Long Term Endowment.

Portfolio transformation: an endowment's path to sustainable growth.


We were selected by an established endowment to evaluate its property portfolio and bring vision, structure and transparency to the process of improving returns.

Since 2018, we’ve reduced the number of assets, selling ex-growth buildings, and introduced new sector exposure, with industrial now making up c.30% of the portfolio. We also put in place detailed business plans for each asset, from full development to lease restructuring.

Our partnership with the endowment was extended in 2023. Our key objective for the next five years is to focus on making ESG improvements, particularly by upgrading the residential portfolio to meet upcoming EPC targets.

Since we started advising the endowment, we’ve achieved significant milestones, including selling 45 assets at a 9% premium to valuation, increasing the industrial asset value by 32%, and increasing rental income by c.30%.

Let's discuss how we can help you.

Interested in discussing new ventures or current investment opportunities?