Separately Managed Accounts
Investment Approach
Fiera Real Estate offers customised separately managed account opportunities across the capital stack and risk-return spectrum. These vehicles are designed for clients whose investment requirements differ from those available through our other strategies. Fiera works in collaboration with clients to develop customised portfolio strategies with a minimum mandate size of c.£50m.
Management Style
Each segregated account is managed in accordance with a mutually agreed upon investment policy, which sets out specific, measurable guidelines with respect to investment and compliance parameters as well as a performance benchmark against which the strategy will be measured on a quarterly basis.
Key Principles
Fiera Real Estate works with clients to build portfolios of assets based around the following three categories:
Core Real Estate Equity
Typically focused on stabilized income producing assets that generate a strong cash-on-cash yield.
Value Add Real Estate Equity
Generating capital growth through planning enhancements, development or the implementation of asset management initiatives.
Real Estate Debt
Lending to institutional grade sponsors to produce strong risk adjusted income returns.
Segregated Mandates
Investment Characteristics
Diversification
Track Record
Deal Flow
Customisation
These characteritics exploit Fiera Real Estate’s vertically integrated business model, combining investment management with an operating platform of nine specialist property companies across the UK providing superior access to stock across the market.
To learn more about our operating partner network, click here.
