We are a UK real estate investment manager, formed in 2010. Our strong and cohesive senior management team has worked together for nearly 20 years and has a track record of delivering outperformance for investors.
LIM manages unlisted property vehicles on behalf of institutional investors seeking indirect exposure to the UK. Lothbury Property Trust (LPT) is our flagship fund. We also manage a segregated secure income portfolio for a UK pension fund. We offer an innovative solution to clients, through our core/active strategy. Our predominantly core portfolio of prime assets provides stable returns, while our active management initiatives create additional value and enhance returns.
Since LIM’s launch in June 2010, we have progressively grown our funds under management to £2.0bn. We have continued to attract new investors to our funds and significantly diversified our robust base of UK and overseas institutional clients, the majority of which are corporate and public sector pension funds. Our clients also include treasury investors, collective investment schemes, insurance companies and charities.
Investment Principles & Strategy
The LIM core/active investment philosophy focuses on investing in a Core portfolio of prime assets to achieve stability and strong income returns, combined with an Active portfolio of developments and refurbishments that ought to create additional value and an enhanced return for investors. This strategy has delivered an innovative investment solution with a clear competitive advantage, whilst achieving a low risk profile for the funds.
Our core/active investment strategy has produced an extremely impressive track record. Lothbury Property Trust has delivered 19 years of excellent performance against the MSCI/AREF UK Quarterly Property Fund Index, All Balanced Quarterly Property Fund Index. All of these returns have been delivered without recourse to gearing. Lothbury Property Trust remained open during the downturn, meeting all redemptions received without suspension or delay through its portfolio of liquid assets.
Performance of the Lothbury Property Trust is independently calculated and verified by MSCI.
Lothbury Investment Management is responsible for assets under management of £2.0bn and manages unlisted property vehicles on behalf of a robust institutional investor base, which seeks indirect exposure to the UK. Our flagship fund is Lothbury Property Trust and we also manage a segregated secure income portfolio for a UK pension fund.
Lothbury Investment Management is a real estate Investment Manager providing its clients with indirect exposure to the UK property market. This has been achieved through a Core/Active investment strategy that comprises a predominantly core portfolio of prime assets to achieve stability of return combined with active management initiatives to create additional value and an enhanced return for the investor. Lothbury Investment Management has an excellent performance track record of 19 years’ against the MSCI/AREF UK Quarterly Property Fund Index, All Balanced Quarterly Property Fund Index for the Lothbury Property Trust.
Lothbury Investment Management’s approach to Property Management has proven to be a very successful strategy across all Funds. As evidenced by Lothbury Property Trust’s effective tenant monitoring, the team has consistently maintained a secure rental income stream and very low void rate (currently 2.77%, as at Q1 2020). The Lothbury Investment Management team have strong relationships with the Fund’s tenants and constantly explore ways of releasing latent value by undertaking lease re-gearing and restructuring in the portfolio.
Lothbury Investment Management does not currently have any co-investments however the company does have a small holding of 0.05% in Lothbury Property Trust.
Lothbury Investment Management Limited (LIM) is a company registered in England No. 04185370, with its registered address at 155 Bishopsgate, London, EC2M 3TQ, United Kingdom. LIM is authorised and regulated by the Financial Conduct Authority in the UK.
The information contained in this site is provided “as is”, without representations or warranties, express or implied, of any kind and does not create any obligation, contractual or otherwise, on the part of any such entity. It is not an offer (or solicitation of an offer) of, or a recommendation to buy or sell, any financial product. Any prices or other values included are indicative only, and do not necessarily represent current market prices, the prices at which any LIM entity would enter into a transaction or the prices at which similar transactions may be carried on that entity’s own books.
Please refer to LIM’s website www.lothburyim.com for the full compliance statement and disclaimer.