Kate Lea Email & Phone Number

Cambridge, Cambridgeshire, United Kingdom

Cambridge, England, United Kingdom

Advising clients on their occupational property strategies to aid decision-making including evaluating options for relocation, redevelopment, repurposing and disposal. Employing stakeholder engagement and undertaking development appraisals and cashflows. Ranking of options.

Cambridge, United Kingdom

Seeking purchase opportunities for clients in all sectors, mainly in the East Region; advice on property strategy, investment return potential, development options and risks. Experienced in portfolio analysis, traditional and income strip transactions.

Cambridge, United Kingdom

Advising the Senior Bursar and College Council on the case for Master Planning for the College's Operational and Cambridge Investment Portfolios to maximise income and capital generation and secure the best opportunities for College operational needs.Managed the selection and appointment process of a Master Planner.Co-ordinating the Master Plan process for the College working with the Endowment Manager and consulting with Fellows, students and staff over their requirements.

Cambridge, United Kingdom

Researched and prepared an Estates Strategy for the operational property portfolio of the College - assessing (1) demand for accommodation throughout the College from all Members, their guests and visitors, (2) the current supply (3) anticipated changes in demand and supply over the project period of 20 years and (4) the impact on the College's Endowment portfolio. Selected, instructed and liaised with professional Master Planners. Investigated opportunities to enhance the experience of those studying at and working within the College within financial constraints. Reported on findings and making recommendations to the Estates Strategy Committee, College Council and Governing Body of Fellows. Transformed the annual reporting to the Investment Committee on the valuations and performance of the Endowment Portfolio to provide a comprehensive assessment of the College's 300 properties. Automated the process and set up procedures for future production. Liaised with colleagues responsible for managing the Portfolio. Arranged for the entire Operational and Endowment Portfolios to be digitally mapped and referenced, accurately cross checking with Land Registration Documentation.Supported other departments in College on all property related matters.

Cambridge

Recalled by the Partner in Fund Management to undertake research and prepare a report to the Group Board on a specific project, liaising with other offices and disciplines.

Cambridge

Contract role extended from 2 to 8 months in Commercial Fund Management undertaking valuations and strategic asset management including assessing and preparing assets for sale and landlord & tenant work, on behalf of multi-sector investment portfolios for four Cambridge University Colleges. The properties were multi-sector and country-wide and the role also involved working closely with other departments.

London, United Kingdom

Responsible for the Life Fund's Retail Property Portfolio leading a team of up to six. Assessed the portfolio and devised the portfolio and individual asset strategies, sought and purchased investment and development opportunities, undertook sales in accordance with strategy, identified and executed asset management transactions and developed retail schemes including shopping centres, supermarkets and leisure property countrywide, both in and out of town. Transformed centres through innovative development work. Responsible for Life Fund's indirect holdings in these sectors. Reported to Board. Worked with Co-investors and managed properties on behalf of other L & G funds. Liaised with retailers. Value managed up to £1 billion.

London, United Kingdom

Investment and asset management of properties in retail, office and industrial sectors. Also some valuation and property management. Portfolio sales and system testing of new property management system.

London, United Kingdom

Day to day property management for major clients including BBC Pensions, Scottish Amicable Investors and Strathclyde Pension Scheme, countrywide and across all sectors.

Graduate rotation in West End Office Agency, Retail Agency, Investment Valuation and Property Management Departments.

Mphil Land Management, Dissertation - Property: A Hedge Against Inflation?, Distinction

Ma, Geography

Activities and Societies: Captain of University Tennis and Squash Clubs; arranged University tennis tour to Dublin. Member of University.

A Levels, Maths, Geography, French, A,A,C