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The latest Fund from our Growth Fund series, Growth Fund V will continue to follow the same investment strategy as our last four Growth Funds, to invest in underperforming, undermanaged or obsolete real estate throughout the UK regional markets, which have the potential for significant value to be added through planning, development and proactive asset management.
Growth Fund V will be opportunity led across those sectors of the regional UK market where we see the potential for sustainable value to be added. It will be focused on opportunities where there is the ability to repurpose, regenerate and reposition assets or sites, to unlock value and deliver strong and sustainable growth. Target lot size will be above £3 million in opportunities such as:
• Urban industrial development, refurbishment and repositioning
• Office repositioning or conversion to another use class (ie hotel or residential)
• Retail warehouse repositioning or repurposing to industrial
• Later living and care homes
• Science and technology clusters
Growth Fund V is closed-ended with a life of five years from final close, maintaining a level of gearing no higher than 55% LTV at a portfolio level, and targeting an investor IRR of 13 - 15% per annum. The target fund size will be £50-60 million, and the minimum investment will be £500,000. There could be the opportunity to participate in co-investment alongside GFV in return for a minimum commitment. GFV is now open for investment and our latest close secured investor commitments of over £42m. There will be further closes to follow over the next 8 months until Final Close.
Barwood Capital and Caisson Investment Management, together “BCCIM”, believe there are excellent opportunities to achieve an attractive income return with further capital growth prospects through a proactive asset management strategy in the UK industrial sector. The vehicle will target a minimum 6%per annum income yield and a total levered 10 - 12% IRR per annum to investors over a seven-year period.
Both the Barwood Capital and Caisson directors have built an outstanding track record in delivering above average returns to investors over the last 24 years from the industrial sector. They have collectively invested in over £1.3 billion of property assets and Barwood Capital has delivered or is on track to deliver 12% - 16% per annum to investors from each of its previous and current Funds.
The investment strategy is to acquire undermanaged and underperforming multi-let industrial (“MLI”) and urban logistics assets, either individually or as portfolios across the UK regional markets, in a sector characterised by structurally low supply and rising demand from its traditional light industrial tenants, coupled with an increasingly sophisticated and wider occupier base. It is this pattern that offers long-term rental growth prospects with strong rent collection and continued growth.
The Partnership is a unique opportunity to bring together a highly professional and experienced regional investment fund manager with a nimble and experienced asset management specialist.
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