Real Estate Investment Proposal
Prepared for [Client]
Investment Summary
The Hidden Oasis precinct
This document relates to Helix Properties, Inc.'s ("Helix") proposed development of the Hidden Oasis precinct in Central London during the course of 2025–26.
Project description
Helix proposes to acquire 2 adjacent parcels of land to create a 4 acre site – of which 3 acres are currently empty land. Helix will need to seek a hybrid residential and commercial re-zoning of the site before proceeding to construct buildings comprising 80 apartments and 10 commercial premises.
Market overview
Rental rates in the markets for residential and commercial properties in Central London have been growing at 10% per annum for the past 3 years. These rates are not expected to significantly change over the next 4 years.
Commercial and residential vacancy rates in the market are currently 9% and 4% respectively. These rates are expected to fall significantly over the next 2 years.
Financial analysis
Total estimated capital required = £130,000,000
Expected return on investment = 24.1%
We are proposing that Double Down Investments, Inc. ("Double Down") invest 40% of the total estimated capital in return for 50% of the profits generated.
Project Description
Helix proposes to acquire 2 adjacent parcels of land to create a 4 acre site – of which 3 acres is currently empty land. Helix will need to seek a hybrid residential and commercial re-zoning of the site before proceeding to construct buildings comprising 80 apartments and 10 commercial premises.
Located in the heart of Central London, the site covers 4 acres and is located close to all desired amenities, including public transport, schools and shopping centres – making the Hidden Oasis precinct ideal for families and young urban professionals looking to live closer to their place of work.
The land is currently zoned for commercial premises only. Helix will submit an application for a hybrid commercial and residential zoning of the site in May 2025.
Details
Ground floor plan
Upper floor plan
Exterior rendering
Interior rendering: Commercial premise
Interior rendering: Apartment
Area Map
Market Overview
Central London has been historically populated by single, young professionals. In 2010, 70% of the population was aged 24–35, 60% lived without a spouse, partner or other family member, and 90% worked within 1 km of their residence.
All but the last of these figures are expected to change significantly by 2020 – the population aged 24–35 will fall to 45% while the 35–55 age group will increase to 40%, and 90% of residents will live with a spouse, partner or other family member.
Transport
The Hidden Oasis precinct will be located within 200 metres of Victoria station.
Employment
Central London includes London's central business district, along with its law and finance districts that together employ 150,000 people. Employment opportunities are aplenty, particularly for the demographic at which the Hidden Oasis precinct will be targeted.
Shopping
The Hidden Oasis precinct will be located immediately next door to the London Eastfields Shopping Centre, which includes 2 major supermarkets and more than 100 variety stores.
Medical
The Hidden Oasis precinct will be located within 500 metres of the Queen Elizabeth Hospital, which includes a Children's Ward.
Schools
The Central London school district is one of the United Kingdom's highest performing school districts, comprising 10 of nation's best top 20 public primary schools and 15 of the nation's top 20 public high schools.
Recreation
Central London is full of recreational facilities, including public parks (such as King George's Central Park, located about 350 meters away from the Hidden Oasis precinct), cinemas (located within the London Eastfields Shopping Centre), gyms and public pools.
Central London continues to outperform all other locations throughout the United Kingdom on all real estate metrics. Experts unanimously agree that Central London will continue to enjoy excellent growth prospects until at least 2030 – while millenials and small families continue to favour urban and city-centre residences over suburban residences.
Rental rates in the markets for residential and commercial properties in Central London have been growing at 10% per annum for the past 3 years. These rates are not expected to significantly change over the next 4 years.
Commercial and residential vacancy rates in the market are currently 9% and 4% respectively. These rates are not expected to significantly change over the next 2 years.
Commercial and residential real estate construction in Central London is at an all-time low due to restrictive government regulations which are due to be removed in May 2025. Due to this and due to increasing demand for properties within Central London, inventory levels are extremely low and prices are sky-rocketing.
Schedule
Construction is expected to commence in July 2025 and to be completed by February 2025. All apartments are expected to be sold by May 2026. The project will be broken down into phases with the following tentative deadlines.
Phase 1 | Finalising architectural designs | 30 April 2025 |
Phase 2 | Development applications | 31 May 2025 |
Phase 3 | Construction levels 1-3 | 31 October 2025 |
Phase 4 | Construction levels 4-10 | 1 January 2025 |
Phase 5 | Construction levels 11-15 | 1 February 2025 |
Phase 6 | Sales | 31 April 2025 |
Financial Analysis
Lease pricing: Commercial premises
Class A (4,000 sq. ft.) | £6,000 per week |
Class B (6,500 sq. ft.) | £11,500 per week |
Class C (10,000 sq. ft.) | £22,000 per week |
Lease pricing: Apartments
Class A (500 sq. ft.) | £1,000 per week |
Class B (900 sq. ft.) | £1,700 per week |
Class C (1,500 sq. ft.) | £2,900 per week |
Penthouse (5,000 sq. ft.) | £9,800 per week |
Projected net income
See below for our project net income analysis over a period of 5 years.
Note: Feel free to adjust the numbers in the sheet to see how different eventualities affected the 'expected net income' figure.
Investment Fees
Management fees
Description | Item | Quantity | Price |
|---|---|---|---|
Assuming an initial investment of £52,000,000 | |||
10% of actual return on investment (as estimated today) | $5,000,000.00 | 1Unit | $5,000,000.00 |
2% of total investment | $1,040,000.00 | 1Unit | $1,040,000.00 |
Our Work
Helix Properties, Inc.
was established in 2005 and has spent the past decade developing major real estate precincts throughout the United Kingdom. We are a team of experienced developers committed to developing great properties and generating excellent returns for our investors.
A few years back, we developed a commercial shopping precinct in West London and saw a 310% return on investment within 7 years.
Our Team
We're a team of 8 real estate specialists based in Central London. Our team is led by:
Jenny Brookes
CEO, Helix Properties, Inc.
With a strong background in finance and extensive experience in the real estate industry, Jenny has successfully led Helix Investments to become a key player in the London property market. Her strategic vision, exceptional leadership skills, and commitment to delivering value to clients have been instrumental in driving the growth and success of the company.
Toby Bennett
COO, Helix Properties, Inc.
With his comprehensive knowledge of operational management and financial strategies, Toby plays a pivotal role in overseeing the day-to-day operations of the company. His expertise in streamlining processes, implementing efficient systems, and managing resources has contributed to Helix Investments' operational excellence and continued success.
Showcasing the development
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