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Ravenside Retail Park Edmonton

Prime London retail park


Ravenside Retail Park Contents 05 Executive Summary 06 Location 06 Socio Economic Profile 08 Situation 10 Description 11 Tenure 11 Tenant Trading 12 Tenancies 12 Service Charge 13 Planning 13 Covenant Information 14 Asset Management Opportunities 14 Outstanding Rent Review 14 Environmental Considerations 15 Proposal


Based on the excellent performance of the two anchor tenants we would anticipate very successful trading when these stores open. The adjacency of a regional anchor in IKEA and a large Tesco Extra clearly underpins the location and trading.

Edmonton Ravenside Retail Park

03



Whilst Wickes and Mothercare are the only tenants currently trading from the scheme we understand that these are amongst the top stores in their respective portfolios from a trading perspective.

Postcode

N18 3HA

Grid reference

TQ356920

Executive Summary ■■ The Maplin Electronics lease incorporates a fixed uplift in 2011 whilst the Wickes and Argos leases incorporate fixed uplifts in 2012.

centre on the A406, London’s North Circular dual carriageway, towards the southern boundary of the London Borough of Enfield benefiting from

■■ Whilst Wickes and Mothercare are the only tenants currently trading from the scheme we understand

exposure to a significant and extensive catchment.

that these are amongst the top stores in their respective portfolios from a trading perspective.

■■ The Ravenside Retail Park forms part of a significant retail offer including a Tesco Extra, IKEA Superstore, Costco and further retail clusters, providing in the

■■ The approaching lease expiry on the Mothercare unit (June 2013) offers an excellent opportunity to regear given the

order of 82,125 sq m (884,000 sq ft) of floorspace.

store’s trading figures and the fact that this is Mothercare’s only

Furthermore there is also a J Sainsbury foodstore of

unit in the immediate area. Subject to planning a downsize

around 8,918 sq m (96,000 sq ft) approximately 4 km

and subdivision of the unit could also be implemented.

(2.5 miles) to the east of the subject property. ■■ The park benefits from a wide Bulky Goods planning consent with further relaxations, offering modern, well configured retail space extending to approximately 11,943 sq m (128,551 sq ft) together with 381 car parking spaces. ■■ The scheme is currently let to two tenants with a further five retailers having signed Agreements for Lease and taken occupation to commence fitting out of their respective units. The average unexpired term for those tenants in the main terrace stands in the order of 14 years.

Offers are sought in the region of £35,700,000, subject to contract and exclusive of VAT, for the Freehold interest in this

05

property. Based on an annual income of £3,303,126, assuming settlement of the outstanding Mothercare review and the vendor topping up the Maplin Electronics income to the level of the fixed uplift in 2011, this will show the following yield profile: Initial Yield

8.75%

Reversionary Yield Feb 2012 (Wickes guaranteed uplift)

9.40%

Reversionary Yield Mar 2012 (Argos guaranteed uplift)

9.45%

Edmonton Ravenside Retail Park

■■ Edmonton is a strategically positioned commercial


Location

Socio-Economic Profile A414

A414

Essendon Edmonton boasts a resident population of around 96,492

Edmonton is situated in the London Borough of Enfield,

Hemel approximatelyHempstead 14.5 km (9 miles) north of the Capital’s

St Albans

A10 people (2001 Census). According to CACI approximately

centre. Surrounding centres include Wood Green

159,409Wildhill people within a 10 minute drive time of the subject

around 7 km (4 miles) to the south west, Walthamstow

property and this figure increases to around 435,216 people

A41

around 6.9 km (4.2 miles) to the south east and Enfield

London Colney

M25

The area benefits from excellent communication links

ensures that the immediate locality draws upon a much

10 minutes

wider catchment, covering much of north east London.

