TKO-II LP
TKO-II LP focusses on value-add and opportunistic strategies.
It is currently deploying across three broad strategies: logistics, structured credit and beds.
Logistics
Overview: Agglomerate small lots that are in the peripheral vision of larger institutional capital into a cohesive portfolio
Current Strategy: Aggregation of Logistics units or Multi-Let Industrial estates which either carry last mile characteristics today or in the future
Lot-size: 10-20 million
Target Locations: Identified cities with supply and demand imbalances across the UK and France.
Current Locations: Peterborough, Cardiff, Bristol, Brighton, Coventry and Paris.
Other Areas of Focus : City in-fill, Strategic Land, and IOS.
Structured Credit
Overview: Special situations where credit appetite is low and the equity risk is misunderstood
Strategy: Provide structured credit and/or equity capital solutions to investors, operators and developers in order to complete their business plans to exit
Ticket Size: 10 – 20 million
Locations: A bias towards City locations.
Current Locations: The Mailbox, Birmingham, UK
Areas of Focus: Out of vogue sectors, speculative/development finance, bridge finance
Beds
Overview: Our focus are on sectors that generate an outisized “yield gap” from PRS, BTR and BTS
Current Strategy: UK student accomodation with an emphasis on cluster living
Ticket Size: 2 – 20 million
Target Locations: Russell Group University cities and towns
Current Locations: See hello-homie.com
Other Areas of Focus : Extended Stay Hotels and Supported Living