Charity Times Property Roundtable
Creating property strategies to enhance your charity’s mission
Wednesday 19 June 2019
Searcys at The Gherkin, 30 St Mary Axe, London EC3A 8EP
Investing in property can be hugely advantageous for charities, especially if the investment seeks to advance the organisation’s overall mission. Despite its obvious benefits, playing in the property market can be a risky game and charities must ensure they create robust strategies fit for any economic turbulence that may arise.
Join Charity Times, in association with Cluttons, Buzzacott and Bates Wells & Braithwaite for an informative discussion about property investment, with insights into the simple methods for creating sustainable strategies able to survive economic and political uncertainty.
An introduction to property
- What are the options available to charities in terms of maximising property performance from an occupational and investment perspective?
Market considerations and trends
- What macro issues are currently having an impact upon the property market and what market conditions should charities be looking out for before implementing property strategies? What emerging property trends will charities need to consider over the coming years?
- Investing in property takes careful planning and it can be easy to fall foul of the law. What are the key legal obligations to consider when considering a freehold or leasehold acquisition for occupation or for investment purposes? What are the key points to be aware of in negotiations?
- The pitfalls of constructing, refurbishing or disposing of property can often be a challenge to negotiate. Issues such as entitlement to zero rate reliefs and calculating the potential VAT cost of a project can depend on the structure that is implemented from the outset. Subtle changes to a transaction can mitigate VAT, so what is the best way for charities to navigate through these complex rules and make the most of your property investments?
Identifying the pitfalls and red flags
- What are the risks associated with acquiring or disposing of property and how should charities seek to assess and mitigate them?
- The Charity Commission states charities must ensure the properties charities invest in are suitable for the charity’s purpose, but what other environmental, social and community issues should be taken into consideration when shaping a property strategy?
Who should attend?
-This event is an informal discussion for professionals from UK-registered charities, who have responsibility for the charity’s property portfolio/s. Registered charities must have an income of at least £1 million and a charity registration number must be provided before being accepted to attend.
11:00 – 11:30 Arrival and coffee
11:30 – 13:00 Introduction to fellow guests and roundtable discussion
13:00 – 15:00 Complimentary three-course lunch
Brought to you by Charity Times Events