Overview

Since its inception the Excellion group has made a variety of Principal Investments. In 2013, the Excellion group enhanced its principal investment offering when our management team established its first discretionary investment fund.

Since then, Excellion Investments has made more than 45 investments, with typical investment amounts ranging from £1 million to £15 million. As a rule, our group always has investment funds available for immediate investment. As a result, we can move very quickly. Moreover, given the lower-for-longer interest rate environment we are in, our investment team is heavily incentivised to invest. We are in active capital deployment and get excited by attractive investments. If you have an interesting opportunity at hand, please speak to us.

Property & Asset-Backed Private Equity

We have made a number of ‘active’ investments in assets and businesses where we either hat 100% control, a majority control position or an active minority position with board seats. More often than not, this has involved real estate assets, property-related operating businesses or asset-backed private equity.
As a lead investor, we are looking for active investments in the following areas:

Value-add commercial property
Examples: Hotels. Planning consent. Change of use. Lease renewals. Vacant assets. Portfolio break-ups. Special situations

UK Freehold acquisitions
We work closely with specialist partners to identify value in ground rents

Asset-backed Private Equity
Hotels. Specific experience with: Co-working assets. Trade counters (think: Howdens). Tenanted Pubs. Resi developments under PD


What we look for:

  • Property which makes sense today but where levers exist to enhance value
  • Operators with skin-in-the game or the opportunity to bring along operators of our choosing
  • Partners with demonstrable track records
  • Strong growth potential
  • Asset backing
  • Strong alignment of interests

  • What we look for

    Operators with skin-in-the game and a demonstrable track-record. Investments with strong growth potential and asset backing. A close alignment of interests.

  • Co-invest with us

    Where we have existing long-standing relationships, we regularly offer opportunities to co-invest on a deal-by-deal basis.