UBS Asset Management's Real Estate and Private Markets business is one of the world's largest real estate managers. By combining the combined experience of more than 500 talented individuals working in the real estate, infrastructure equity and debt, and food and agriculture direct investment sectors, as well as indirectly investing in leading real estate, infrastructure, private equity and private capital -Credit Administrators, we believe that we can offer clients integrated solutions to optimize the diversification of the client portfolio, whether they are limited access private equity funds or niche real estate funds.
Our experience in the US
Real Estate & Private Markets (REPM) has been operating in the United States since 1978. We offer a wide range of real estate investment management services to clients including pension funds, government employee annuities, endowments, private and offshore investors. We invest successfully using a variety of basic and value-added strategies, from the acquisition of existing and leased investment properties to renovations and new development. These strategies were implemented with different levels of leverage.
Our US real estate business is operated through UBS Realty Investors LLC, a subsidiary of UBS AG. UBS Realty Investors LLC is a corporation and is registered as an investment adviser with the United States Securities and Exchange Commission (SEC). UBS Realty Investors LLC and its predecessors registered with the SEC as investment advisers under the Investment Advisers Act of 1940, as amended, effective January 5, 1994. Please note that registration does not require any particular level qualification or education.
UBS Realty Investors LLC has two subsidiaries, UBS AgriVest LLC and a limited purpose brokerage. UBS AgriVest LLC is a registered investment adviser specializing in the acquisition, management and sale of US agricultural real estate for institutional clients.
UBS Realty Investors LLC, formerly Allegis Realty Investors LLC, is the successor organization to the real estate investment advisory business of Aetna Realty Investors, Inc.
In June 1996, Aetna Life Insurance Company sold its real estate investment advisory business to Allegis Realty Investors LLC, a Massachusetts-based corporation comprised of senior executives and a venture capital firm. In 1999 UBS acquired Allegis Realty Investors LLC and its name was changed to UBS Realty Investors LLC.
In January 2001, UBS Asset Management's existing US real estate advisory business, serving clients outside the US, was integrated into UBS Realty Investors LLC. In February 2003, UBS Asset Management separated its national real estate business from its traditional investment business and merged it with the real estate platform. The real estate business is most active in the United States, Europe, Japan, and Australia.
Our strategy aims to provide broad exposure to the US commercial and multi-family real estate markets with competitive risk-adjusted returns over a period of three to five years.
We are an institutional property manager providing our clients with expertise in property acquisition, wealth management, portfolio management, research, valuation and property sales. As a professional trustee, we have experience in the selection, underwriting, acquisition and management of properties ranging in size from $10 million to over $500 million. Core and value-added strategies have been successfully implemented using a variety of investment structures including wholly owned real estate, joint ventures, and participating mortgages. Whether buying, managing or selling real estate, we have proven our ability to meet virtually any combination of client needs.
We strongly believe that carefully selected and well-structured farmland investments are a strong and rewarding component of a well-designed portfolio. A component that not only increases risk-adjusted returns through significant diversification, but also offers strong inflation protection.
REPM has more than 25 years of experience in managing agricultural land investments. Our multidisciplinary organization offers expertise in the acquisition, asset management, valuation and sale of all types of agricultural real estate. Our leading experts have built a network of contacts in all major US agricultural regions over the years. Portfolio and investment strategies maintain representative exposure to the farmland investment universe and exploit pricing inefficiencies in local markets. The portfolios are diverse geographically and in terms of land used for the production of 25 different row, vegetable and permanent crops. We pursue leasing strategies that separate agricultural commodity prices and operational risks from our land investments. Investments that provide a stable source of income while providing resources for appreciation that have historically approximated the rate of inflation.
Our world experience
Our capabilities span the risk-return spectrum, from fundamental strategies to opportunistic and value-added strategies. We offer our clients direct real estate and infrastructure investments, as well as debt investments or indirect exposure to leading real estate, infrastructure and private equity managers. Investors can access our diverse range of products, from private open-end and closed-end funds, mutual funds, exchange-traded funds, REITs, and bespoke separately managed accounts.
REPM is a leading company in sustainable real estate solutions
Our real estate business actively manages approximately $96 billion in real estate investments worldwide across major real estate sectors, making us one of the world's largest real estate managers and providing opportunities for equity and debt investments. We offer our product capabilities globally, regionally, and nationally and through open and closed-end private funds, REITs, custom investment structures, multi-manager funds, individually managed accounts, and real estate securities.
