Equity Investment

SM Invest transforms real estate equity investment into exceptional growth opportunities. Our tailored solutions provide strategic stakes in premium properties, combining capital appreciation with competitive rental yields.

With €120 million currently deployed in equity investments across 14 countries, our platform offers institutional-quality access to prime real estate equity. Since 2021, we've delivered an average 18.7% annualized return across our equity strategies, outperforming relevant benchmarks by 420 basis points.

Strategic Equity Partners

Building long-term wealth through curated real estate ownership

Our Exclusive Approach

• Elite Asset Selection
  Identification and acquisition of high-end properties with strong valuation potential, rigorously selected by our 8-member investment committee through a 125-point evaluation matrix. Our acquisition team reviews over 300 potential deals annually to select only the top 8-12 investments.
• Multiple Revenue Streams
  Benefit from dual income flows:
  - Premium rental cash-flow averaging 5.8% net yield on core assets
  - Capital gains upon sale with historical average uplift of 22% over holding period
  - Ancillary income from value-added services and amenities
  - Tax benefits through depreciation and structure optimization
• Smart Investment Horizon
  Adaptable strategies based on your objectives:
  - Short-term (18-36 months): Value-add plays with targeted 15-20% IRR
  - Medium-term (3-5 years): Core-plus strategies targeting 12-15% IRR
  - Long-term (5+ years): Legacy holdings with 8-10% stabilized yields
  - Ultra-long-term: Generational wealth assets with perpetual hold structures
• Technology-Enhanced Analysis
  Our proprietary RE-Analytics platform processes over 1.2 million data points daily, combining:
  - Machine learning valuation models
  - Tenant behavior predictive analytics
  - Macroeconomic scenario testing
  - Environmental risk assessments

Our Differentiators

• Exclusive access to off-market transactions representing 68% of our deal flow
• Algorithmic analysis of valuation potential with 92% prediction accuracy
• Active management by dedicated team averaging 14 years experience
• Performance track record: +22% average ROI over 5 years across all vintages
• Co-investment alongside our principals with 30% of GP commitments
• ESG-integrated underwriting with 15 sustainability performance indicators

Sectors of Excellence

We cover the full real estate spectrum with particular expertise in:

• Luxury residential: Prime urban condominiums and resort properties with average unit values exceeding €2.5 million
• High-end office spaces: Trophy assets in global gateway cities with WALT >7 years
• State-of-the-art logistics platforms: Last-mile facilities and automated warehouses serving e-commerce leaders
• Innovative hybrid assets: Mixed-use developments combining living, working and retail experiences
• Specialty medical: MOB and life science facilities with credit-tenanted income
• Digital infrastructure: Data centers and cell tower portfolios with essential service cashflows

Strategic Partnerships

Our network of 100+ institutional investors and family offices enables us to:

• Co-invest in large-scale operations through club deals averaging €75 million
• Negotiate privileged terms with 15-25% better pricing than standalone investors
• Diversify sector exposures across 9 property types and 3 risk tiers
• Access preferred financing from our 28 banking relationships
• Participate in seed investments for new development concepts

Proactive Risk Management

Our patented 360° Risk Shield methodology incorporates:

• Comprehensive due diligence (legal, technical, financial) with average 280-hour review per asset
• Sector risk hedging through cross-correlated portfolio construction
• Real-time market monitoring via our global research team of 12 analysts
• Predefined exit plans with 3 contingency options for each asset
• Insurance wrappers covering 27 specific risk scenarios
• Stress testing against 5 macroeconomic scenarios quarterly

Optimized Exit Strategies

We structure your divestment to maximize returns through:

• Bulk sales to specialized funds with average 18% premium to market
• IPO of bundled assets through our capital markets team
• Wealth transfer solutions including UPREIT and DST structures
• Rotation to other asset classes using 1031/Tax-deferred exchanges
• Strategic sales to REITs and institutional buyers
• Recapitalization options while maintaining ownership

Your Privileged Access

As a SM Invest client, benefit from:

• Detailed quarterly reports including 35 performance metrics
• Dedicated investment committee with direct access to decision-makers
• Early exit options through our secondary market platform
• Custom tax solutions tailored to your jurisdiction
• Priority access to new investment vehicles
• Invitations to exclusive market briefings and property tours

Investment Structures

We offer flexible equity participation through:

• Direct Ownership: Fee-simple title with professional management
• Fund Vehicles: Commingled portfolios by strategy/sector
• Joint Ventures: Bespoke partnerships for larger allocations
• Syndications: Sponsor-led opportunities with passive income
• Opportunity Funds: Value-add and distressed asset strategies

Getting Started

Our equity investment process:

• Initial consultation to understand your return objectives and risk profile
• Customized investment proposal with 3 strategy options
• Portfolio construction and target allocation review
• Documentation and compliance onboarding
• Capital deployment and active management
• Quarterly performance reviews and strategy adjustments

Contact Our Equity Investment Team

Minimum investment starts at €500,000 for fund vehicles and €2 million for direct investments. Past performance is not indicative of future results. Real estate investments involve risks including potential loss of principal and illiquidity. Please review all offering materials carefully.