Private Management

SM Invest provides exclusive private management services offering a bespoke approach to your real estate investments. Our experts tailor strategies to maximize your portfolio's performance while aligning with your individual financial objectives.

With over 5 years of experience managing ultra-high-net-worth portfolios, our private management division combines institutional expertise with personalized service. We currently oversee €350 million in private client assets across residential, commercial, and specialty real estate sectors in 14 countries.

Our Competitive Advantages

• Risk-Adjusted Strategies
  We carefully select premium real estate assets across diversified sectors to optimize risk/reward ratios while protecting your capital. Our proprietary risk management framework evaluates 27 distinct risk factors for each investment opportunity, ensuring optimal portfolio construction.
• Market Intelligence Leadership
  Our research team of 15 analysts delivers cutting-edge market analysis, identifying emerging trends and undervalued opportunities before they become mainstream. We produce quarterly market reports covering 35 major global cities, with proprietary valuation models that have predicted 92% of major market.
• Custom Wealth Solutions
  Every investment plan is engineered around your specific financial targets, risk parameters, liquidity requirements and time horizons. Our planning process begins with a comprehensive 3-hour discovery session, followed by a 60-page customized investment blueprint updated annually.
• Full Transparency Guarantee
  Receive detailed quarterly reports including performance analytics, asset valuations, market positioning and forward-looking projections. Our reporting package includes 12 distinct performance metrics, 9 valuation methodologies, and 5-year forward projections across three market scenarios.
• Premium Investment Pipeline
  Gain privileged access to off-market property deals, pre-IPO real estate ventures and value-add repositioning projects. Our deal flow includes approximately €500 million in exclusive opportunities annually, with first-look privileges for our private management clients.
• Technology-Enabled Management
  Our proprietary client portal provides real-time portfolio analytics, 3D property visualizations, and interactive reporting tools. Access live feeds from our managed properties, environmental performance data, and lease expiration timelines.

Why SM Invest Stands Out?

• Institutional-grade portfolio construction with minimum allocations starting at €500,000, receiving the same attention as clients with €50 million in assets under management.
• Data-driven investment decisions powered by our REtech analytics platform, processing over 200,000 data points daily.
• High-touch client service with dedicated teams averaging 8 years of experience within our firm.
• Proven track record in capital preservation, with a 95% protection rate on core assets since inception.
• Exclusive co-investment rights in our proprietary real estate development projects, offering high-yield opportunities.
• Multigenerational wealth planning services, including succession structuring and family governance.

Bespoke Portfolio Architecture

We craft personalized investment blueprints that balance:

• Growth-oriented assets targeting 12-18% annual returns through strategic repositioning and development plays
• Stable income generators producing 5-7% net yields from prime, long-leased assets
• Tax-advantaged holdings structured through REITs, opportunity zones, and cross-border vehicles
• Liquidity reserves maintained in short-duration real estate debt instruments
• Legacy assets held in perpetual ownership structures with professional management

Geographic diversification

Global access to carefully selected real estate across 25 prime markets and emerging opportunities

Active Asset Optimization

Our management team of 40 specialists continuously:

• Enhances property performance through operational improvements averaging 15% NOI increases
• Identifies value-creation opportunities through our 120-point asset review process
• Implements risk mitigation strategies including currency hedges and lease restructuring
• Rebalances allocations through our quarterly investment committee reviews
• Monitors environmental factors with sustainability audits at all managed properties
• Negotiates favorable financing through our relationships with 35 leading banks

Tax and Regulatory Expertise

Our 12-member legal team provides comprehensive solutions including:

• Cross-border tax structuring for holdings in 8+ jurisdictions
• Compliance framework implementation meeting 14 international regulations
• Asset protection strategies including offshore vehicles and insurance wrappers
• Estate planning integration with family office services
• ESG compliance reporting across 18 sustainability metrics
• Transaction structuring for 1031 exchanges and other deferral strategies

Dedicated Relationship Management

Your personal investment team provides:

• 24/7 access to senior advisors via dedicated phone line and secure messaging
• Tailored reporting packages customizable across 27 different metrics
• Proactive opportunity alerts with our "First View" priority access system
• Discreet transaction execution through our confidential deal process
• Family office integration services including consolidated reporting
• Quarterly in-person portfolio reviews at your preferred location

Our Client Profile

Our private management services are designed for:

• High-net-worth individuals with €5M+ investable assets
• Family offices seeking specialized real estate expertise
• Business owners requiring complex property structuring
• Executives with concentrated equity positions
• International clients needing cross-border solutions

Discretion & Confidentiality

Your privacy protected by our Swiss-grade security protocols and non-disclosure standards

Getting Started

Our onboarding process includes:

• Confidential consultation to understand your objectives
• Comprehensive risk profile and liquidity needs assessment
• Custom investment proposal with 3 strategic options
• Regulatory documentation and compliance checks
• Initial funding and portfolio implementation
• 90-day review and strategy refinement

Contact Our Private Management Team

Private management services require minimum commitments of €2 million for discretionary mandates and €5 million for fully customized solutions. Past performance is not indicative of future results. All investments carry risk including potential loss of capital.