Launched in July 2015, BREL Mixed Fund comprises of properties in Northampton, UK. Northampton is a prosperous UK town which has grown consistently and quickly over the last 50 years. The town is 1 hour from London and Birmingham and benefits from strong rail and road links. In recent years the town has started an ambitious regeneration programme, developing a cultural quarter and a new riverside university campus.
The Fund offers investors the chance to subscribe for shares in a portfolio of property picked by the Fund Manager to combine the consistent returns available from residential properties with the higher rental yields from commercial tenanted properties. The portfolio consists of 1 residential, 1 commercial, and 2 mixed use properties.
The portfolio was initially valued at £2.56m and Management forecast, based on current market performance and economic climate, that the value of equity will increase by 34% over the next 5 years (6.1% per annum).
Our commercial properties are fully let on fully insuring / repairing leases to various restaurant tenants and are all located in the centre of Northampton. The tenants are signed for 10-20 year leases with 3-6 months of rent deposit held. The residential tenants are all individually vetted and managed by a specialist property management company.
Properties may be sold as a portfolio within 5 years to realize cash gain if market conditions permit.
Mixed Fund Performance
2017
September's report on the Fund performance for the third quarter of 2017 can be viewed here.
June's report on the Fund performance for the second quarter of 2017 can be viewed here.
March's report on the Fund performance for the first quarter of 2017 can be viewed here.
2016
December's report on the Fund performance for the fourth quarter of 2016 can be viewed here.
September's report on the Fund performance for the third quarter of 2016 can be viewed here.
June's report on the Fund performance for the second quarter of 2016 can be viewed here.
March's report on the Fund performance for the first quarter of 2016 can be viewed here.
2015
December's report on the Fund performance for the fourth quarter of 2015 can be viewed here.
September's report on the Fund performance for the third quarter of 2015 can be viewed here.