Carter Jonas stands apart from other consultancies by offering an integrated property investment and asset management service. Our aim in bringing these specialisms together is to deliver superior returns to our clients over the duration of their investment. 

Across the UK, we provide clients with expertise in the following sectors:

  • Office

  • Industrial

  • Town centre retail

  • Retail parks

  • Hotel

  • Leisure

  • Student accommodation

  • Education

  • Alternative sectors 

“The Investment & Asset Management Team at Carter Jonas responded quickly to our request for portfolio advice, adding significant value to London Borough of Hounslow through their market knowledge and approach towards negotiations. I would not hesitate to recommend them.
Lorelei Watson
Head of Treasury, Pensions and Capital. London Borough of Hounslow

Our Investment and Asset Management Services

Carter Jonas provides a full suite of agency services to clients, from product sourcing and financial modelling through to transaction management and due diligence. With a clear understanding of our clients’ investment strategies, we identify appropriate stock and negotiate on pricing and terms. What’s more, our integrated Investment & Asset Management platform informs our clients’ business plans and ensures that returns are maximised for the duration of the investment.

Our extensive market knowledge and wide range of industry contacts means that we are able to access off-market opportunities and offer exclusive buying positions. Understanding the market is the key to delivering high-return investments to clients. Through our established network of London and regional offices, we can advise our clients on the most appropriate method of selling and pricing. We also have an established track record in procuring development funding on complex mixed-use assets. Our team includes RICS-registered valuers, and we are able to provide purchase reports and Red Book valuations to support acquisitions, when required. 

Increasingly, our clients are seeking ongoing advice to ensure that their portfolios are optimised to produce the highest returns. Our Investment Advisory team works closely with clients to offer the following services:

  • Review of a property’s performance against its peer group
  • Annual business plans, including projected future performance.

Many of our clients instruct us as their external asset manager on a discretionary or non-discretionary basis. We are able to drive performance by identifying and delivering added value initiatives such as:

  • Rent reviews
  • Lease renewals and lease restructuring/re-gears
  • Change of use
  • Refurbishment and redevelopment
  • Branding, marketing and leasing strategies
  • Tenant engagement
  • Energy performance uprating
  • Managing and mitigating empty rates

We work closely with clients and other stakeholders to promote a sustainable approach to property investment through the entire life cycle of real estate.

Some of our Clients

DTZ
Target Follow
University of Oxford
Newcore
Kingshoot
Department of Work and Pensions
@
Get in touch
@ Mike Prosser
Michael Prosser
Investment and Asset Management
020 7518 3224 email me about Michael
@ Jeremy Gidman
Jeremy Gidman
Investment and Asset Management - London
020 7016 0727 email me about Jeremy
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Three career highlights:

Director, Helical Bar; Owner/Director Stiles Harold Williams; Owner, Whittingham Prosser.

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Three career highlights:
Appointed as Tactical Asset Manager on Hermes Real Estate’s National Office portfolio comprising 30 assets with a capital value of £450m.
Secured the largest office letting in Cambridge for 10 years, following the consolidation of Cambridge Silicon Radio’s occupation into just under 100,000 sq feet at Cambridge Business Park in 2013.  The Park was subsequently the best performing asset in our client, The Crown Estate’s Urban Portfolio (including central London) for 2014.
Investment sale of Watchmoor Park, Camberley, a prime south east business park comprising 183,000 square feet in July 2007 for £42.5m.

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NEW HOMES INVESTMENT

Carter Jonas enjoys a close relationship with the UK’s leading developers including Berkeley Homes, Barratt, Great Portland Estates, Battersea Power Station, Telford Homes, Galliard Homes and Ballymore.

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