“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. This demand is driven by the ability of club deals to enable family offices to share resources, reduce risks and access high-quality investments.
However, originating and managing private markets club deals requires a distinct skill set from traditional blind pool funds, spanning structuring and operations to distribution and reporting.
Club Estate is exclusively focused on 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.
Our deal sourcing is powered by an extensive network of specialists and a systematic due diligence process for screening investment opportunities. Working with best-in-class local operating partners – our “local champions” – ensures that our investors get prime access to top-tier investments 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 and seamless execution:
Our integrated investment platform in Luxembourg ensures efficient execution and reduces 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 requires a distinct 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. This ensures deal certainty for the seller and offers our investors a vetted off-market opportunity.
We focus on offering 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 best-in-class operating partners – our “local champions” – in each sector.
Economic alignment with our operating partners is key: we set clear performance targets to monitor and control.
3. Liquidity
Exit strategy planning is embedded in our initial underwriting process.
We look for strategic options throughout the holding period to optimize our returns.