ROUGEMONT ESTATES LIMITED

Name

ROUGEMONT ESTATES LIMITED

Legal name

Rougemont Limited

Website

https://rougemontestates.co.uk

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Commercial Real Estate Investment Management

NAICS

Other Financial Vehicles (525990), Other Financial Investment Activities (5239)

SIC

Investors, Nec (6799), Operators Of Nonresidential Buildings (6512)

akta.pro primary industry

Core Real Estate (Stabilized/Core-Plus) (FSAAAKAA)

Keywords

• Commercial property syndication
• Syndicated real estate investments
• Investment management services
• Unregulated collective investment schemes
• High net worth property investments

Headquarters

HQ city

Wakefield

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Operations, Personnel, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Arrangement Fees: Charged for arranging investments; no pre-determined annual fees. Alignment of interests with investors through performance-based fees paid at the discretion of investors once value has been achieved.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Rougemont Estates is a specialist UK investment manager that arranges syndicated commercial property investments through FCA-authorised Unregulated Collective Investment Schemes (UCIS). For each property purchase, a bare trust is established with an independent professional trustee holding legal title, allowing High Net Worth and Sophisticated investors to become direct beneficial owners of quality tenanted investment properties in proportion to their investment. The firm sources, structures, and manages these property syndicates, delivering income returns and planned exits to professional investors.

Product overview

Rougemont Estates operates as a specialist investment manager focused on syndicated commercial property investments. The company offers a unified platform for High Net Worth and Sophisticated investors to participate in commercial property ownership through FCA-approved syndicate structures. The core product is the Syndicated Commercial Property Investments scheme, which enables investors to become direct part owners of quality tenanted investment properties. Individual syndicate products include specific property investments such as The EH York Syndicate, The Marshalls Elland Syndicate, Metro Logistics Barnsley Syndicate, Halifax Bank Sheffield Syndicate, and The Cocoa Suites Lending Syndicate. All investments are structured through bare trusts with independent professional trustees holding legal title.

Differentiator

Problem solved

Functional benefit

Products and services

• Syndicated Commercial Property Investments FCA-approved syndicate structure under which High Net Worth and Sophisticated investors become direct beneficial owners of quality tenanted commercial investment properties via bare trusts with independent professional trustees holding legal title.
• The EH York Syndicate A Grade 2 listed office property in York with English Heritage as tenant; sold in March 2024 after lease extension and rent review.
• The Marshalls Elland Syndicate An out-of-town headquarters office investment near Leeds with a 25-year lease (no break options) to Marshalls, expiring 2037, with fixed annual rent increases every fifth year.
• Metro Logistics Barnsley Syndicate

Quantifiable outcome

• 6.5% average annual distributed income return paid quarterly in advance
• +1 more outcomes

Named customers15 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators8 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Wealth Club: Wealth Club is a UK investment platform curating HNW-only opportunities, including property syndicates and EIS/SEIS schemes, with investor certification gating. Directly comparable go-to-market and customer segment to Rougemont's syndicated commercial property offerings.
• Property Partner (Funding Circle): Property Partner pioneered UK residential property crowdfunding for individual investors before being acquired by Funding Circle. Comparable pooled UK property investment model targeting retail and HNW investors seeking direct ownership exposure.
• Bricklane.com: Bricklane operates an online platform offering fractional investment in UK residential property to individual and HNW investors. Comparable in pooling investor capital for direct UK real estate exposure, though with a retail-leaning tech distribution model.
• IP Global: IP Global runs a syndicated property investment platform enabling HNW investors to participate in direct real estate ownership across multiple geographies. Closely comparable to Rougemont in offering pooled, FCA-style regulated property syndicates to sophisticated investors.
• London Central Portfolio: London Central Portfolio is a specialist UK property investment manager focused on prime central London residential for HNW investors, structuring pooled vehicles. Comparable specialist investment manager model for HNW clients in a specific UK real estate niche.

Broad incumbents

• CBRE Investment Management: CBRE Investment Management is the global real estate investment management arm of CBRE Group, managing institutional capital across UK and European commercial property. Comparable as a commercial real estate asset manager but at institutional scale, not HNW syndication.
• Avison Young: Avison Young is a global commercial real estate services firm with investment and lease advisory capabilities. Lynsey Wilson, Rougemont's Investment Manager, joined from Avison Young's Newcastle office, and the firm represents the broader incumbent advisory market Rougemont competes against for deals and talent.
• Knight Frank: Knight Frank is a global real estate services firm with capital markets, asset management and syndication capabilities. James Craven himself previously worked in Knight Frank's commercial asset management business. Overlaps with Rougemont on commercial property transactions and investor syndication but operates at far greater scale and breadth.

Emerging players

• LendInvest: LendInvest is a UK property lending and investment platform offering bridging, development and buy-to-let finance to professional and retail investors. Comparable in operating a technology-enabled UK property capital platform and competing for sophisticated investor capital, though focused on lending rather than direct ownership syndicates.
• Castle Trust (now part of Morses Club): Castle Trust has historically offered structured property-backed investment products to UK retail and HNW investors, with comparable direct real estate exposure products. Comparable customer base and product shape though operating under different regulatory structuring.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rougemont

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ROUGEMONT ESTATES LIMITED