We have been investing in the real estate market for almost 80 years, having launched our first real estate fund in 1943. Since then, our business has grown steadily, expanding the universe and scope of our real estate investments, adopting a truly diversified business model.
boots on the ground
We believe that real estate is an inherently local asset class that requires local knowledge and networks to deliver excellent investment opportunities. Therefore, we have established offices in key markets in Europe, the United States and APAC. Our commitment to retaining an experienced team of real estate professionals sets us apart from other companies that cannot maintain an extensive network of local offices.
Our network has in-depth knowledge of local markets, ensuring that we are well positioned to identify underlying fundamental value and exploit short-term price manipulation. This proximity to the market allows us to source and execute real estate transactions as a local player with the support of our broader global network.
Focused on sustainable investments
Climate change, energy demand and water scarcity are among the greatest challenges of our century. We are aware that buildings contribute significantly to CO2 emissions and the consumption of natural resources.
Therefore, owning and operating property responsibly can have a significant positive impact on the environment.
Sustainability is at the core of how REPM actively manages its infrastructure investments
Our infrastructure platform invests globally in key infrastructure sectors including energy, utilities, transportation, telecommunications, and social infrastructure. Established in 2007, our dedicated team of professionals operates from six international offices and manages approximately $5 billion in institutional client commitments.
Existing resources include closed-end direct equity funds that invest in traditional and durable infrastructure assets in developed countries. We target assets that provide essential services, have strong cash flows, and retain anti-inflationary characteristics. Our direct platform also offers a clean energy strategy focused on Switzerland and other selected European countries. Our direct debt capacity currently includes a European strategy that invests in long-term infrastructure senior secured debt.
Infrastructure is capital intensive and typically has a long expected life, which can provide effective duration for responsibility-oriented investors seeking stable and predictable cash flows over the long term. Private infrastructure bonds offer a premium over public corporate bonds to compensate for illiquidity and investment complexity, while infrastructure bonds carry less risk than similarly rated corporate bonds.
The defensive and essential characteristics of the asset, combined with the added premium of private infrastructure, make theasset classan attractive allocation for pension funds and insurance companies. In addition, infrastructure can bring social and economic benefits to society. With these attractive aspects, global interest in infrastructure investment has increased over the past decade.
Invest in sustainable investments
We are proud of our commitment to sustainable investing. Our investment process includes a rigorous assessment of the environmental, social and governance (ESG) aspects of the asset. Throughout the life of the asset, we continue to monitor the ESG impact of the asset. GRESB, the Global ESG Benchmark for Real Assets, ranks our equity strategies #1 and #3 in their peer group. We have received an A+ rating from the United Nations-endorsed Principles for Responsible Investment (PRI).
food and agriculture
Our food and agriculture business offers a range of solutions that demonstrate our deep commitment to this area, now and for generations to come. As one of the leading institutional portfolio managers of farmland investments in the United States since the 1980s, our strong team of seasoned and seasoned professionals who specialize in the acquisition, management, and sale of farmland investments evaluate opportunities in the entire food industry, from farmland to perishables. grocery stores.
We grow approximately 280,000 acres in 15 different states and 30 different major crops including rows, vegetables, and permanent farmland in select agricultural areas in the United States. We are founding members of Leading Harvest, a results-based sustainability standard that addresses 13 economic, environmental, social and governance issues through farm management: 100% of the arable land we farm is registered.
Our multi-manager business offers indirect real asset investment solutions through fund-of-fund structures for real estate, infrastructure and private equity, all under one roof. The combined company has a 25-year track record and manages approximately $42.7 billion in investments worldwide, with a team of approximately 90 investment professionals operating from 10 offices around the world.
Managed Multi-Real Estate (MMRE)
With nine offices around the world and a 15-year history of over 150 fund investments and a significant presence in key geographies, MMRE provides access to and management of carefully selected private real estate funds from a broad universe of managers. MMRE's product offering ranges from basic to opportunistic, from developed to emerging markets, and from custom individual mandates to blended funds.
Multi-manager infrastructure (MMINFRA)
Established in 2004, MMINFRA offers diversified infrastructure investment solutions tailored to the unique needs of institutional investors seeking exposure to the infrastructure sector. The offering includes private closed-end funds, custom investment structures and individually managed accounts with a focus on operational infrastructure investments in OECD countries. MMINFRA's experienced team has a strong track record with exposure to over 115 infrastructure funds to date and consistent performance through economic cycles.
Multigestor de Private Equity (MMPE)
Founded in 1997, MMPE offers a holistic and diversified mandate of private equity and fund solutions, meeting the needs of institutional investors such as pension, insurance, sovereign and family office funds. The investment team is made up of experienced portfolio managers and investment analysts with in-depth knowledge of the private equity ecosystem in key markets around the world.
