Henley Investment Management

Henley Investment Management is a globally established investment firm that was founded in 2006. The company operates as a full-service investment firm, primarily focusing on alternative assets within a broad real estate-led platform. Henley Investment Management aims to protect and grow investor capital through its various investment strategies. The firm's stated vision is to continue to be a trusted home for capital, known for smart investing. In the United Kingdom, Henley Investment Management Ltd is authorized and regulated by the Financial Conduct Authority under firm reference number 943587. The firm partners with institutional, family office, and high net worth limited partner investors in its investment opportunities.

The firm originates and manages real estate investment opportunities through several structures, including discretionary funds, segregated mandates, and opportunity-specific SPV funds. Henley's investment approach spans the risk/return spectrum, encompassing opportunistic, value-add, core plus, and core strategies. A primary investment principle for the company is to ensure the preservation of invested capital, while a secondary principle involves fully exploring options to maximize returns. Opportunities pursued by the firm typically involve some form of arbitrage, distress, or dislocation. Henley Investment Management invests globally across residential, commercial, and alternative sectors. The company also integrates Environmental, Social, and Governance (ESG) principles into its strategy, aiming to create sustainable returns in an effective and responsible way.

Since 2017, Henley Investment Management has operated the Secure Income Property Unit Trust (SIPUT), which is a fully discretionary fund with a 25-year life. This fund is open to large pension fund investors seeking regular, inflation-protected dividends. The initial SIPUT fund closed on September 30, 2021, and a new evergreen fund, SIPUT 2, was subsequently launched in 2022. Looking ahead, the firm plans to introduce additional discretionary closed-end funds and Separately Managed Accounts (SMAs) for opportunistic, value-add, and core plus strategies. Between 2006 and 2022, Henley Investment Management deployed over $3.1 billion in capital across multiple sectors and geographies. The company has executed more than 100 discrete investments or strategies during this period.

While Henley Investment Management's portfolio is diversified across various real estate sectors, the firm demonstrates involvement in residential and social housing initiatives. In the core and core plus investment space, the company focuses on achieving high social impact through the provision of long-term social housing. Henley has launched dedicated social housing investment funds, which are designed to provide high-quality, sustainable housing solutions for vulnerable communities. These funds align with the firm's commitment to responsible investing, seeking to deliver both financial returns and a positive social impact. The company's investment in residential assets is part of its broader strategy to deliver consistent returns across economic cycles while making a positive impact.

Henley Investment Management is led by an experienced team of global investors, operators, and entrepreneurs. This team provides hands-on management and value creation throughout the entire investment lifecycle. The firm's culture emphasizes being positive, transparent, and exuding a winning mentality. Environmental, Social, and Governance (ESG) principles are central to Henley's operations, with a commitment to embedding them meaningfully within the firm's culture and investment assessments. The company aims to build a substantial international private equity business, with a goal to reach £10 billion in assets under management by 2030 and to be a top 10% Private Equity Real Estate (PERE) firm by investment performance.