ANG Property Investor Profiles Fund Anglesea Capital Angelo, Gordon Europe Ltd 11 Hill Street, London W1J 5LF 25 Hanover Square, London W1S 1JF Tel: 020 7629 5324 Tel: 0207 758 5300 Fax: 0207 758 5420 Email: [email protected] Email: amittal@angelogordon. com Web: www.angleseacapital.com Web: www.angelogordon.com Contacts Contacts Rhys Lewis (Managing Director) Anuj Mittal (Real Estate) Comment Comment Anglesea Capital Ltd was formed by former Rockpoint director Rys US private equity fund manager Angelo Gordon announced plans is Lewis. to invest a substantial proportion of its $2bn of property funds in the UK. (07/09) 05/10 - Anglesea Capital held a 6% interest - London & Stamford Property the remaining 94% - for the £208.5m acquisition of Radial The privately owned fund manager is investing two funds: its $800m Distribution Limited. The Radial portfolio comprised 16 prime AG Core Plus Realty Fund II, of which it has already spent around distribution warehouses totalling 3.4m sq ft (total site area of 165 35%; and its $1.25bn opportunity fund, the AG Realty Fund VII, of acres), in prime locations across the UK. which around 25% is invested. 12/11 - London & Stamford and Anglesea subsequently sold the 05/10 - Angelo, Gordon, Gracemark Investments and US hotelier Triangle Distribution Portfolio and including the recently acquired Amerimar Enterprises bought the 275-bed Jolly St Ermin’s Hotel in 5110 Magna Park, Lutterworth for a consideration of £265m . London’s St James’s from NH Hotels for £65m. Anglesea will continue to manage the portfolio with Blackstone as its equity backer. 01/11 - Angelo, Gordon and Lathe Investments acquired the 340,000 sq ft Castlegate shopping centre in Stockton-on-Tees for Anglo Scottish Properties Plc £27.8m. 100a Chalk Farm Road, London NW1 8EH 10/11 - Angelo, Gordon backed Quidnet Capital's acquisition of the Tel: 020 7284 1144 Fax: 020 7267 2477 Treaty shopping centre in Hounslow, Middlesex for around £37.5m - Email: [email protected] a 9% yield. Contacts 11/11 - Angelo, Gordon & Co bought the Frimley Business Park in Richard Mintz (Managing Director) Surrey, in partnership with Investream, for £15m - reflecting a 13.2% Year Ending Mar 2011 Mar 2010 Mar 2009 yield. The park comprises nine office buildings totalling 161,074 sq ft Turnover £2.63m £2.27m £2.57m on a 13.4-acre site. Pre-Tax Profit £1.78m £1.38m £1.44m Net Worth £26.6m £25.3m £26.3m Angle Property Ltd Total Assets £29.5m £28.9m £28.8m 7 The Village, Liscombe Park, Soulbury, Buckinghamshire LU7 0JL Tel: 01296 688914 Ankers & Rawlings Developments Ltd Email: [email protected] 22 Ringwood Road, Longham, Dorset BH22 9AN Web: www.angleproperty.co.uk Tel: 01202 574671 Fax: 01202 576869 Contacts Email: [email protected] James Good (Director) Web: www.arproperty.co.uk Tony Williamson (Director) Contacts Comment Stuart Rawlings (Director) Angle Property was set up by former Frontier Estates directors Comment James Good and Tony Williamson in February 2011 with backing Ankers & Rawlings continue to expand their existing residential and from Palmer Capital Partners. Angle will acquire and undertake its commercial portfolio and have a requirement for all types of own development and investment projects, as well as providing investment opportunity both with long term and short term income. development and asset management services to property owners and occupiers on a joint venture basis. 