Portfolio

PORTFOLIO VALUE

c.£300m

with a further c.£100m of third party funds under management

c.£8.5m

average lot size

94%

OF RENTS COLLECTED WITHIN 21 DAYS

long term average

TENANT RETENTION

c.82%

OF TENANTS RENEW THEIR LEASES / DO NOT ACTIVATE BREAKS

The MSCI average is 56%

Eskmuir diversifies at a portfolio and property level property risks through a broad occupier, sector and geographical base.

Eskmuir targets geographical regions which are set to outperform economically. The portfolio is diversified through eight regions with c.75% of the portfolio in the South East, South West, Midlands and East regions, which are currently displaying attractive economic activity along with supply and demand characteristics.

Through constant review and planning Eskmuir seeks to align its portfolio with the prevailing economic, social and occupier trends to support resilient returns.

The portfolio sector weightings are; 60% industrial, 25% retail (predominantly Central London and retail warehousing) and 15% offices (predominantly Central London and South East).

The portfolio is bias towards multi-let properties, a subsector of the market that offers diverse rental income streams, spreading occupier risk and creating recurring growth opportunities. Multi-let assets suit active management with each asset managed by Eskmuir subject to a bespoke five year asset plan setting out a route map to deliver performance.