Real Estate

Private Equity Real Estate (PERE) pools private capital into fund vehicles to invest in income producing real estate assets 

 

Investments are made as either equity or debt across various strategy profiles and asset classes

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Types of Real Estate Strategies

 

  • Core - acquiring high-quality, stabilized properties. Lowest risk profile.

  • Core-Plus - moderate-quality properties, operating similar to core, but with room for improvements.

  • Value-Add - investing in properties that require capital expenditures to create value and reach optimization.

  • Opportunistic - Adaptive reuse, ground-up development, or other strategy involving significant improvement to reach optimization. Highest risk & return potential.

Types of Real Estate Asset Classes

  • Multi-Family

  • Student Housing

  • Industrial

  • Self-Storage

  • Office

  • Retail

  • Hospitality

  • Mixed-Use

Why Invest in Real Estate?

 

Investing in real estate allows LPs to select a risk/return profile that aligns with their needs. They are able to diversify their allocation by investing in a fund that acquires a range of asset classes and/or strategy profiles. Typically, it offers a low risk, stable cash yielding solution. Most funds will yield predictable cash distributions to investors on a quarterly basis. Additionally, real estate investments help mitigate inflation risk, as tenant leasing prices are linked to CPI and inflation.

Types of Institutional Investors

 

Public Pension Funds

Asset Manager

Insurance Companies

Sovereign Wealth Funds

Endowments

Other Institutions Include: Private Pensions, Foundations, Banks, Family offices

Leading Real Estate LPs

       

State of Real Estate Fundraising

 

How CRE Investors Are Fundraising in 2021; Juniper Square

Q3 surge pulls 2021 out of fundraising slump; PERE News

Articles of Interest

 

Global real estate investment hits new high; JLL

3 Trends That Will Drive Real Estate in 2022; Loopnet