15 minutes

Abbots

Cheshunt Waltham Cross

Cuffey

with the A406 North Circular providing access both east Langley and west across northern London. To the east the North A41

Ridge

Circular links with Woodford, Walthamstow, the M11 (and M1 M25) and A12. To the west is the A10 (M25 and the north),

M25

Radlett

Haringey, Friern M25 Barnet, Brent Cross and the M1 Motorway.

Aldeham

Forty Hill A1

The closest train station is Angel Road, situated just

Borehamwood

Chorleywood to the north of the North Circular and this provides Watford

Cockfosters

Edmonton

A410

Stanmore

Edgware

Harrow Ruislip

Chigwell

M1

Harefield

Brent Cross

Woodford Upper M11 Edmonton A406 North Circular A406 Muswell Hill Wood Green Walthamstow Crouch End A1400 Finchley A1

Hampstead

A40

Uxbridge M25

Sewardstone

A10

Southgate

A41

South Oxney

M40

M25

Loughton

a fastest journey time of around 27 minutes. Rickmansworth

Denham

Waltham Abbey

Enfield

a direct link with London’s Liverpool Street offering

M25

5 minutes

within a 15 minute drivetime. The presence of the IKEA

A414

itself around 5.8 km (3.6 miles) to the north.

Drive timeNazeing contours

A41 A40

Finsbury

A10

A503

Camden

A406 A12

A1

Hackney

Stratford

Ilford


London Colney

M25

A414

Abbots Langley

Cheshunt Waltham Cross

Cuffey

A41

Ridge Radlett

M1 M25

Potters Bar

Waltham Abbey

M25

Aldeham

Forty Hill

Sewardstone

A1

Chorleywood

Borehamwood

Watford

Cockfosters

Barnet

M25

Enfield Loughton

Stanmore

Edgware

Upper Edmonton

A406 North Circular

Muswell Hill

Harrow M40

Denham

Brent Cross

Finchley

A10

A1

A12

A12

A503

A41

Perivale

A40

Southall

A40

Hanwell A406 North Circular

Plaistow

Kensington

A406

London A302

A316 A307

A3216

A13

A1211

M25

A102

A117

Woolwich

Peckham A2211

A202

T Blackheath

Wandsworth

A2

A210

Forest Hill

The presenceA205of the IKEA ensures that theNew Eltham A20 Streatham locality draws upon a much wider A24 immediate catchment, covering much of northChislehurst east London. A23

Rainham

A2203

Lambeth A3

A13

Beckton

A100

Chelsea A4

Stepney

Holborn

A4

M4 A4

Dagenham

A10

A4201

Cowley

M4

Stratford

Hackney

A1

Camden Town

Ilford

Leyton

A406 North Circular M25

M11

A406 North Circular

A1400

Finsbury

Hampstead

Woodford

Walthamstow

Crouch End Ruislip

Chigwell Chigwell Row

M1

Harefield

M25

Edmonton

A410

07

Bexleyheath

A282

Dartford Crayford

North Cray

Beckenham Swanley

Edmonton Ravenside Retail Park

A41

South Oxney

A10

Southgate

A2


Situation The Ravenside Retail Park is situated on the southern side of the A406 North Circular, just to the west of the Cooks

8

Ferry roundabout. The site which offers excellent frontage and visibility to and from the dual carriageway is bordered to the east by the River Lea, to the south by the Orbital

6

Business Park and by IKEA (300,000 sq ft) and Tesco (100,000

7

sq ft) superstores to west. We estimate that the combined retail offer in the immediate vicinity provides a critical mass of space in the order of 91,044 sq m (980,000 sq ft). The majority of customers visiting IKEA and Tesco have to pass

5

by the subject property, ensuring significant traffic flow. The aerial photo adjacent shows the positioning

1

of the subject property in the context of the A406

Subject Property

3

North Circular and the surrounding retail provision. We have provided further information in regard to these schemes and stores on the next page.

4 2

We consider that the subject property offers significantly superior specification and quality retail warehouse floorspace than the surrounding provision and this has been demonstrated by a number of tenants relocating from this ‘older’ space (Allied Carpets and Paul Simon).

