We are a UK real estate investment manager, formed in 2010. Our strong and cohesive fund 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 £2.2bn. 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.
Further information on our company, strategy and products can be found at www.lothburyim.com
Investment Principles & Strategy
We apply a core/active investment strategy across our funds, giving us a clear competitive advantage which is proven to deliver outperformance throughout the economic cycle. A core portfolio will make up 80–100% of a fund’s portfolio and is designed to achieve stable returns, combined with an active portfolio where the fund undertakes initiatives to add value and enhance returns for investors. The core portfolio comprises prime, high-quality, well-located properties, secured with excellent tenant covenants on strong leases. Low void levels demonstrate the high calibre of the property assets.
The active portfolio enhances our core assets by refurbishing or reconfiguring them, and also includes the development of new sites. This creates new assets without any acquisition costs and provides development profit, further enhancing returns.
Our core/active investment strategy has produced an extremely impressive track record. Lothbury Property Trust has delivered 17 years of excellent performance against the MSCI/AREF UK 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.
LIM is authorised and regulated by the Financial Conduct Authority.
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.
News from Lothbury Investment Management Limited (Real Estate)
Lothbury Investment Management, on behalf of Lothbury Property Trust, has let their long term holding at Unit C1, The Fleming Centre, Crawley, to RCG Group for £75,000 per annum on a five year lease.
Lothbury Investment Management, on behalf of Lothbury Property Trust, has just completed the letting of the sixth floor of 20 Rathbone Place, London to global IT services and consulting company and Deutsche Telekom subsidiary, T-Systems.
Lothbury Investment Management, on behalf of Lothbury Property Trust, has disposed of its retail and office holding at 78-90 Buchanan Street and 9-17 Exchange Place, Glasgow for £31 million. The purchaser is Pontegadea.
Big brand retailer, TK Maxx is coming to Oxford’s Clarendon Shopping Centre, with the new store planned to open in spring next year.
Lothbury Investment Management, on behalf of Lothbury Property Trust, is to fund a development of a new Malmaison boutique hotel in York.
News from IPE Real Assets
Nomura is buying a 75% stake in Lothbury Investment Management
Lothbury bought the hotel on Union Street for £56.3m as part of a segregated mandate for the pension fund
BPF creates build-to-rent committee to lobby government
Blackwater Shopping Park sold to Lothbury at a 4.25% yield
Analysis from IPE Real Assets
Real estate is often said to be a long-term, buy-and-hold asset class for institutional investors. But the success of investments invariably comes down to getting the timing right.
As pension funds in the UK put more resources into property investments, Rachel Fixsen finds they are increasingly looking to broaden their horizons