Our approach to real estate investment
We focus on targeted locations and sectors, developing a deep knowledge of local markets, building strong relationships with key players and providing access to selected real estate opportunities.
Our team’s technical expertise combined with environmental, social and governance (ESG) integration, allows us to create value for investors in European real estate. We have proven advantages in terms of market access, and in our ability to deploy capital quickly and efficiently.
Direct, thematic investors
We are direct investors, utilising our extensive network to source opportunities across real estate equity and debt, at different points on the risk spectrum. Our reputation as a trusted counterparty in the European real estate market means we see a significant volume of “off-market” opportunities. We combine in-house expertise with specialist platforms to create long-term pipeline and scale.
Market reputation and reach
We have over five decades’ experience in UK and European real estate. Our research-led, thematic approach to investing allows us to be disciplined in originating and executing transactions, in opportunities we believe will deliver the best risk-adjusted returns for our clients. Rigorous relative value analysis is an essential part of our portfolio construction process.
Proprietary approach to ESG
As a leader in sustainable real assets, real estate has a critical role to play in contributing to the climate transition, with our ambition to achieve net zero by 2040 and creating a more socially equitable society. Our award-winning product suite and investment capabilities provide our clients with access to responsible investment solutions. We have pioneered proprietary tools, such as our Sustainable Transition Loans framework, to ensure responsible investment is truly embedded at the heart of our investment process for both debt and equity.
Out with the old: Why real estate investors need to work harder, smarter, better
Liquidity, logistics and living: What next for real estate equity?
Waiting games and funding gaps: A mixed picture for real estate debt
Key risks of real estate strategies
Real estate risk
Investments can be made in real estate, infrastructure and illiquid assets. Investors may not be able to switch or cash in an investment when they want to because real estate may not always be readily saleable. If this is the case we may defer a request to switch or cash in shares or units. Investors should also bear in mind that the valuation of real estate is generally a matter of valuers’ opinion rather than fact.
Strategies in focus
Real estate debt
We source senior secured and whole loan debt of varying maturities, fixed or floating rate, on commercial property such as offices, retail, or logistics. Clients benefit from regular cashflows and the added security of high-quality collateral.
Real estate equity
Real-estate acquisition and management across traditional and alternative sectors in Europe that span the risk spectrum, from long-income to cyclical income and growth, development, and opportunistic investment.
Sustainable real assets in the spotlight
Just when we thought things were returning to normal after the social, economic and market upheaval caused by the pandemic, the events of 2022 presented new challenges for investors. It was in that context in late 2022 that we took the pulse of key investment decision makers at 500 institutional investors representing a combined $3.5 trillion of assets on their appetite for real assets, including those with a sustainable focus. Read the results in our Real Assets Study 2023.
Need more information?
For further information, please contact our investment sales team.
Explore our real assets range
Our deep market access allows us to source high-quality projects, delivered through a range of debt and equity opportunities. We focus on stable, long-term income generation and efficient execution.
We finance bespoke structured finance and senior private corporate debt transactions, seeking to meet a range of client outcomes.