Assistant Fund Manager
Mike trained and qualified as a chartered surveyor (MRICS) and has over 10 years’ experience in the commercial real estate market. He has specialised in the active management and growth of Long indexed income strategies, most recently at KFIM and Aviva Investors.
Head of Transactions
Charlotte is a qualified solicitor with responsibility for managing and implementing transactions. Prior to joining the team, Charlotte trained and practised within the commercial real estate team at Travers Smith LLP, where she advised property funds, developers and lenders on a range of matters, including commercial and residential development and forward funding, acquisitions and disposal, re-financing and landlord and tenant work.
Charlotte is a qualified Chartered Accountant (ACA). Prior to joining the team, Charlotte trained and qualified in the real estate team at BDO spending five years working with large property funds, developers and contractors. Charlotte's role at LXi involves overseeing the group accounting, reporting and financial planning. Charlotte also has responsibility for REIT regime and debt compliance reporting and heads the Group’s ESG initiatives.
Head of Asset Management
Having qualified as a chartered surveyor at Knight Frank Simon spent the first 10 years of his career in Commercial Lease Advisory roles, latterly at CBRE, before moving into Asset Management. Since making the move he has managed a variety of asset classes including retail, offices, industrial and foodstores nationwide. Simon joined LXI in 2019 and oversees all Asset Management matters.
Chartered Accountant specialising in real estate and construction with a focus on REITsExperience leading all strategic financial matters, including Company reporting, budgeting and forecasting, treasury management and the monitoring of internal controlsPrevious role was Group Financial Controller at Empiric Student Property plc, where he gained knowledge, exposure and connections within the higher education sector.
Chief Investment Officer
Alex is a Chartered Surveyor with 25 years of industry experience. In her previous role Alex was Fund Manager of AEW UK REIT from IPO in 2015 until joining LXI in 2023. AEW UK REIT was the top performing REIT in peer group and winner of CityWire best performing UK Property Trust in 2021 and 2022. Before that Alex was Managing Director at UBS and Fund Manager of UBS Triton and UBS SERF.
Head of ESG
Barbora is responsible for leading and continually enhancing LXi REIT’s ESG strategy and works closely with the wider team to oversee implementation of environmental, social and governance considerations across all investments. Prior to joining the LXi team, Barbora was a Senior Asset Manager on LGIM Real Assets’ long income funds with dedicated focus on ESG strategy and implementation. Barbora is a qualified Chartered Surveyor (Property Finance & Investment pathway) with a total of 12 years’ experience in the real estate investment management sector, including a background in research and analytics.
Stacey Wood is a Certified Chartered Accountant (ACCA) with more than 12 years direct experience in the commercial property sector. Stacey qualified with Baker Tilly prior to joining Prestbury in 2010, where she spent the last seven years working as Financial Controller for Secure Income REIT Plc. Stacey joins the LXi team as Financial Controller following the merger in July 2022.
Robert Ward, MSc, MRICS, is a qualified Chartered Surveyor with more than 15 years’ experience in commercial property, specialising in operational real estate and long income mandates. Rob originally qualified with CBRE before joining Prestbury, helping to launch and manage Secure Income REIT through to its merger with LXi in 2022. Rob is now the Property Director for LXi REIT advisors.
Ismat has 28 years' experience in commercial, international growth and legal technology-led software industries across NASDAQ-listed and private equity contexts, including as a Board observer. She is currently Vice President and Group General Counsel at Synamedia Limited. Before this, Ismat spent almost 20 years at NDS Group as Vice President and Group General Counsel as it grew from a start-up investment owned by News Corporation, to being a NASDAQ listed company for 10 years, to being sold to Cisco Systems, Inc. for $5 billion. Ismat began her career at Dentons LLP.
Sandy Gumm, Bec, CA (ANZ), is an Australian qualified Chartered Accountant with over 29 years' experience and Chief Operating Officer of and a shareholder in Prestbury Investment Partners Limited, which was, until the merger became effective, the investment adviser to the SIR Group. She qualified as a Chartered Accountant in 1992 and worked for KPMG for nine years in Sydney and London before becoming Group Financial Controller of Burford Holdings Plc, where Nick Leslau was Chief Executive, in 1995. She was Finance Director at the time that Prestbury Group Plc was established in 1997, and in 2007 became Chief Operating Officer of Prestbury. Sandy was a director of Secure Income REIT plc and all of its UK subsidiaries throughout the time that it was listed and has also acted as its Company Secretary during that time.
John Cartwright was formerly Chief Executive of AREF from 2009 to 2019 and remains on the Board. His responsibilities as Chief Executive of AREF were to represent and promote the interests of members, promote best practice in fund governance and ensure the smooth running of the association. Prior to this, John was with M&G Real Estate (formerly PRUPIM) for nearly 35 years in a variety of roles; latterly as Head of Institutional and Retail Funds and a member of PRUPIM’s Board and Investment Committee. He has more than 20 years’ experience of managing pooled and segregated accounts for both retail and institutional investors. John is also a member of the Investment Committee of Lothbury Property Trust.
