Hearthstone Investments is the UK’s first specialist residential property fund manager, investing in mainstream family housing and low-rise apartment blocks sourced from selected house builders.

Locations are carefully chosen for their investment potential, underpinned by strong rental demand.

In 2020, Carter Jonas was appointed to provide lettings and management services on a Hearthstone portfolio of 113 new build residential properties across four sites in Oxfordshire, Buckinghamshire, Bedfordshire, and Northamptonshire. The properties within Carter Jonas’s remit comprise of a selection of two-bedroom and three-bedroom houses as well as one and two-bedroom apartments.

Our role involves the full cycle of letting and management services, from marketing the properties and securing tenants on the best terms, to property management (including regular inspections, ongoing maintenance, decoration and repairs) and ensuring that all compliance, and health and safety requirements are always upheld. We also provide block management services on the three apartment buildings within the portfolio.

For this client we provide comprehensive financial reporting, on a monthly basis, such as is required by institutional investment funds. 

These services are provided by our experienced Oxford Lettings team, under the guidance of our Portfolio Lettings & Management department.

“We are pleased to be working with Carter Jonas on this portfolio, which forms an important part of Hearthstone’s strategy of sourcing good quality homes in suburban regional areas that offer sustainable employment opportunities. We have been impressed with Carter Jonas’ service in letting & managing these properties and look forward to working with them as our residential fund continues to grow.” 
- Richard Otten, Director of Hearthstone Investments Ltd