A resilient market with strong fundamentals, cultural appeal, and securelong-term growth.
United Kingdom 🇬🇧
London
London Investment Highlights
30M+
Annual Tourists
London
Global Diversification
Strategic exposure across Asia-Pacific and European markets with distinct risk-return profiles.
FX Alpha Opportunity
Capitalize on cyclical currency undervaluation in JPY and GBP relative to USD and SGD.
Central London Commercial Retail (F&B Tenanted)
Attractive FX-Driven Entry Opportunity
GBP remains historically weak, especially post-Brexit. Allows USD and SGD investors to acquire central London retail at favorable FX-adjusted valuations. Expected BoE rate cuts from 2026 may strengthen GBP, providing additional return uplift.
F&B Retail Demand Is Exceptionally Resilient
Food and beverage is London’s most recession-resistant retail category. Destinations like Soho, Covent Garden, Marylebone, and Shoreditch enjoy strong daily footfall from tourists, residents, office workers, and students.
Structural Supply Constraints Create Pricing Power
Strict planning rules and extraction requirements restrict new F&B supply. Tenants invest heavily in fit-out, reducing turnover and driving rental stability. Prime units with kitchen infrastructure command premium rents.
Strong Tenant Demand from Tourism + Local Population
London attracts over 20 million tourists annually. Hybrid work patterns support steady weekday and weekend footfall. High competition among global brands and local concepts for central retail frontage.
Attractive Yields vs. Other UK Asset Classes
F&B retail units outperform offices, logistics, and residential yields. Smaller unit sizes (500–2,500 sq ft) attract less institutional competition, enhancing returns.
Re-leasing opportunities at market rents. Higher turnover rents in select high-footfall streets. Elizabeth Line continues to enhance accessibility and footfall.
Soho
Prime F&B District
Convent Garden
Prime F&B District
Marylebone
Prime F&B District
Shoreditch
Prime F&B District
Summary:
Central London F&B retail provides stable, resilient income backed by tight supply, strong consumer demand, inflation-linked rents, and meaningful FX and valuation upside.
London – A safe haven in an uncertain world
London – A safe haven in an uncertain world
Global financial hub that continues to attract businesses and professionals.
Stable and transparent real estate market – underpinned by robust legal frameworks.
Enduring appeal as a secure and attractive destination for investment – particularly during periods of global economic uncertainty.
London’s west end – a global destination
London’s west end – a global destination
High-performing retail, hospitality, and leisure destination in London.Â
Unrivalled concentration of heritage, culture, and the arts.
Large and diverse consumer base with seven-day-a-week trading environment and excellent transport infrastructure.
Resilient retail sector with strong fundamentals
Resilient retail sector with strong fundamentals
Inflation-indexed long leases providing certainty of income.
Minimal OpEX costs as tenants are obliged to repair and insure property.Â
Benefits from broad Class E use (e.g. shops, offices, restaurants and more) that provides greater leasing flexibility.
Our Selected Portfolio - London
We are managing 4 commercial properties in prime Zone 1 London.
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