Indirect Real Estate Services

«Best Execution» for fund and manager selection

  • Investors have the choice between several hundreds of institutional quality private real estate and real estate debt funds. This requires resources and special global real estate expertise
  • We are offering outsourcing solutions along the value chain for indirect real estate debt and equity investments. We can assist investors for specific part or trough the whole process
  • Our long standing expertise with direct and indirect investments, our broad network international and top down knowledge build the basis for «best execution»

Sourcing

➡︎ Due Diligence

➡︎ Execution

  • Search list based on desired exposures
  • Reviewing a “long list” of funds and managers
  • Analysis of pitch presentations
  • Reduce it to a short list for DD process
  • Analysis of the information provided
  • Reunderwriting/ modeling of portfolios
  • Interviewing managers
  • Request additional info
  • Obtaining references
  • Management of Legal and Tax DD (specialists)
  • Presentation of results
  • Writing of investment memos
  • Negotiation of side letters
  • KYC, FATCA (Submitting proper documentation)
  • Presenting documents for signatures