This plan is published for the convenience of identification only. Any site boundaries are indicative only and should be checked against Title Deeds.


1 Subject Property Ravenside Retail Park. 2 Tesco Extra c. 9,290 sq m (100,000 sq ft). 3 IKEA Superstore 27,870 sq m (300,000 sq ft). Eley Retail Park 4 c. 8,351 sq m (89,900 sq ft). Developed around 1984 current tenants include Magnet, Bensons Beds and Joysleep. 5 Cork Tree Retail Park c. 8,639 sq m (93,000 sq ft). Developed around 1989, current tenants include Currys, Pets at Home, Harveys and Halfords. 6 Cabinet Way Development c. 8,527 sq m (91,790 sq ft). tenants include Carpets 4 Less, Kwik Fit, Topps Tiles and B&Q. 7 Costco Superstore c. 9,290 sq m (100,000 sq ft). 8 J Sainsbury 8,918 sq m (96,000 sq ft).

09 Edmonton Ravenside Retail Park

Developed around 1983, current


Description The subject property is effectively split into two physical

demonstrated by those set out in the Tenancy Section,

elements by the access roundabout from Argon Road A10

together with required ancillary and staff facilities.

and Ravenside Close acting as a ‘spine road’ running into the scheme. The western ‘half’ of the site comprises an east facing stand alone retail warehouse unit occupied by Mothercare extending to around 2,797 sq m (30,107 sq ft) with a main forecourt car parking provision (101 spaces) and further smaller parking provision (32 spaces) to the south east corner, effectively adjacent to the servicing area.

Segregated servicing facilities for all the units are available via Ravenside Close whilst primary customer access to the scheme from the A406 North Circular is available from the Cooks Ferry roundabout via Harbet

A1055

Road and Argon Road. This is also the main customer access route to the adjacent Tesco and IKEA stores.

A1010

To the east of Ravenside Close is a north facing stand alone DIY store occupied by Wickes extending to approximately 5,625 A10

sq m (60,550 sq ft) and a further north west facing terrace of

A1037

5 units which has recently been completed and extends to approximately 3,520 sq m (37,894 sq ft). These units benefit

A1055 A112

from a forecourt parking provision of around 248 spaces.

A1010

A406 North Circular

The combined car parking areas offer an overall provision for the scheme of circa 381 spaces and a ratio of 1: 31.3 sq m (337 sq ft).

A1009 A406 North Circular

Practical Completion of the new terrace was achieved in March and the tenants have taken occupation and are currently fitting out their respective units. The units are of steel portal frame construction A10incorporating a modern and attractive combination of brickwork and

D ROA

ARG

A10 A1010

Ravenside Retail Park

cladding around glazed entrance features. Internally the units offer a minimum eaves heights of 5.5 m (18

ON

ARG

D ROA ON

A1010

A406 North Circular

A1055

ft), and comfortably accommodate mezzanine floors as The arrows depict the access route from the A406 North Circular in both directions.


Tenure The property is held Freehold.

East Bound

AD ULAR RO NORTH CIRC

West Bound

Tenant Trading The Mothercare store is their only representation in the immediate area, Wood Green and Enfield being the nearest other stores (4.8 km and 5.3 km respectively) and we understand that this is one of the top trading stores in their UK Portfolio. The Wickes store is also one of the top performing stores in the UK portfolio, clearly benefiting from the excellent strategic position on the A406 North Circular and a lack of decent competition in the area. Clearly it is not possible to obtain trading feedback for those tenants fitting out however based on the excellent performance of the two anchor tenants we would anticipate very successful trading when these stores open. The adjacency of a regional anchor in IKEA and a large Tesco Extra clearly underpins the location and trading.

11 Edmonton Ravenside Retail Park

This plan is published for the convenience of identification only. Any site boundaries are indicative only and should be checked against Title Deeds.

