Living Capital Markets
Capital Markets
Providing clear, straightforward and comprehensive support; guiding entities through complex acquisitions or sale of assets in all living sub-sectors.
This includes strategies in Forward Funding, Forward Commitment and Operational Investment transactions.
Land transactional
With a deep pool of experience, and wide-ranging relationships in most real estate areas, our Living Capital Markets team involve themselves in Living Projects from inception.
Allowing for a thorough understanding and ability as to how real estate can unlock new opportunities and value.
Alternative capital
We understand properties are heterogeneous assets, our Living Capital Markets team acknowledges the difficulties in acquiring alternative funding in dynamic climates. We can introduce parties to competitive alternative capital.
Investment advisory
Providing real-time insight to help support financial decisions for Living Sector Investment.
With a passion for sustainable development and community-centric design, the team not only understand the strong, sustainable financial associated with investment into alternatives but are also passionate about helping strategies for thriving, living spaces for residents and businesses.
Assistance in understanding values and performance of complex real estate assets with the aim of helping investors make great decisions by assessing risk, asset performance, management and economic drivers for new investment, portfolio and new emerging strategies.
The advisory service also provides assistances for expansion in Living Investment sectors; assessing viability, funding structures and market consensus for new projects.
Case studies
Lee heads up our Living Sector capabilities, utilising his experience from previous senior directorial roles at FirstPort Group and Orchard & Shipman, providing consultancy and management services across a wide range of residential offerings.
Lee has previously had management responsibility for the UK’s largest BTR scheme at Wembley and advised high street names and investment funds on innovating new styles of BTR and residential offerings to market.
Becky joined Carter Jonas in 2022, having previously held roles at Cortland and MCR Property Group. She has over 15 years of property management experience across portfolio, block and BTR. Becky works within our central portfolio management team, acting on behalf of the client, and ensuring all operational services are delivered as per client expectations.
Maria joined Carter Jonas in 2018, her background of varied industries of manufacturing, hospitality and IT provides a strong analytical view on using reports to interrogate data bespoke for each client. Maria heads up the Living Sector Client Accounting team in Shrewsbury ensuring all client funds are managed under the RICS regulations and oversees the provision of our portfolio reporting and audit liaison.
Ali has been a part of the Carter Jonas team since joining their internship program in 2022. His role as an analyst in the Living Capital Markets sector utilises his financial economics background. Working closely within the PBSA and co-living sector, he plays a vital role in data analysis, underwriting, and reporting. With his dedication and expertise, Ali contributes significantly to the team's overall success.
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