160 Aldersgate Street, London
Edward Pavilion, Liverpool
Edward Pavilion, Liverpool
Cathedral Square, Bristol
160 Aldersgate Street, London
160 Aldersgate Street, London
Building value by improving the
connection between people and real estate
About Us
Founded in 2010, we are a leading UK-based private real estate investor that combines research-led investment themes with vertical integration and in-house operating platforms.
We invest in real estate located in and around select UK and European cities. Our team has a proven track record of investing throughout the capital structure and across asset classes, adding value with operational expertise.
We act as a trusted real estate investment partner to provide consistent returns while making a positive impact in the communities in which we invest. We strive always to be at the forefront of change, developing in-house capabilities and a thoughtful view on the world that together create a sustainable competitive advantage.
Our Approach
We invest where we have a competitive advantage to consistently generate attractive returns to investors.
Our collective knowledge and experience, including input from development management, asset management and operations, is brought to bear in each investment decision. The whole team is involved from the outset, and the process incorporates a holistic approach to sourcing investments, which leverages our local knowledge and extensive connections.
MORE ABOUT OUR APPROACH
Research Focus
Our proprietary research applies critical and quantitative analysis to identify, test and refine investment themes—supplementing our base case underwriting
Operational Enhancement
Our purpose-built platforms provide sustainable competitive advantages—enhancing yield
Vertical Intergration
Our experienced team directly manages each asset, using in-house specialists at each stage of the investment lifecycle—creating outperformance
Culture
We began as a small group of like-minded, entrepreneurial individuals, working together side by side.
Though we’ve grown, we’ve maintained that spirit which allows us to be thoughtful, rigorous and innovative in our approach. Our team is encouraged to collaborate and think creatively, to ensure that we retain our competitive edge.
MORE ABOUT CULTURE
Impact
We engage communities around our investments and seek to have a positive impact. Across our products we endeavour to provide high-quality service that make people’s lives easier. Our returns are commercial but we deliver them in a socially responsible way.
- We are committed to socially responsible business plans.
- We offer high-quality affordable multi-family housing.
- We engage with local communities around our assets.
- We provide spaces for the local community and key workers.
- We revitalise heritage buildings and local landscapes.
- We implement green energy and recycling practices.
- We are a UN PRI signatory and a GRESB participant.
Insights
Distressed Opportunities in European Real Estate
December 9, 2022
Reading Time: 2 minutes Across Europe and the US, real estate markets are strained today to a degree that we have not observed since the [...]
The Winning Bookends of the Office Market
September 8, 2022
Reading Time: < 1 minute The London-focused office REIT Great Portland Estates (GPE) recently made an announcement that caught our attention. In a presentation of April 2022, [...]
Back to Abundance
July 20, 2022
Reading Time: 2 minutes In this paper, we lay out the case for investing in European real estate, particularly relative to US real estate, in [...]
Hotels in the Age of Hybrid Working
May 16, 2022
Reading Time: 3 minutes The internet has already changed the lodging sector in meaningful ways. Hotel websites made it easier for customers to transact directly [...]
Even Bits Need a Place to Work: the Rise of the Data Centre
February 8, 2022
Reading Time: 4 minutes As we’ve discussed before, the office has changed a great deal in the last quarter-century. Our views about that transformation are [...]
Why You’d Want to Live Here: Spatial Equilibria from the Industrial Revolution to the Information Age
December 14, 2021
Reading Time: 2 minutes Our 2021 white paper takes up a very basic question: why do people live where they do? We draw on insights from economists, [...]
A Basis for Value
May 20, 2021
Reading Time: < 1 minute Howard Marks is worried that value investors have lost the plot. In his January 2021 memo, “Something of Value”, he writes [...]
Gateway Cities and the Death of Information Monopolies
March 6, 2021
Reading Time: 4 minutes The last time Mike visited New York (before Covid-19, of course), he decided to stop somewhere he hadn’t been in 15 [...]
A Returning Opportunity in the London Office Market?
November 6, 2020
Reading Time: 3 minutes A recurring theme when we here at Castleforge attempt to prognosticate over the central London office investment market is that it [...]Distressed Opportunities in European Real Estate
December 9, 2022
Reading Time: 2 minutes Across Europe and the US, real estate markets are strained today to a degree that we have not observed since the [...]The Winning Bookends of the Office Market
September 8, 2022
Reading Time: < 1 minute The London-focused office REIT Great Portland Estates (GPE) recently made an announcement that caught our attention. In a presentation of April 2022, [...]Back to Abundance
July 20, 2022
Reading Time: 2 minutes In this paper, we lay out the case for investing in European real estate, particularly relative to US real estate, in [...]