08/10 - Ankers & Rawlings Developments bought the 65,219 sq ft Havant Retail Park for £5.15m. The units are let to Homebase and 05/11 - Angle Property bought five schemes with a total gross AMF Bowling. development value of £60m from Frontier Estates, as part of the director's exit from the company. The five projects are spread Year Ending Jul 2010 Jul 2009 Jul 2008 across the industrial, office, retail and residential sectors in Turnover £8.08m £5.23m £8.84m London’s West End and the south-east in towns such as Hemel Pre-Tax Profit £0.72m £0.41m £0.44m Hempstead, Oxford, Aylesbury and High Wycombe. Net Worth £4.73m £4.14m £3.66m Total Assets £39.4m £31.6m £20m 07/11 - Angle Property agreed to sell its interest in 38-40 Eastcastle Street, W1, for £8m to a private Greek investor. The 11,000 sq ft Anvic Developments Ltd office and retail property was bought last year by James Good, director of Angle Property for £5.6m with funding secured from the Northbridge House, Elm Street Business Park Palmer Active Value Fund II, managed by Palmer Capital. Burnley, Lancashire BB10 1PD Tel: 0800 043 4500 Fax: 0161 212 1405 07/11 - Angle Property bought a 12,350 sq ft Luminar Liquid and Email: [email protected] Envy Nightclub venue in Redhill, Surrey for £1.355m. Angle plans to Web: www.anvic.co.uk bring forward a high quality mixed-used retail and residential development, potentially behind the retained 1930's art-deco façade. Contacts Paul Dawson (Managing Director) 10/11 - Angle Property paid the Phelps family £5m for 125-135 St Jesse Stott (Business Development Manager) Margarets Road, Twickenham. The period terrace comprises 6 ground floor retail units producing £310,965 from tenants including Year Ending Apr 2011 Apr 2010 Apr 2009 Tesco, Superdrug and Gymboree. The deal reflected a NIY of Net Worth £6.71m £5.29m £5.27m 5.67%. Total Assets £18.7m £16.4m £13.3m Section 2 - 10 The UK Property Investors Directory - 2012 Edition UK Buyers Index (01/10-12/11) Unit Shops - London Unit Shops - South West Unit Shops - East Midlands Singaporean investor 1 £18m Ignis Asset Management 1 £14m Merseyside Pension Fund 1 £12m Sirosa Liberty 1 £42m Investrealm Ltd 1 £0.7m Oakgate Group Plc 1 £3m Spanish investors 1 £1m Invista REIM 1 £16m Rowan Asset Management 1 £4m Square Bay Properties Ltd 1 £32m JP Morgan Chase 1 £3m Royal Ordnance Pensions 1 £3m Standard Life 1 £6m Kandahar 2 1 £5m Sheffield Mutual Friendly 1 £1m Threadneedle Property 1 £0.3m Lafarge UK Pension Trust 1 £5m Standard Life 1 £20m Trewen Properties Ltd 1 £5m LaSalle Investment Man 2 £9m Threadneedle Property 1 £13m Tribeca Holdings London 2 £30m Lewis Innovative Invest 2 £2m Wittington Investments 1 £6m UK & European Investments 1 £7m Lion Heart Business Park 1 £0.8m Unity Real Estate 1 £53m Local Shopping REIT Plc 1 £2m Unit Shops - West Midlands Vectis Property Group 1 £1m London & Western Holdings 1 £1m Aviva Investors 1 £4m Warburg-Henderson KAG 1 £16m London Bor of Southwark 1 £4m BNP Paribas REIM 1 £2m Williston Properties Inc 1 £13m Morgan Stanley REI 1 £4m CBRE Investors 4 £15m Wittington Investments 1 £80m Mountcharm Ltd 1 £3m Cobalt Developments Ltd 1 £0.4m Wrenbridge Land 1 £2m NewRiver Retail Ltd 2 £4m EPF Group 1 £3m NILGOSC 1 £5m First Property Group Plc 2 £12m Unit Shops - South East Panther Securities Plc 1 £2m Henderson Investors 1 £8m Alstom Pension Trust Ltd 1 £6m Pension Insurance Corp 4 £44m Hortons Estate Ltd 1 £1m Aviva Investors 1 £10m Redevco UK 1 £31m LaSalle Investment Man 2 £26m Aviva Investors UK RERF 1 £13m Redkite PAM 1 £5m London & Lothian Inv Ltd 1 £0.6m BAe Systems Pension Fund 1 £9m Royal Liver Assurance 1 £3m LXB Retail Properties Plc 1 £10m BBC Pension Trust 1 £5m S A Properties Ltd 1 £0.4m Morgan Stanley REI 1 £10m Boultbee 1 £2m SAL Pension Fund Ltd 1 £2m NewRiver Retail Ltd 1 £10m CBRE Investors 7 £36m Stanhope Plc 1 £6m Pelham Associates 1 £3m Chancerygate Group 1 £4m Thames Water Pension Fund 1 £4m Pension Insurance Corp 1 £14m Christs Hospital 1 £7m Wereldhave Property Corp 1 £10m Real Estate Investors Plc 1 £0.9m Danworth Holdings Ltd 1 £0.6m Wittington Investments 1 £8m Retail Plus Property 1 £10m Deramore Property Group 1 £5m Sheffield Mutual Friendly 1 £0.7m DTZ Investment Management 2 £38m Unit Shops - Wales USS 1 £4m Essex CC Superannuation 1 £3m Aberdeen Asset Management 1 £17m F&C Reit Asset Management 1 £2m Cheshire Pension Fund 2 £7m Unit Shops - North East Gearha Ltd 1 £1m Kildrummy Property Ltd 1 £2m Brookesworth 1 £7m George Riley Estates 1 £0.6m Llanwrtyd Wells Land Co 1 £0.2m CBRE Investors 1 £4m Heinz Pension Plans PIF 1 £2m Mansford Holdings Plc 1 £1m Helmsley Group Ltd 1 £1m Helical Bar Plc 1 £11m Morgan Stanley REI 1 £3m Investrealm Ltd 1 £0.9m Henderson Investors 4 £30m NewRiver Retail Ltd 1 £3m Merchant Place Dev Ltd 1 £12m ING REIM UK Ltd 1 £5m Sanderling Estates 1 £2m Moorfield REF LP 1 £0.6m JP Morgan Asset Man 1 £5m NewRiver Retail Ltd 1 £4m Knight Frank IM LLP 1 £3m Unit Shops - East of England Lafarge UK Pension Trust 1 £7m Aberdeen Asset Management 1 £11m Unit Shops - North West LaSalle Investment Man 1 £9m AREA Property Partners 1 £24m Aspect Property Group 1 £2m Legal & General Property 1 £3m Boultbee 1 £2m Aviva Investors 2 £17m Lothbury IM 2 £12m CBRE Investors 1 £3m British Steel PF 1 £19m LV = Asset Management 1 £8m Christs Hospital 1 £3m CBRE Investors 3 £10m LXB Retail Properties Plc 2 £10m ESAS Holding (Turkey) 1 £24m Dove Properties 1 £1m Mash Investments Ltd 1 £2m F&C Reit Asset Management 2 £28m DTZ Investment Management 1 £15m Milton Group 1 £3m F&C UK Property Fund 1 £4m Grosvenor Liverpool Fund 1 £19m Morgan Stanley REI 1 n/a Fairfax Securities 1 £0.8m J & A Estates LLP 1 £2m NewRiver Retail Ltd 3 £12m Glendale Securities 1 £1m Legal & General Property 2 £19m Pension Insurance Corp 3 £21m Henderson Investors 2 £9m Local Shopping REIT Plc 1 £3m Phoenix Life Ltd 1 £6m Howard Group 1 £5m Napier Brown Holdings 1 £2m Royal London Asset Man 3 £14m Ignis Asset Management 1 £8m NFU Mutual Insurance 1 £17m Royal Ordnance Pensions 1 £3m McKenna Property Holdings 1 £4m OLIM Investment Managers 1 £2m Scottish