Lodge Lane, Essex.
- Bullet 1 — situation at acquisition.
- Bullet 2 — acquisition rationale.
- Bullet 3 — value-add programme.
- Bullet 4 — outcome at stabilisation.
- Bullet 5 — exit / hold status.
Section I
A £50,000,000 dedicated compartment of Aequitas Securitisation FT, deployed across a curated basket of UK real estate. Two pillars: yield-led country mansions in the South East where ancillary hospitality use materially lifts income, and growth-led prime central London assets operated as serviced apartments. A blended target calibrated to investor preference along a defined balance scale.
Section II
The basket is intentionally bifurcated. One half pursues income through value-add hospitality on country freeholds. The other compounds capital through operated central London prime.
Substantial private estates in the South East, acquired with surplus land. Light-touch hospitality consents — luxury cabins, glamping, weddings, retreats — multiply the income surface without altering the principal residence. Yield-led, lower volatility, modest capital trajectory.
Prime mansion blocks and townhouses in Knightsbridge, Mayfair and Belgravia, repositioned as fully managed serviced apartments. Hospitality income covers carry; the underlying freehold compounds. Growth-led, higher capital trajectory, lower running yield.
Pillar I — Detail
The post-pandemic shift toward experiential rural luxury, combined with planning relaxation around ancillary accommodation and rural diversification, has opened a structural gap: substantial private estates with under-monetised land. We acquire freeholds with material acreage at residential values, then layer permitted ancillary uses — luxury cabins, glamping pods, retreat venues, wedding consents — that triple or quadruple the gross income line without disturbing the principal residence. The capital exit remains intact; the income profile transforms.
Off-market estates, 10–40 acres, South East, £4–15m typical lot.
Cabins, glamping, weddings, retreats — within ancillary-use planning, typically 6–12 months from completion.
Stabilised running yield ~7%, optional sale post-stabilisation.
Edge: Aequitas operates a hospitality stack at scale through our hospitality operating partner. Acquisitions are screened for planning history, AONB / green belt status, and TPO constraints before bid.
Pillar II — Detail
Prime central London is the longest-running compounding capital asset in UK real estate. The income line, however, has been depressed for a decade by long-let yields rarely above 2–3%. Operating the same asset as a serviced apartment block — Knightsbridge, Mayfair, Belgravia, full hospitality programming — converts the income into hospitality territory (4%+) while preserving the freehold compounding mechanism. Capital exit is conventional: the asset reverts to long-let or owner-occupier sale at any point.
Mansion blocks and townhouses in W1, SW1, SW3, SW7. £8–25m typical lot.
Hospitality fit-out, licences, brand and channel onboarding — typically 9–18 months.
Hospitality yield 4%+, capital appreciation ~8% p.a. blended.
Edge: existing operational platform and known operator relationships across PCL. Reference: the Cadogan Square Collection currently under preparation.
Section IV
Indicative of the basket. Headline figures will be added at sign-off.
Section V
Indicative blended returns at three positions on the dial. Net of compartment-level fees.
Indicative only. Not a forecast. Net of compartment-level fees. Capital at risk. Past performance is not a reliable indicator of future results.
Section VI
Definitive terms set out in the compartment's Note Issuance Documentation. This page is a marketing summary and does not constitute an offer or solicitation.
Section VII
A 30-minute call to confirm fit and answer questions.
Full pipeline, terms, prior-deal evidence.
Note Issuance Docs and committed capital.