Design, set up and manage tailored real estate investment vehicles for institutional and qualified private investors. Governance, profitability, taxation.
We support institutional and qualified private investors in the design, structuring and management of dedicated real estate investment vehicles, bespoke structures.
Our role is to define and deploy the best vehicle based on our clients' objectives, integrating tax, financial and legal aspects.
We do not stop at advisory. We set up the vehicle, source the assets, oversee renovations and value creation works, and manage the portfolio on a daily basis.
Portfolio objectives, regulatory constraints, investor profile, financial models, tax scenarios, comparison between direct and securitised holding.
Choice of the form (investment foundation, real estate company, contractual fund, club deal, bespoke structure), governance, documentation, alignment of interests between parties.
Coordination of stakeholders through to the set-up of the vehicle. Structuring of the first assets, including contributions in kind.
Asset sourcing, works oversight, operational management, arbitrations. Optimisation and enhancement of the portfolio over time.
Structured institutional reporting, periodic strategy reviews, adjustment of parameters as agreed with the governing bodies.
Transition from direct to structured indirect holding. Asset pooling between multiple investors. Creation of dedicated vehicles for institutions or family offices. Bespoke structures for complex or multi-generational estates. Progressive wealth transfer through securitisation.
Our six service lines work in parallel, all serving a single portfolio strategy.
Our Asset Management and Valuation teams audit the client's existing portfolio and identify the scope of the target vehicle. Our Transactions team activates asset sourcing from the design phase.
Our Asset Management team operates the vehicle once launched. Our Project Management team steers post-contribution value-creation works (energy retrofits, floor additions, transformations). Our Commercial Leasing team optimises the rent roll of available spaces. Our Transactions team manages portfolio arbitrations over time.
Let's talk in full confidence.