The Power of Efficient Real Estate Investing
Club Estate empowers efficient real estate investing. As an independent real estate investment advisory firm, we offer family offices and institutional investors unbiased advice on all aspects of the commercial real estate life cycle, from deal origination to exit. We strive to build lasting partnerships with our clients based on trust, transparency and alignment of interests. What sets us apart is our commitment to delivering attractive risk-adjusted returns for our clients and our proprietary technology platform, which supports property sourcing, evaluation and the investor management process. Our experienced team has a successful track record of closing transactions and managing investments in Europe of over EUR 2 billion. We believe that environmental and social sustainability is a prerequisite for any successful real estate investment and focus on properties with strong ESG characteristics in key growth segments of the market. The company was founded in 2018 and is based in Pfäffikon, Switzerland.
Club Estate offers a wide range of mandate and advisory solutions. We help family offices and institutional investors identify, evaluate and manage attractive commercial real estate investment opportunities with the aim of generating compelling risk-adjusted returns. Our investment strategies are focused on properties with strong ESG credentials.
Club Estate supports family offices and institutional investors in developing tailor-made real estate investment strategies based on individual criteria such as risk appetite or liquidity requirements. We also advise on the implementation of predefined investment strategies by proposing suitable investment structures, investment guidelines, investment styles and benchmarks.
Club Estate applies an independent and systematic approach to selecting and assessing local managers/operators for family offices and institutional investors. The analysis and evaluation process considers all relevant investor requirements and assesses a wide range of characteristics such as management team, track record, governance and fee structure.
Club Estate sources attractive real estate investment opportunities by partnering with best-in-class local operators with excellent market access across regions and sectors. To facilitate investments for our clients, we not only source single real estate investment opportunities, but also assess managers/operators, market fundamentals, underlying assumptions and other important deal-related aspects as part of our institutional-quality due diligence process. Our proprietary Club Estate Score captures the attractiveness of an investment opportunity and is based on 75 quantitative and qualitative variables.
Our team has extensive experience in organizing a wide range of structures and SPVs in various jurisdictions. We help our clients navigate the complex structuring process to ensure a tailor-made solution that maximizes performance while being efficient and compliant.
At Club Estate, we believe that monitoring and controlling investments is at the heart of the investment process. We therefore offer our clients monitoring, ongoing optimization of income and expenses associated with the investment, and management/supervision of third-party service providers. We also provide our clients with benchmarking and independent periodic reporting.
We believe that environmental and social sustainability is a prerequisite for any successful real estate investment. We assess our clients’ existing portfolios and propose measurements to improve ESG credentials.
As a real estate investment advisory firm, we build lasting partnerships with our clients based on our core values trust, transparency and alignment of interests. We offer family offices and institutional investors unbiased advice and exclusive access to real estate investment opportunities. Our model allows our investors to participate in individual transactions with the benefit of our sourcing, structuring, due diligence and professional management capabilities. Our approach provides a high level of transparency, an alignment of incentives and the opportunity to have much greater control with regard to the real estate allocation. We do not rely on brokers or other intermediaries. Our team has extensive experience in managing investments across styles, sectors and regions, as well as with open/closed-end Luxembourg structures, pooled funds, segregated mandates, club deals and strategic partnerships.