Our Indirect and Equity Placement team works with clients to structure real estate funds and joint ventures that will appeal to both UK and international investors.
Raising equity for real estate investment starts by understanding the mindset of potential investors, and considering the tough questions they will ask:
Why this fund?
Why this investment strategy?
Why this asset manager?
Why now?
Is there an alignment of interest?
To achieve a successful placement, an assignment will typically involve:
Initial consultancy. Providing advice on:
The commercial aspects involved in setting up a fund – such as fees, fund size, liquidity provisions, legal and regulatory requirements, governance
The fund’s investment strategy – sector and geographical focus, tenant exposure, yield profile, target returns, gearing
Placement. Preparing for meetings with potential investors, including advice on presentations and documents, and then using our knowledge of the global investment market to agree a list of priority investors to approach
Offering. We undertake the presentations with the target list to optimise the proposition and value to the targeted investors
Closing. We advise on the optimum method of closing to achieve the strategic aim and work closely with lawyers to conclude the transactions
Ongoing advice. Providing comment and feedback throughout the equity raising process
Secondary trading
We arrange trades in unlisted real estate vehicles working either in a brokerage capacity or as advisor to one side of the transaction.
Fair value guidance
Net asset value is not always fair reflection of worth or value. Optionality in debt instruments, forward pricing indicators, leverage and duration all impact on the liquidity and value of listed instruments. CBRE can and does provide clients with fair value guidance to enable better liquidity and risk management.
Working with CBRE
Clients increase their chances of a successful outcome working with us as we:
Have access to investors on a global basis. Through our platform as part of CBRE, we have access to key real estate investors across the globe.
Can present an outstanding track record. Over the past five years, this includes:
£1.7bn in equity raising
£800m in secondary trading
£2.4bn in due diligence and investment advice
Are authorized to conduct regulated activity. CB Richard Ellis Real Estate Finance Limited is an appointed representative of CB Richard Ellis Indirect Investment Services Limited, which is authorized and regulated by the Financial Services Authority.
Have unrivalled knowledge of property. As part of CBRE, we have access to an outstanding breadth of data and experience.
Observe a clear focus. Our expertise lies in real estate, and we rarely accept instructions outside this sector.
Apply a range of technical capability. Our team includes accountants, property specialists, corporate financiers and analysts.
Support our advice with market leading financial modelling. Working with our financial consulting team.
