Real Estate – Weinberg Finance Partners

REAL
ESTATE—

Investment and management efforts are centered on handling complex operations

Our Investment Strategy —

Urban Revival Strategy

Our Urban Revival Strategy focuses on revitalising underutilised commercial and mixed-use assets across Greater London and other key UK cities. We target properties that no longer meet modern occupational, environmental or lifestyle demands, transforming them into vibrant and sustainable spaces aligned with today’s workforce and community needs.

This strategy is built on three core principles. First, a data-driven investment culture that informs our acquisition and development decisions. Second, a deep understanding of tenant expectations across sectors undergoing rapid change. And third, a hands-on, building-by-building transformation approach that tailors solutions to the specific context of each asset.

Environmental, Social and Governance (ESG) factors are embedded from day one. Since April 2023, our Urban Revival Fund has been recognised under the UK Sustainable Investment Label. All repositioned assets are aligned with modern environmental and wellbeing standards. These include enhanced energy efficiency, wellness-driven amenities, biophilic design elements and smart technology infrastructure.

To date, over 85 percent of the fund’s capital has been committed. Early discussions are now shaping the design of Urban Revival II, our next fund, with a continued focus on adaptive reuse opportunities in core urban areas including London, Manchester, Birmingham and Edinburgh. We are targeting sectors experiencing structural shifts, such as urban logistics, creative office hubs and modular residential models.

Since late 2022, commercial real estate values in the UK have declined significantly, with some central business district assets dropping by as much as 35 percent. We view this as a rare opportunity to acquire high-quality assets at historically attractive entry prices. The transformation of the built environment today is not only financial in nature. It is driven by the fading relevance of outdated buildings and the rise of modern, green and flexible spaces. Execution on the ground, planning expertise and integrated management are now more critical than ever.

All of our assets are located within major UK cities. Every transaction to date has been sourced through direct relationships and off-market opportunities. Each project targets recognised environmental certifications and includes outdoor terraces, gardens or rooftop access. A majority of our current capital is concentrated within the London Knowledge Quarter and the MediaCity innovation zone.

Our Investment Strategy —

Essential Living Strategy

The Essential Living Strategy is a long-term, income-focused platform centred around the UK’s growing need for senior living and supported housing. As the demographic shift accelerates, the demand for high-quality, purpose-built homes for older adults continues to rise. These residents increasingly value autonomy paired with access to care and community.

Our open-ended vehicle, Evergreen Living Partners, currently manages £90 million in equity. The portfolio spans five active developments across Oxfordshire, Kent, the West Midlands and the North West. Locations are selected based on accessibility, demographic suitability and potential for integration with wider community infrastructure.

Evergreen Living delivers stable and inflation-linked income streams underpinned by demographic certainty. Our schemes prioritise quality of life, incorporating wellness services, communal social areas and thoughtfully landscaped outdoor environments. Sustainability and energy efficiency are core to the design process.

We are currently evaluating the launch of a second vehicle under the Essential Living umbrella. The new strategy would focus on under-served towns in the South East and Midlands, leveraging emerging healthcare partnerships and addressing gaps in provision across integrated care systems.

Our Investment Strategy —

Tailored Mandates

Our Tailored Mandates business gives institutional partners access to fully customised real estate strategies. Each mandate is developed in close collaboration with the client to meet specific objectives, whether that means stable income, regeneration potential or ESG leadership.

This strategy is highly flexible, encompassing asset classes such as logistics, healthcare, residential and retail parks. In many cases, clients engage with us from the concept stage, presenting a particular challenge or vision. We then lead the design, sourcing and execution of the investment, supported by our in-house asset management team.

We currently manage over £500 million in assets through this bespoke platform. Partners include leading North American and European institutions seeking dedicated exposure to UK real estate. Investment sizes under Tailored Mandates tend to be larger than those in our value-add funds, reflecting the targeted and often concentrated nature of these strategies.

Key figures —

£ 889.7 m

of AUM

+ 40

investors have already placed their trust in us

Our Approach —

Putting tenant needs at the centre of transformation

Our strategy begins with a deep understanding of how people use buildings today and how that is likely to evolve. We closely monitor shifts in workplace habits, housing preferences, logistics requirements and consumer behaviour to anticipate demand and ensure our repositioning projects are not only relevant but future-proof. This approach applies across all asset types, including office space, residential schemes, industrial facilities, hotels and retail destinations.

As society continues to change, whether through hybrid working, ageing populations, digital commerce or climate priorities, the built environment must adapt. We see opportunity in obsolescence. By aligning supply with actual user needs, we create spaces that are fit for purpose and commercially resilient, even in uncertain market conditions.

Our Investment Criteria —

Selective entry, clear exit strategy, strong fundamentals

We apply a disciplined investment approach rooted in asset quality, liquidity and value at entry. We are highly selective in our acquisitions, focusing on prime locations supported by sound fundamentals. We prioritise assets where we have a clear path to repositioning and exit, backed by strong local demand and operational feasibility.

Our access to off-market opportunities sets us apart. We maintain trusted relationships with institutional vendors, family offices and local stakeholders, allowing us to act decisively and with credibility. We actively seek properties where obsolescence has created a value gap, enabling us to reposition with precision and restore long-term liquidity.

We also benefit from cross-functional insight through our close alignment with private equity teams. This enhances our ability to evaluate and execute opco/propco strategies, separating operational businesses from their real estate holdings in sectors such as healthcare, hospitality and education. These models can unlock capital while maintaining strategic control for operators.

Vision and Execution —

Every building needs a strategy, not just a budget

Our strength lies not only in sourcing and acquisition but in execution. Each project begins with a clear product vision and is supported by an integrated delivery plan. We work with respected architects, planners and technical experts to design spaces that reflect the needs of end users and meet investor expectations. This includes tailored marketing, cost-return analysis and rigorous project oversight.

We are known for successfully delivering complex, high-impact repositioning projects. Our reputation for quality, transparency and reliability has earned the trust of private and institutional investors alike. All asset management is carried out in-house, whether within discretionary funds or bespoke mandates, ensuring alignment and accountability throughout.

As a UK-regulated asset manager with cross-sector expertise, we offer a strong understanding of economic trends and regulatory dynamics. Our ability to combine local execution with strategic foresight allows us to respond proactively to market shifts and create long-term value across cycles.

"In a landscape where many focus solely on scale, we remain committed to a disciplined investment approach that prioritises prudent entry pricing while safeguarding the liquidity of our assets. At the same time, we continue to deepen our hands-on, locally rooted management expertise, an essential combination that drives resilience and long-term success amid today’s unpredictable financial environment."

Rachel Hwang - Partner, Real Estate