Investment & Asset Management

Carter Jonas acts for its clients with an excellent understanding of the fundamental principles which guide the most successful long term investors. These are:

•    Selectively sourcing investment stock with strong growth potential
•    Understand occupier markets and supplying floor space to best meet demand
•    Delivering well thought out, cost effective asset management plans to add value
•    Managing risk
•    Profitably closing exit strategies in ex-growth situations

Insightful knowledge of local markets and sharp asset management skills will increasingly make a positive financial impact for investors, irrespective of their size. In a lower growth economy, where occupiers demand and expect more from their landlords, investors will need to work their assets hard in order to stay ahead of the pack. Our goal for investors in these more challenging times will be to improve their financial cash flow and boost capital values.

Recognising the challenge, Carter Jonas has recently added best-in-class skills to its Commercial division. Our ambition is to drive growth in our investment and asset management business. It is to turn our team’s outstanding past track record into consistent future delivery for our clients of profit and upper quartile investment returns.

Carter Jonas’s experienced investment and asset managers will harness and lead the wide ranging talent and expertise with exists within the firm so as to deliver its promises to investors. The managers work closely with acquisition and agency specialists, lease advisory teams, property managers, planning, architecture, building surveying and energy teams. Our goal will be to achieve cohesion between these differing areas of expertise to deliver first class results from our investor clients.

Our commitment to this approach is total. We are prepared to back our judgement by agreeing with clients incentivised fee bases. Our wish is to align our work with our clients’ interests and financial performance. For investors who are interested, we would be very happy to review individual properties or portfolios, or look to acquire investments, and do so on a fee basis which demonstrates our commitment.