National Portfolio operational living single family housing Oxford
Client
Hearthstone
Sector
Residential
Location
Oxford
How we helped
Living sectors
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Get in touch
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Lee Richards
Partner, Head of Living Sectors
020 7518 3248 Email me About Lee
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Lee heads up our Living Sector capabilities, utilising his experience from previous senior directorial roles at FirstPort Group and Orchard & Shipman, providing consultancy and management services across a wide range of residential offerings.

Lee has previously had management responsibility for the UK’s largest BTR scheme at Wembley and advised high street names and investment funds on innovating new styles of BTR and residential offerings to market.

In 2020, Carter Jonas was appointed to provide lettings and management services on a Hearthstone portfolio of new build residential properties across four sites in Oxfordshire, Buckinghamshire, Bedfordshire, and Northamptonshire.

Our role involved the full cycle of letting and management services, from marketing the properties and securing tenants on the best terms, to property management.

Since 2020, Carter Jonas has provided single-family housing management to Hearthstone Investments on its growing portfolio.

Initially for a quantum of 113 new build residential properties across four sites in Oxfordshire, Buckinghamshire, Bedfordshire, and Northamptonshire, the properties within Carter Jonas’s remit comprised of a selection of two-bedroom and three-bedroom houses as well as one and two-bedroom apartments.

Over the last three years the portfolio has expanded to 280 properties, with further development sites in the management pipeline.

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 any 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. We also work closely with the client’s asset management team to ensure they have full visibility of the day-to-day operation of the portfolio and have up to date information to hand.

These services are provided by our experienced Operational Living department in conjunction with our Oxford-based Central Lettings & Management team.

House in Hearthstone