Investment Management

Local knowledge & Expertise

The Group benefits from local knowledge and expertise in the following cities:

  • Manchester
  • Birmingham
  • Edinburgh
  • Aberdeen
  • St Andrews
  • Brighton

 

Lomond Investment Management, provides an end to end service to professional Investors including:

 

  •   Sourcing - professional approach to identification of target areas and target asset types through a combination of data analysis and local knowledge

 

  •   Debt – accessing the property debt market in order to obtain favourable terms on behalf of clients in order to maximise equity value

 

  •   Syndication – subject to qualification we enable investors to participate in larger schemes

 

  •   Value re-engineering – looking to obtain discounts on initial purchase price and / or re-engineering assets to maximise initial value, increase yield and maximise overall return from investment. Lomond will manage, on behalf of clients, renovation or development of properties

 

  •   Management – offer seamless management solution for the asset through our sister businesses within Lomond Capital

 

  •   Exit – manage the exit process for the asset in order to maximise the value of client’s investments.  We would look to manage the exit process for our investors in order to maximise the value of these assets, either through onward sale of a number of units or sale of individual units through our sister businesses within Lomond

 

  •   Tax – in conjunction with our tax advisors implement the most tax efficient structure for the various investments

 

Residential requirements

We would be pleased to hear from you if you have any of the following opportunities in Manchester or Birmingham

  •         Land / vacant (or short term income) buildings (with or without planning)
  •         Houses, flats or buildings in need of refurbishment
  •         Houses, flats or buildings with or without existing income

 

Examples of our track record 

 

King Street, Manchester

  •         Entire first floor (7 apartments)
  •         Value - £2.5m
  •         11 Investors

 

Chancery House, Liverpool

  •         5 apartments adjacent to Liverpool One
  •         Value - £900k

 

Salford Portfolio

  •         Properties acquired, refurbished and converted to HMO
  •         Value - £750k

 

Sutton Coldfield, Birmingham

  •         19 apartments adjacent to Hospital in Sutton Coldfield, Birmingham
  •         Value - £3m

 

George Street Chambers, Birmingham

  •         Freehold block in Jewellery Quarter
  •         Value - £1.7m

 

Orleans House, Liverpool

  •         4 high end apartments in Liverpool CBD
  •         Value - £1m

 

Bradbury House, Altrincham 

  •         Freehold block in central Altrincham
  •         Value - £1.5m

 

Macclesfield 

  •         10/11 new build 3 bed terrace houses in central Macclesfield
  •         End Value  £2.75m

 

Timperley, Cheshire

  •         House and paddock requiring planning permission
  •         Potential End Value - £7m

 

Lomond has developed a sourcing model that starts with rigorous analysis of market data on capital and rental value to identify attractive areas for investment in a target city.  It is then supplemented by in depth, on the ground experience from Lomond’s local management teams and from both sources assets identified that should add value to an investor’s portfolio and then sourced directly from the current owner, in most cases local developers.

Lomond has the ability to not only source assets on behalf of private or institutional investors in a manner that should add value but can then provide a quality asset management capability through our network of regional management agencies.

Lomond, using our unique sourcing and investment process has acquired a number of properties over recent months in Birmingham and Manchester on behalf of a range of institutional or private clients.  These assets have typically been acquired at a discount to market value of somewhere between 10% and 15% and on the basis of a gross yield in excess of 7% providing a net yield of 5%.