Moorfield Group

As delegates head to Cannes for MIPIM 2025, read the thoughts of Moorfield Group Chief Legal & Corporate Development Officer Sadie Malim on the industry 'mood music' and improving sentiment towards UK real estate

Moorfield Group Co-CEO and Chief Investment Officer Charles Ferguson Davie spoke to Institutional Real Estate, Inc. on the growing appeal of alternative real estate sectors, a space where we have established a market-leading reputation after successful early-mover strategies in the likes of student housing, residential build-to-rent and both self- and open-storage.    Many of these alternative real sectors have acute supply/demand imbalances, driven by structural forces and with the protection of counter-cyclical and inflation-linking qualities. Read the full article here:

#ICYMI Moorfield Group Co-CEO and Chief Investment Officer Charles Ferguson Davie writes that the latest UK population size figures underline the case for institutional investment into rental housing

Recent research from Carter Jonas dissects some of the supporting factors behind rising investor demand for Industrial Outdoor Storage (IOS) assets in the UK: ✅ Occupier demand is spread across a diverse, structurally supported range of uses, including construction material storage, last-mile logistics delivery vehicle parking and EV charging amongst others. ✅ An evolving market structure is allowing investors to access more diverse rental income streams as use of IOS for parking to service the logistics and last-mile delivery fleets means mid-cap and blue-chip occupiers are willing to pay higher rents in exchange for longer rental agreements ✅ The asset class's expansion will continue to be supported by fundamentals of its diverse and broadening occupier base, increasingly focused towards fast growing sectors, such as renewable energy and last-mile logistics where higher covenants can be attained ✅ Favourable supply/demand dynamics due to land scarcity has made IOS a target for institutional capital, though the market has a way to go to reach maturity; there is still opportunity to consolidate fragmented assets into larger scale portfolios As Moorfield Group's Co-CEO and Chief Investment Officer, Charles Ferguson Davie, recently told Property Week: “You’ve got a big range of potential occupiers – from building material, parking or shipping container firms, but also now electric vehicle charging. Then you’ve always got the theoretical option to develop sites as well.” In line with Moorfield's thematic focus on the UK Living & Storage sectors, we recently partnered with Peloton Real Estate to target IOS sites ranging from approximately one acre up to 15 acres, majoring on core regional cities such as Birmingham, Leeds and Liverpool Read the full research from Carter Jonas here:

Chief Legal & Corporate Development Officer Sadie Malim and Head of Origination Christopher Perera will be at this year's MIPIM. Please get in touch if you would like to arrange a meet.

Investor and asset manager Moorfield Group likes to enter markets in their infancy. Read Andy Hillier's interview with the firm's co-chief executive and chief investment officer Charles Ferguson Davie here: https://ow.ly/SLgP50V1PCc #Investment #PropertyNews #RealEstate

Moorfield Group Co-CEO and Chief Investment Officer Charles Ferguson Davie sat down with Property Week feature editor Andy Hillier to discuss our 'early mover' strategy of identifying emerging real estate sectors with institutional potential. Examples include purpose-built student accommodation (PBSA), multi-family build-to-rent (BTR), co-living, student HMOs, and more recently, industrial outdoor-storage (IOS). "We like to be early. We've got a good track record whether that was student accommodation back in the 1990s or BTR in 2012."   Moorfield's current thematic focus is on the Living & Storage sectors - areas of the UK real estate market where assets that are typically resilient to value-checking headwinds like technological innovation, while supported by long-term structural trends such as population growth.   "The starting point is that we look for structural drivers of demand, particularly the need for space."   Read the full interview here: https://lnkd.in/gYHizDda

Read Moorfield Group Co-CEO and Chief Investment Officer Charles Ferguson Davie on why the latest Office for National Statistics figures on UK population size underline the case for institutional investment into rental housing

Moorfield Group Co-CEO and Chief Investment Officer Charles Ferguson Davie spoke to Green Street News: Europe on why residential-for-rent sub-sectors like single-family housing for rent and student HMOs have the potential to be an institutional asset class.   “More investors want to get into residential for rent... It’s a matter of time before that leads into more residential for rent opportunities that also includes the older more granular stock, as long as it's very good quality and in the right locations,” he said.    Through MREIT, our private REIT focused on residential-for-rent, we are looking to create a £500m portfolio of single-family homes and student HMOs. This includes acquiring new-builds off house-builders as well as existing stock that can be upgraded to meet modern environmental and consumer standards.   MREIT is one of the sector-specific Spokes within our 'Hub & Spoke' funding model, which allows investors greater exposure to individual sectors within UK Living & Storage real estate. Across these two categories, we see the greatest opportunity for enhanced value creation and the ability to drive outperformance by leveraging our in-house asset and operational management capabilities.    Read the full analysis piece by Alexander Peace here:

Great to see strong progress at Lumina Village, where we are forward funding a £120m scheme comprising 440 apartments and townhouses, all purpose-built for rent. The funding agreement, our fourth with Glenbrook, marked our re-entrance into multi-family build-to-rent, having sold all our assets by 2022. Commenting at the time, Moorfield Group Co-CEO and Chief Investment Officer Charles Ferguson Davie said: “Lumina Village is a fantastic asset in one of the UK’s most attractive BTR markets, and the next in our strong relationship with Glenbrook, whose expertise we value enormously... We think the residential sector continues to offer opportunity, driven by an acute supply and demand imbalance, and the opportunity to provide a far better offering in the marketplace.”