VE R RI

SERVICE YARD

LE E

CA

NA

L

CL RAVENSIDE

OSE

ARGON ROAD


Tenancies

Service charge

The property is currently let to two occupational

Whilst there is a service charge regime in place on the scheme

Budget 2009/2010

Budget 2008/2009 Actual 2007/2008

tenants with a further five Agreements for

given the significant changes that have taken place on the

Total

£63,681 (£0.49 psf )

£79,901

Lease in place, in accordance with the Tenancy

park in recent years, arguably the most relevant information

Schedule set out below. We have also set out the

is the Budget Forecast for the 2009-2010 financial year and

This forecast for the forthcoming financial year shows a 20.1%

relevant incentives for the more recent lettings.

we have set summary information for this period out below

decrease over the budget for the year ending 31st March 2009.

together with the previous two years:

More detailed information is available on request.

Property Tenant Trading As Term Lease Lease Next GIA Mezz Address Start Expiry Review (sq ft) (sq ft) (Unit)

Current Rent (£ pa)

Current Rent (£ psf)

1A Next Group Plc Next Home

£256,500

£28.50

10 yrs

25/03/09

11/08/19

12/08/14

9,000

8,400

£50,797

Comments

Reviewed to lower of Open Market Value or gearing to Consumer Price Index.

1B Argos Ltd Argos

15 yrs

09/03/09

08/03/24

09/03/14

10,000

10,000

£280,000

£28.00 Stepped rent (March 2012) to £30.00 psf. OM reviews are capped at 2.5% pa compound growth on passing rent. Mezzanine space is storage only.

1C Allied Carpets Properties Ltd Allied Carpets

15 yrs

25/12/08

24/12/23

25/12/13

7,500

6,000

£225,000

£30.00

1D

15 yrs

25/12/08

24/12/23

25/12/13

5,500

2,000

£166,950

£30.35

1E Maplin Electronics Ltd Maplin

15 yrs

16/03/09

15/03/24

16/03/14

5,500

£151,250

£27.50 Stepped rent (March 2011) to £30.00 psf (£165,000 pa).

2

20 yrs

07/02/07

06/02/27

07/12/12

60,550

3,157

£1,541,751

£24.80 The first floor space is valued at 50% of the OMV psf of the ground

Paul Simon (London) Ltd

Wickes Building Supplies Ltd

Paul Simon

Wickes

floor. Fixed uplift on 07/02/12 to £1,787,311 pa. 3

Childrens World Ltd Mothercare

25 yrs

24/06/88

23/06/13

24/06/08

30,107

10,000

£647,300

£21.50 The 2008 Rent Review is now outstanding. The rent stated is the anticipated settlement level. The current rent payable is £565,000 pa (£18.77 psf).

Advert.

Excited Limited N/A

3 yrs

01/06/08

31/05/11

£26,250

50% of this income is offset against Service Charge

Burger Van Andrea Lafave N/A

3 yrs

01/04/09

31/03/12

£15,000

– Licence relating to 2 car park spaces. 50% of this income is offset against Service Charge.

1. The vendor will make-up any shortfall in the initial annual income stream as a result of any rent free periods. 2. 50% of the income derived from the Advertising Board and Burger Van (non permanent trading units) is to be credited towards the service charge account under the terms of the Allied Carpets Properties lease. Consequently we have deducted this from the Total Annual Income figure.

128,157

39,557

£3,289,376

3. Next, Argos and Paul Simon have consent to pay their rents monthly under agreed side letters. 4. The floor areas set out for units 1A, 1B, 1C, 1D and 2 are ‘capped’ areas and are to be assumed at future reviews. Slightly larger areas for some of the units were recorded at Practical Completion and details of these are available on request – actual scheme total area – 128,551 sq ft.


