EXECUTION OF
TRANSACTIONS
Once a suitable acquisition is identified, the focus is then to efficiently diligence, structure and document the transaction
BUSINESS
PLANS
Defining business plans at acquisition, to meet the risk and return objectives of the investor
ARRANGING
FINANCING
An excellent track record in raising finance to acquire or recapitalise assets, even during periods of market stress or for out of favour sectors
ASSET
MANAGEMENT
Maintaining a clear focus on the strategy while reacting to events in real time to ensure business plans are delivered and budgets are controlled
FINANCIAL
REPORTING
Providing and tailoring our reporting services to the specific requirements of investors
DISPOSAL
STRATEGIES
Constantly reviewing and presenting options for clients and then executing disposal strategies on an asset or corporate basis for the greatest efficiency