Freehold commercial investment in
Sainsbury’s, Tesco and Wilkinson stores.

Shares are being offered in a freehold investment of retail stores let to Tesco, Wilkinson’s and Sainsbury’s.

All stores have new lease agreements for a minimum of 15 years and benefit from a Dun and Bradstreet 5A1 rating (the highest credit score possible).

Individual Investments

This collection of 13 retail stores has a gross value of £25m. Individual investments can be any amount to suit the investor’s needs with a minimum investment of £7,500 - see Return and Capital growth chart.

Stores in the Portfolio

Sainsbury’s: Buxton / Derby / Newark / Preston / Swansea / Welshpool
Tesco: Barrow in Furness
Wilkinson: Birmingham / Chester Le Street / 2 x Lincolnshire / Pembroke / Tipton

Free from market fluctuations

Investment in this portfolio is not subject to fluctuations of the Stock Market or the wobbly property market. These stores are contracted to the retailers on15-25 year leases with upward only independent rent reviews. The valuer anticipates a wind fall gain at the next rent review (this potential gain is not reflected in the Return and Capital growth chart). These freehold properties generate an annual return and benefit from capital growth through contractual agreements not market reactions. All properties in this collection have full repairing leases putting the cost and onus on the tenant to maintain the property.

SIPP SSAS Pensionable Investment

HM Revenue and Customs accept this class of property to be held tax free within an approved pension scheme. Investments made out of net income get a full tax refund. The medium to long-term nature of this investment makes it an ideal investment to be held in a personal pension scheme.

How this Investment works

Investors apply for a share of this portfolio indicating the size of investment required. A £250 charge is made for this application irrespective of the size of investment required. When the fund is fully subscribed, a Limited Liability Partnership (LLP) is formed to own and manage the portfolio. Investors will have 28 days following receipt of the LLP documentation to complete and forward investment payment. Investors are partners in the LLP with ownership and voting rights in proportion to the size of their investment. Investors contribute 50% of the gross value and Royal Bank of Scotland plc is providing a commercial loan for the other 50%.

Over the course of the investment, income generated will be used to repay the loan. The LLP is managed by an appointed professional team; with solicitors to the LLP being Pannone LLP and accountants Booth Ainsworth.

Investment in this fund is for a minimum of 5 years. After this initial period, investments can be sold, transferred or additional investments bought. Details are set out in the LLP documentation including procedures for dealing with certain unusual events.

Next Steps

Complete the application form detailing the level of investment required. Ref. for this investment is STW 0308.

The Individual Investment Co application form can be downloaded here:

Make £250 application cheque payable to STW 0308 and post along with completed application form to:

STW 0308
Clifton Square
Alderley Edge
Cheshire
SK9 7NW

Once the fund is fully subscribed, you will receive the full LLP documentation along with confirmation of your allocation.

Money Back Guarantee

Should this fund not progress for any reason, application fees will be repaid in full. If the investor does not invest following preparation of LLP documentation application fees are non-refundable.

Frequently asked questions

To view frequently asked questions relating to this investment click here.