Planning

Covenant Information

The scheme has seen significant change and redevelopment

We have set out below some recent account information together with Dun & Bradstreet ratings for the primary tenants:

alone Wickes, Courts and Mothercare units between 1988 and 2005. The original Wickes unit was positioned where the recently completed terrace currently stands, with Courts occupying the unit that Wickes now occupy (having relocated there in 2006). Full copies of the relevant planning consents are available on request though we have summarised the main conditions below: Units 1A-1E: ■■ Non food wide bulky goods planning consent allowing sale of DIY/hardware, furniture, furnishings, carpets, floor coverings, household textiles, motor vehicles and/ or cycle goods, electrical goods including computers. ■■ Minimum unit size of 510 sq m (5,489 sq ft) ■■ Total Gross Mezz. floor area of 2,575 sq m (27,717 sq ft), of which 1,599 sq m (17,211 sq ft) can be used for retail and 975 sq m (10,494 sq ft) for storage ■■ The Argos unit can be used as a Catalogue Showroom, no larger than 1,858 sq m (19,999 sq ft) of non bulky electrical items from the unit occupied by Maplin.

Tenant Date for Sales Tangible Total D&B accounts turnover net worth current assets rating

% of current income

Next Group Plc

26/01/2008 27/01/2007 28/06/2006

£158,600,000 £150,900,000 £130,800,000

£227,400,000 £188,200,000 £291,800,000

£1,812,600,000 5A2 £1,553,200,000 £1,336,900,000

8.1%

Argos Ltd

01/03/2008 03/03/2007 31/03/2006

£4,099,777,000 £3,726,054,000 £3,654,835,000

£1,381,659,000 £969,435,000 £903,168,000

£1,698,625,000 5A1 £1,673,478,000 £1,568,936,000

8.8%

Allied Carpets Properties Ltd

29/12/2007 30/12/2006 31/12/2005

£55,114,000 £53,015,000 £51,119,000

£23,089,000 £20,746,000 £18,581,000

£16,343,000 4A3 £13,443,000 £11,104,000

7.0%

Paul Simon (London) Ltd

31/05/2008 31/05/2007 31/05/2006

£35,062,883 £33,607,714 £20,047,043

£6,264,941 £5,889,795 £5,242,768

£5,109,842 2A2 £5,602,990 £4,502,213

5.2%

Maplin Electronics Ltd

29/12/2007 30/12/2006 31/12/2005

£179,778,000 £149,466,000 £128,285,000

£52,275,000 £36,855,000 £22,320,000

£78,312,000 5A1 £53,477,000 £35,094,000

4.7%

Wickes Building Supplies Ltd

29/12/2007 30/12/2006 31/12/2005

£929,171,000 £847,466,000 £964,414,000

£119,457,000 £82,822,000 £24,131,000

£364,264,000 5A1 £345,539,000 £353,949,000

48.5%

Childrens World Ltd

29/03/2008 31/03/2007 01/04/2006

- - -

£63,700 £63,700 £63,700

£63,700 5A3 £63,700 £63,700

17.7%

NB: the ‘% of current income figures’ are based on a total income figure of £3,184,501 pa so do not include advertising or burger van income.

Tenant Date for accounts

Revenue Total net D&B (£’000s) assets (£’000s) rating

Mothercare plc (Global Parent Company)

£676,800,000 £498,500,000

29/03/2008 31/03/2007

£198,000,000 £151,000,000

% of current income

5A1 N/A

■■ The consent also allows 511 sq m (5,500 sq ft) of floor space for sales of non bulky electrical

jewellery, watches, clocks, toys or sports goods,

newspapers, clothing & footwear, chemists goods,

items from the unit occupied by Maplin

stationary, leather goods and general fancy goods.

jewellery, watches, clocks, toys or sports goods,

Unit 2:

■■ Minimum unit size of 1,400 sq m (15,068 sq ft).