Nick Leslau, BSc (Hons) Est Man, FRICS, until the merger was the Chairman and majority shareholder of Prestbury Investment Partners Limited, investment adviser to the Secure Income REIT plc group of companies ('SIR Group'). Nick is a Fellow of the RICS, who has been Chairman and Chief Executive of Prestbury Investment Holdings Limited since it commenced business in 2000. He was Chief Executive of Burford Holdings Plc for approximately ten years up to 1997 and Group Chairman and Chief Executive of Prestbury Group Plc from 1998. He has sat on many quoted and unquoted company boards including, most recently, Max Property Group Plc, and is a member of the Bank of England Property Forum. Nick was a director of Secure Income REIT plc and many of its UK subsidiaries throughout the time that it was listed.
Non-Executive Senior Independent Director
Hugh brings over 35 years of real estate experience. He spent 13 years as a non-executive at TR Property Investment Trust plc, including four years as Chair, and is currently the CEO of Cadogan. He founded and chairs two Business improvement Districts, The Knightsbridge Partnership and The King's Road Partnership, and is Chair of the Knightsbridge Business Group. Previously, he was CEO of The Portman Estate and prior to that Director and Head of Investment Management at CBRE. Formerly, Hugh has been a member of the Council of the Duchy of Lancaster, Chair of the Westminster Property Association, Chair of the Estates Business Group, and a member of the Property Advisory Committee for the Natural History Museum. He is a Chartered Surveyor.
Cyrus is a highly experienced international investment banker with well-established corporate governance expertise and successful credentials as chairman. His career in capital markets spans over 40 years during which he has held senior executive and non-executive roles at leading global banks. He is currently the Chairman of the Board at OakNorth Bank and was previously non-executive director and Chairman of a number of institutions, including Citigroup Global Markets, the International Finance Facility for Immunisation and the International Capital Markets Association. Cyrus spent 15 years at Barclays Bank as Vice Chairman overseeing a number of areas including the bank's Public Policy and Government Relations units. Prior to this, he held a range of senior positions at Paribas and The World Bank.
Head of Investor Relations
Alex is responsible for managing investor relations for the group. Alex was previously an Investor Relations Manager for INTERNOS Global Investors, a pan-European real estate manager with €3.5bn AUM. Before that, Alex worked at Clearbell Property Partners, a UK opportunistic real estate manager, primarily assisting with raising their second fund which closed at £400m. Over the last 12 years, Alex has also worked as a Corporate Broker for public and private entities as well as providing IR consultancy to a range of FTSE 350 and small-cap companies.
Nick is Chief Compliance Officer for LJ Partnership. He has 30 years’ experience of financial regulation and compliance, having previously worked at HM Treasury; the US National Association of Securities Dealers (NASD); the Investment Management Regulatory Organisation (IMRO); in the compliance advisory teams at Deloitte & Touche and Ernst & Young; and as an independent compliance adviser. Nick is an MA of Oxford University.
As General Counsel and Head of Real Estate Transactions at LXi REIT Advisors, Alissandra is responsible for providing legal advice to the platform’s partners, fund managers and asset managers. Alissandra covers a wide range of legal services including all aspects of transacting real estate, fund governance and financing related matters. Prior to joining the business, Alissandra practised as a solicitor for 9 years at City law firm, Travers Smith LLP. She has significant experience advising cross-sector property funds, developers and operators on a broad spectrum of real estate matters, focussed on commercial development and forward fundings, acquisitions and disposals, re-financings and landlord and tenant work.
Freddie leads on all strategic financial matters including fund reporting, budgeting and forecasting, treasury management and the monitoring of internal controls. Freddie is both a qualified Chartered Accountant (ACA) and Chartered Surveyor (Property Finance & Investment pathway). He has significant experience in the property sector and previously worked advising similar businesses at the number one audit firm and advisor to UK REITs, as well with private property funds, developers and contractors.
Jamie has significant transaction management experience in the long income and forward funding real estate space. Prior to joining Osprey Equity Partners, Jamie spent five years in the City as a real estate lawyer where he acted for leading developers and property funds on a variety of deals, ranging from large scale residential developments to substantial commercial property transactions.
Partner and Fund Manager
Simon trained and practised as a solicitor at City law firm, Slaughter and May, from 1999 to 2006, following which he spent the next 10 years in private equity real estate, co-founding Osprey Equity Partners in 2011 and LXI REIT Advisors in 2017. Simon’s role covers a wide range of areas, including formulating Osprey’s investment strategies and products, raising equity and debt finance, asset selection, and negotiating and implementing transactions with vendors, purchasers, developers, investors, lenders and joint venture partners.
Partner and Fund Manager
John entered the commercial real estate market in 1987 and after qualifying as a chartered surveyor at Allsops moved to the investment team at Cushman & Wakefield. There he became a partner and spent the next 18 years advising a range of institutional investor clients on their UK acquisitions and disposals across the full range of real estate sub-sectors including retail (in and out of town), offices (London, Thames Valley and regional cities), logistics, and alternatives. John moved into private equity real estate in 2007 and co-founded Osprey Equity Partners in 2011 and LXI REIT Advisors in 2017.