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An Investor Perspective Mountgrange Real Estate Opportunity Fund Rob Mills, Partner Acquisitions

An Investor Perspective Mountgrange Real Estate Opportunity Fund Rob Mills, Partner Acquisitions. Overview. Market Forecast Leveraged Investors: Opportunities and Challenges Investment supply. Market Forecast. Yields - Generally stable - Continued flight to quality Rents

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An Investor Perspective Mountgrange Real Estate Opportunity Fund Rob Mills, Partner Acquisitions

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  1. An Investor Perspective Mountgrange Real Estate Opportunity Fund Rob Mills, Partner Acquisitions

  2. Overview • Market Forecast • Leveraged Investors: Opportunities and Challenges • Investment supply

  3. Market Forecast • Yields • - Generally stable • - Continued flight to quality • Rents • Few areas of growth but supply more moderate than previous downturns • Corporate UK most likely source of any demand • Development • - Prime retail • Central London offices • Southeast Industrial

  4. Leveraged Investors: Opportunities and Challenges

  5. Investment Supply • Impact of lender driven sales? • Flood of forced sales unlikely • LBG: Methodically working through loan book • RBS: Treasury-level transactions • Others • However property factors will increase the incentive to lenders to act

  6. Conclusion • If there is a double dip, capital values will dip but not much more than that, especially for prime • Corporate UK can fill the gap left by government cuts • There are opportunities to buy for leveraged investors but financing levels are stopping capital values run away despite the size of the yield gap • Anyone building a business based on a flood of cheap forced sales from the banks will continue to be disappointed

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