“A leading private markets club deal specialist for family offices”
Club deals – where like-minded investors jointly invest in exclusive private markets opportunities – have become a cornerstone of family office investing, now accounting for 60% of their investments by volume. Among other things, the strong demand for these deals is because they enable family offices to share resources, reduce risks and gain access to high-quality investments.
However, originating and managing private markets club deals requires a distinct skill set –from structuring and operations to distribution and reporting – distinct from traditional blind pool funds. Club Estate is exclusively dedicated to deal-by-deal investments in private markets opportunities across real estate, private equity and private credit, providing flexibility in capital allocation to target high-growth segments and the possibility to instantly allocate capital.
In terms of deal sourcing, we depend of our extensive specialist network and our systematic due diligence process for screening investment opportunities. Working with best-in-class local operating partners, our “local champions”, ensures our investors get prime access to invest with the best in each sector on a deal-by-deal-basis.
Fully underwritten Club Deal opportunities
A unique approach
Together with our investor network, we fully underwrite each deal, providing deal certainty before inviting family offices to participate.
Specialized club deal origination knowledge & seamless execution:
Our integrated Luxembourg investment platform ensures efficient execution and mitigates transaction complexity for club deals.
Global reach,
local expertise:
With offices in Zurich, Singapore, Hong Kong and Luxembourg, we serve family offices across Europe and Asia.
How we create value – Sourcing and Managing Club Deals require a distict skillset and operational setup
1. Origination
Club Estate fully underwrites each transaction before offering it to other Family Offices on a deal by deal basis leading to deal security for the seller and an vetted off market opportunity for our investors.
Focus on an attractive entry price and limited downside risk – we are patient investors and are able to wait for the right opportunity.
2. Partnership
We work with “local Champions” best-in-class operating partners in each sector.
Economic alignment with our operating partners is key – we set specific performance targets monitoring and controlling the process
3. Liquidity
Exit strategy is part of initial underwriting
We look for strategic options during the holding period to optimize our returns