■■ Non food retail warehouse with the following further

Unit 3:

exclusions: alcoholic drinks, tobacco, books, magazines, newspapers, clothing & footwear, chemists goods,

■■ Non food retail warehouse with the following further exclusions: alcoholic drinks, tobacco, books, magazines,

stationary, leather goods and general fancy goods. ■■ Further allowance for Childrens World (Mothercare) to sell books, maternity wear, children’s clothes, shoes, baby goods, toys, educational crafts and party equipment.

13 Edmonton Ravenside Retail Park

in the last few years with the site previously comprising a stand


Asset Management Opportunities

Outstanding Rent Review

All the leases/Agreements for Lease in place offer minimum

The Childrens World rent review is outstanding from June

unexpired terms in excess of 15 years, with the exception

2008. The current passing rent of £565,000 pa equates to

of the Mothercare which is due to expire in June 2013. The

£18.77 psf and a settlement in the order of £647,300 pa

rent review from 2008 remains outstanding and given the

(£21.50 psf ) is anticipated. Following this we consider

performance of the store and its positioning within their

the property to be rack-rented as set out in the Tenancy

portfolio there is little doubt that Mothercare will seek to retain

Schedule on page 13. This would equate to a Net Total

representation here beyond the approaching lease expiry.

Annual Income from the park of circa £3,289,376.

Initial discussions have taken place in regard to regearing the

5,000 – 10,000 sq ft for use by another retailer. Indeed there is a

Environmental Considerations

historic consent allowing sub-division which has now expired.

Waterman undertook a Phase 1 Property Due Diligence

It is anticipated that given the age of the unit and

Assessment of the Ravenside Retail Park in April 2009

trading levels to date, Mothercare will look to refurbish

and confirmed that ‘the site is considered to represent

existing lease together with the possibility of a downsize of the unit to create separate accommodation in the order of

their store both internally and externally in the next

a low to medium risk with respect to contaminative

few years and this will certainly be the case should

liabilities or costs…. Furthermore the site currently used

a downsize take place in some form or other.

for commercial purposes, a less sensitive end-use, and is predominantly covered in hard standing, limiting the risk for site users to come into contact with any contamination. Consequently the site is considered suitable for current use.’ The Environmental Health Officer (EHO) for Enfield Council has confirmed that the site is not recorded as potentially contaminated land and is consequently not registered as such. A full copy of this report is available on request.


Proposal Offers are sought in the region of ÂŁ35,700,000, subject to contract and exclusive of VAT, for the Freehold interest in this property. Based on an annual income of ÂŁ3,303,126, assuming settlement of the outstanding Mothercare review and the vendor topping up the Maplin Electronics income to the level of the fixed uplift in 2011, this will show the following yield profile: 8.75%

Reversionary Yield Feb 2012 (Wickes guaranteed uplift)

9.40%

Reversionary Yield Mar 2012 (Argos guaranteed uplift)

9.45%

15 Edmonton Ravenside Retail Park

Initial Yield


Contacts For further information please contact: Patrick Knapman T: 020 7152 5019 F: 020 7152 5382 E: patrick.knapman@eur.cushwake.com

Justin Houlihan T: 020 7152 5670 F: 020 7152 5382 E: justin.houlihan@eur.cushwake.com

www.cushmanwakefield.com

Misrepresentation Act 1967 and Property Misdescriptions Act Cushman & Wakefield LLP for themselves and for vendors or lessors of this property whose agents they are, give notice that : 1 The particulars are produced in good faith, are set out as a general guide only and do not constitute any part of a contract. 2 No person in the employment of the agent(s) has any authority to make or give any representation or warranty whatever in relation to this property. 3 This property is offered subject to contract and, Floor areas, measurements or distances given are approximate and unless otherwise stated, all rents are quoted exclusive of VAT. 4 Nothing in these particulars should be deemed to be a statement that the property is in good condition or that any services or facilities are in working order. 5 Unless otherwise stated, no investigations have been made regarding pollution or potential land, air or water contamination. Interested parties are advised to carry out their own investigations if required.

Edmonton | Ravenside Retail Park | May 09 | Ref: 105785


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