Property investors seek specialist technical capability, high quality market interpretation, access to increasingly diverse investors in real estate and the intellectual capability to optimise the performance of their real estate assets. These requirements are often enlarged by a need for additional resource whilst the investor retains the executive decision.
There are numerous ways in which investors can now gain exposure to commercial real estate risk. Our investment advisory platform provides the infrastructure to evaluate and assess alternative investment mediums to meet clients objectives where the investor wishes to retain executive decisions.
Our range of services includes:
Fund advisory portfolio management - direct and indirect
Single asset advisory and complex transaction support
Risk analysis and management
Fund Advisory Portfolio Management
The team provides advice on over £2.8 billion of funds for clients including The Crown Estate retail portfolio and the BBC Pension Fund. These mandates include fund shaping advice, acquisitions and disposals advice, and overlay strategies including the 4 Quadrant approach.
Single Asset Advisory
In both 2007 and 2008 we advised on or provided complex transaction support for over £3.5 billion of single property assets. This included:
Identifying and releasing development opportunities
Tenure restructuring
Establishing partnerships for complementary resources
Effecting transactions as well as the management of property related risk
Project managing specific development situations and leading multi-discipline teams to achieve the client aim.
Working with CBRE
Track Record and Experience
Our team of senior individuals brings cumulative experience of some 180 years in both indirect and direct property markets in all sectors. Recent projects include The Shard of Glass for Network Rail, Castleford Riverside for Och Ziff, 40 Portman Square for the Portman Estate and advice on a portfolio of indirect holdings for Invista.
Access to Markets, People and Data
Through the CBRE platform we have unparalleled access to market knowledge and participants in real estate markets. Through the largest derivatives trading desk specialists in real estate, we have robust information on the attitude of investors to the potential for this market.
Property and Financial Skills
Our teams' expertise includes fund management, financial analysis, banking and real estate advisory and transactions.
Analytical Tools
We can quantitively assess risk at asset or portfolio level and create overlay strategies to increase or reduce beta exposure.
Stocastic analysis of assets, funds and hedging instruments to optimise risk adjusted returns
Beta replication strategies using equities debt and derivatives
Relative Value
Through our joint ventures we advise on relative value between direct, indirect (listed and unlisted), property derivatives and real estate debt.
We are able to advise clients on optimising their risk adjusted returns.
CBRE GFI
CB Richard Ellis Real Estate Finance and GFI, the leading inter dealer broker, have collaborated since 2005 to arrange real estate derivatives trades in UK and European commercial and residential property indices. The combination of CBRE's real estate expertise and GFI's derivatives understanding and brokerage skills have contributed significantly to the development and growth of these emerging markets and has been responsible for a number of benchmark and "market first" trades. The brokerage desk offers an unrivalled service to the market. If you would like to know more about our partner click here.
CBRE GFI is a trading style of GFI Brokers Limited which is authorised and regulated by the Financial Services Authority.
Reech CBRE Alternative Real Estate LLP
Reech CBRE is a specialist alternative fund management company focusing exclusively on the real estate markets and is regulated by the FSA. Reech CBRE is a joint venture between CB Richard Ellis Limited and Reech AiM Group, an alternative investment management company. Drawing upon CBRE's real estate understanding and insight and Reech's derivatives, trading and risk management expertise, Reech CBRE's products apply alternative investment management techniques and strategies to financial instruments underpinned by real estate returns to generate returns which are not correlated with real estate markets. If you would like to know more about our partner click here.
Reech CBRE Alternative Real Estate LLP is authorised and regulated by the Financial Services Authority.
We were instructed by Network Rail, as freeholder, to advise and expand upon the In Principle Heads of Terms for the restructuring of a head lease to facilitate development of what was Southwark Towers by the developer.
Since 1987, we have worked for the BBC Pension Trust as a fund manager and property manager, running a portfolio targeting a return above the IPD benchmark. Outperformance has been delivered over a 1, 3, 5 and 10 year period, attributed to strengths in stock selection, weighting and timing. Our mandate has twice been broadened to provide additional flexibility.
We have worked as a strategic investment and development adviser since 2005, during which time 325,000 sq ft of retail, office and residential new development has completed together with over £600m of acquisitions, sales and property swaps within the estate.