Through sector specialisms and in-depth market knowledge, our investment experts provide tailored advice as well as off-market opportunities and offer exclusive buying positions.

Carter Jonas stands apart from other consultancies by ensuring our investment specialists work closely with our asset management teams to deliver an integrated service. Bringing these specialisms together guarantees superior returns for our clients over the duration of their investment. 

“The Investment Team at Carter Jonas responded quickly to our request for portfolio advice, adding significant value to London Borough of Hounslow through their market knowledge and approach towards negotiations. I would not hesitate to recommend them.
Lorelei Watson
Head of Treasury, Pensions and Capital. London Borough of Hounslow

Our Investment and Asset Management Services

Carter Jonas provides a full suite of agency services to clients, from product sourcing and financial modelling through to transaction management and due diligence. With a clear understanding of our clients’ investment strategies, we identify appropriate stock and negotiate on pricing and terms. What’s more, our integrated Investment & Asset Management platform informs our clients’ business plans and ensures that returns are maximised for the duration of the investment.

Our extensive market knowledge and wide range of industry contacts means that we are able to access off-market opportunities and offer exclusive buying positions. Understanding the market is the key to delivering high-return investments to clients. Through our established network of London and regional offices, we can advise our clients on the most appropriate method of selling and pricing. We also have an established track record in procuring development funding on complex mixed-use assets. Our team includes RICS-registered valuers, and we are able to provide purchase reports and Red Book valuations to support acquisitions, when required. 

Increasingly, our clients are seeking ongoing advice to ensure that their portfolios are optimised to produce the highest returns. Our Investment Advisory team works closely with clients to offer the following services:

  • Review of a property’s performance against its peer group
  • Annual business plans, including projected future performance.

We work closely with clients and other stakeholders to promote a sustainable approach to property investment through the entire life cycle of real estate.

Some of our Clients

Target Follow
University of Oxford
Department of Work and Pensions
@ Mike Prosser
Michael Prosser
Investment and Asset Management
020 7518 3224 email me about Michael
@ Tom Forman
Tom Forman
0207 016 0736 email me about Tom

Three career highlights:

Director, Helical Bar; Owner/Director Stiles Harold Williams; Owner, Whittingham Prosser.

I can provide advice on:

Three career highlights:

  • Sale of former Caterham F1 facility in Oxfordshire.
  • Acquisition of 20 offices across the Midlands for occupier taking on a government contract.
  • Various acquisitions of investment opportunities on behalf of retained local authority clients.
I can provide advice on:
Find me on Linkedin


Carter Jonas enjoys a close relationship with the UK’s leading developers including Berkeley Homes, Barratt, Great Portland Estates, Battersea Power Station, Telford Homes, Galliard Homes and Ballymore.


Related services

Property & Asset Management

The Carter Jonas approach is to ensure that the relationship between landlord and tenant is produ...

Explore service