Multimanager Privatkredit (MMPC)
MMPC offers the opportunity to become part of one of the fastest growing alternative investment spaces and deploy capital through a variety of lending strategies including liquidity, short-term basic income, and opportunistic personal loans. Solutions can be delivered in the form of bundled and custom solutions. The highly experienced investment team leverages UBS's long-standing commitment to non-bank credit, providing access to higher-return credit investment opportunities that cover a range of risk-return profiles through open and closed solutions.
Swiss Real Estate Bonds (SRES)
Founded in 2007, SRES offers diversified indirect investments in Swiss real estate through active and passive strategies, with a focus on ETFs, blended funds, and tailored solutions for individually managed accounts.
Climate change, energy demand and water scarcity are among the greatest challenges of our century. UBS Asset Management's Real Estate and Private Markets (REPM) business, formed through the consolidation of real estate and infrastructure, recognizes that real assets, such as real estate and infrastructure, contribute significantly to carbon emissions and consumption of natural resources.
UBS has developed a comprehensive approach to environmental, social and corporate governance across all investment disciplines.
At REPM we are committed to acting as responsible investors.
Owning and operating real estate responsibly can have a significant positive impact on the environment and our clients' returns. REPM acts in this spirit by investing directly and indirectly in real assets. While our clients' financial objectives remain at the heart of our investments, our responsible investment strategy also takes into account long-term resilience, climate change, environmental, social and governance considerations.
An integrated approach is required to maximize our results when implementing our responsible investment strategy. At UBS and REPM, sustainability plays an important role in corporate, fund and wealth decisions.
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Private-market real estate and private real estate investing refers to the universe of non-traded real estate investments; illiquid by definition and typically characterized by investment in a discrete property.What is the meaning of private markets? ›
Private markets are investments made in assets not traded on a public exchange or stock market. This might include, for example, private equity (investments made in private companies), or private debt, when investors lend directly to borrowers where there is no market to trade that debt on.What is the difference between private and public real estate? ›
Since private real estate is not publicly traded, it is not subject to the stock market volatility responsible for much of the fluctuation in the share prices of publicly owned (public) real estate. Private real estate investments do not provide the ready liquidity of public real estate.What is the importance of private markets? ›
There are three main reasons to invest in private markets – potential return enhancement, inflation protection and diversification. Most types of alternative investments offer some combination of these three desirable attributes.What are the 4 types of real estate? ›
There are five main categories of real estate which include residential, commercial, industrial, raw land, and special use.What is the difference between public market and private market? ›
Privately owned businesses exist in the private business sectors and are subsidized through institutional financial backers, while public organizations are traded on an open market on the securities exchange and can be invested by the entire population. Q. What is difference between marketer and marketeer? Q.What are private market strategies? ›
In this article, we define private market strategies to include private equity, natural resources, real estate, infrastructure equity, and private debt. These strategies can be combined into a portfolio or, alternatively, specialist strategies can be managed.Why are public markets better than private markets? ›
One of the biggest differences between private and public equity is that private equity investors are generally paid through distributions rather than stock accumulation. An advantage for public equity is its liquidity as most publicly traded stocks are available and easily traded daily through public market exchanges.What is an example of a private market? ›
What are some examples of private markets? Examples of private markets include venture capital, growth equity, and private equity. Other examples of private market investments include hedge funds, real estate investment trusts (REITs), and private debt.How big is private market? ›
According to Preqin - a research house specialising in alternatives - the global private equity market surpassed $4.74 trillion at the start of 2021¹. Taking private equity alongside other private market assets including private debt, real estate and infrastructure, the wider private market has surpassed $7.3 trillion.
Unless you're an accredited investor, you can't directly buy shares of stock in a private company. However, you can invest in funds that track this part of the market and can buy shares of private equity firms that do invest in private companies.What does private mean in real estate? ›
Private property refers to the ownership of property by private parties - essentially anyone or anything other than the government.What is the difference between public and private markets? ›
Privately owned businesses exist in the private business sectors and are subsidized through institutional financial backers, while public organizations are traded on an open market on the securities exchange and can be invested by the entire population. Q. What is difference between marketer and marketeer? Q.What are the markets in real estate? ›
Most investors know that real estate is classified into three types of markets: primary, secondary, and tertiary. In addition, each market is separated by job growth, population, and demographics.What are the different types of markets in real estate? ›
The three different types of real estate markets are often referred to as sellers, balanced, and buyer's markets. In a seller's market, there are more homes for sale than there are buyers.