REAL ESTATE
Premium Real Estate Solutions
SM Invest delivers institutional-grade real estate services for discerning investors. Our integrated platform combines global market access with data-driven strategies to optimize your property portfolio's performance across acquisition, enhancement, and disposition phases.
Managing value €350 million across 45 properties worldwide, our full-service platform offers end-to-end solutions for ultra-high-net-worth individuals, family offices, and institutional clients. Since 2015, prior to the creation of SM Invest, we've consistently delivered top-quartile returns, achieving an average annual IRR of 19.3% across our value-add strategies.
Global Real Estate Expertise
Comprehensive solutions from acquisition to asset optimization
Explore Our Real Estate Services
Core Service Pillars
Strategic Acquisitions
- Off-market deal sourcing through our proprietary network of 200+ industry relationships
- Cross-border transaction execution in 14 jurisdictions with local legal teams
- 1031 exchange coordination with 45-day identification period management
- Bid strategy formulation using game theory and competitive analysis models
- Tax-efficient purchase structures including opportunity zone funds
- Portfolio acquisitions with simultaneous closings across multiple assets
Asset Management
- Portfolio performance optimization through our proprietary analytics platform
- Lease restructuring advisory with 22% average rent uplift on renewals
- Operating expense benchmarking against 350 comparable properties
- Capital improvement planning with 5-year rolling budgets
- Tenant experience programs to maximize retention and satisfaction
- Risk management protocols including insurance optimization
Value Creation
- Repositioning strategy development with average 35% value increase
- Architectural redesign services from our in-house design studio
- Luxury finish specifications curated by our materials specialists
- Smart building integrations including IoT and automation systems
- Branding and marketing strategies for premium positioning
- Placemaking initiatives to enhance community appeal
Sustainable Investment Solutions
Green Portfolio Strategies
| Initiative | Value Impact | Certifications | Implementation |
|---|---|---|---|
| Energy retrofits | 15-25% NOI improvement | LEED, BREEAM | 6-18 month payback period |
| Carbon-neutral developments | 10-20% valuation premium | WELL, Passive House | 3-5 year implementation |
| Water conservation systems | 30% utility cost reduction | WiredScore | 12-24 month installation |
| Smart building technology | 18% operational efficiency | RESET, Fitwel | Phased implementation |
| Biophilic design elements | 12% tenant satisfaction increase | Living Building Challenge | Integrated in renovations |
Global Market Access
International Investment Platforms
- European Gateway: Prime London/Paris office assets with average WALT of 8.2 years
- North American Select: Sunbelt multifamily with 6.5% average yield
- Asia-Pacific Growth: Singapore logistics hubs serving e-commerce leaders
- Emerging Markets: Dubai residential developments with 22% annual appreciation
- Global Trophy: Iconic assets in 6 world cities with institutional ownership
- Specialty Sectors: Medical offices, data centers, and life science facilities
Local Market Intelligence
- Zoning regulation analysis with 3D mapping of development potential
- Demographic trend mapping using predictive analytics models
- Supply-demand forecasting with 5-year projection scenarios
- Tax incentive utilization including opportunity zones and historic credits
- Transportation impact studies for infrastructure changes
- Political risk assessment for emerging markets
Technical Services
Design and Engineering
- Architectural feasibility studies with 3D massing models
- Luxury interior design from our award-winning studio
- Structural engineering for complex adaptive reuse
- MEP system optimization for energy efficiency
- Façade engineering for aesthetic and performance
- Lighting design for ambiance and sustainability
Project Execution
- General contractor selection through competitive bidding
- Construction management with weekly progress reporting
- Budget control systems tracking 120+ cost categories
- Tenant improvement coordination with build-out oversight
- Quality assurance protocols with third-party inspections
- Safety compliance monitoring across all sites
Investment Performance
- 22.4% average IRR on value-add strategies since inception
- 1.82x average equity multiple across realized investments
- 94% lease renewal rate on managed properties
- 15.3% average annual return on core holdings
- €150 million in capital recycled through strategic dispositions
Client Reporting Suite
- Quarterly performance reports with custom benchmarks
- Monthly asset-level dashboards with key metrics
- Annual tax packages with jurisdiction-specific reporting
- Environmental impact statements with ESG scoring
- Portfolio rebalancing recommendations
- 24/7 access to our client portal with real-time data
Connect With Our Real Estate Team
Past performance is not indicative of future results. Real estate investments involve risks including potential loss of principal. Minimum investment requirements apply. Services vary by jurisdiction.