Our ability to deliver outstanding financial performance depends on entrepreneurial flair and the disciplined, analytical approach of the fund manager.

Opportunism and Discipline

The Mountgrange team have built a successful reputation on their ability to make opportunistic investments combined with an intensive and rigorous style of financial management. This unique entrepreneurial, and yet systematic, approach has delivered a powerful competitive edge and resulted in exceptional returns for the Senior Partners regardless of prevailing market cycles.

Value Creation and Risk Management

Over the last 10 years, the Senior Partners at Mountgrange have transacted more than £1.5bn of real estate investments. This volume of deals has led to Mountgrange developing a well-defined investment process that involves a high degree of teamwork, checks and balances and risk management. This system has the simple aim of providing long term sustainable returns to investors and partners.

Acquisition and Asset Management Strategy

Central to Mountgrange’s investment strategy is an active focus on realising an asset’s full potential in order to achieve a disciplined and timely exit. The Senior Partners have a broad array of exit experience using public-to-private, public listing, trade sales and strategic buyers. Examples of current and past track record deals can be viewed in Property Portfolio according to five investment types:

• One-off Situations are classed as assets with the potential to realise inherent value including (i) under-managed properties; (ii) unique assets with a supply/demand imbalance; and (iii) assets displaying rarity characteristics.
• Problematic Situations include assets whose performance is damaged by circumstances such as an over-leveraged capital structure, weak tenant covenants or lease termination concerns.
• Corporate Situations include public-to-private transactions, mergers and acquisitions and corporate divestitures such as sale and leasebacks.
• Complex Developments may require land and site assembly, the need to obtain planning consents and present the opportunity to create value through a considerable knowledge of the UK planning regime. Depending on market conditions, Mountgrange will proceed with the construction, sale or joint-venturing of an asset.
• Platform Businesses include the creation or acquisition of operating businesses with strong management teams operating in attractive, niche real estate sectors, or where real estate is a core asset.