Investment Management for UK Commercial Property Portfolios. We specialise in secure, long term, indexed property income for pension funds, charities and investment trusts.
OLIM Property is owner managed and offers clients a 34 year record of pioneering commercial property investment expertise and consistent outperformance.
We are a small dedicated team ensuring clients have direct access to their fund managers who are involved at all levels of investment and management decisions. All portfolios benefit from the same investment approach and are personally managed by Matthew Oakeshott, Louise Cleary, Sarah Martin and Jo Seth-Smith to meet each client's individual objectives.
Fees are based only on portfolio value, with no additional transaction related charges. Funds under management total over £1 billion across 9 discretionary portfolios for leading pension funds, three Oxford colleges and two quoted investment trusts. We have managed 7 of these portfolios for over 25 years. All portfolios are subject to an annual independent valuation, and have outperformed the MSCI (formerly IPD) Index and delivered average annual real returns at least 5% above the R.P.I. over many years. In the last quarter of 2020, the 180 properties in our portfolios contained no voids, with rent collection averaging 98%.
We specialise in investing in assets across all sectors that provide long, strong, indexed income.
‘Alternative’ property sectors such as caravan parks, healthcare, health and fitness, petrol filling stations, pubs, hotels, garden centres, supermarkets and convenience stores, as well as industrial/warehouse property, all offer better growth prospects with lower risk of depreciation and obsolescence than offices and non-food retail property. We analyse our tenants’ covenant strength and sustainability as a top priority, with particular focus on acquisitions through sales and leasebacks with occupiers. We build for our clients diverse, robust and defensive commercial property portfolios which provide attractive returns comfortably above those available from bonds and gilts. 90% by value of the property we manage has rent reviews linked to the Retail Price Index or fixed increases, with a weighted average unexpired lease length over 15 years.
OLIM Property places a very high value on continuity of management and professional advice.
We share this commitment with our key advisers – solicitors, accountants and managing agents – with whom we have worked over the past 34 years. We have built up a network of trusted property agents all over the UK who know our word is our bond in property transactions and show us an exceptional deal flow as a result.
We have always taken a cautious and responsible approach to property investment.
All properties have a fully compliant Energy Performance Certificate (EPC), full repairing and insuring leases, and no contamination or deleterious materials. Environmental, social responsibility and governance are taken fully into account in selecting both properties and tenants. That approach protects and enhances the returns for our Clients and minimises portfolio risk.
Please click here for full details of our Environmental, Social and Corporate Governance (ESG) Policy.