We use proven techniques in finance and investment, as well as commercially-sound business management, to develop the asset management that is right for you. The markets in which we offer our services are:-
- Single assets or portfolios, as direct investments
- Funds, as indirect investments
- Locally, nationally and internationally
- Debt, equity and other types of participation
- Freehold, leasehold, beneficial interest, and other entitlement or right
Our services are limited to real estate, agriculture, and infrastructure.
We put “sustainability” at the core of our management. This applies whether it is a mandate to dispose of property, or to develop an asset with long-term potential for the particular client’s own use. Our mission is to achieve your goals. Doing so on a sustainable basis with real assets means we approach each asset management mandate individually. We need to work with you to know your objectives. We then present our plan for the asset management.
Sustainable real asset management could include taking remedial action on environmental concerns. It could mean considering affordable or attainable housing as part of a development, using geothermal energy sources, considerations for schools and training facilities on-site, changing the lights to be less energy intensive, flooring that is sustainably sourced and manufactured, considering the asset’s impact on the lives of occupiers, visitors, and neighbors to the site, and so much more.
One technique that we use in our asset management is a tool from the trading floors of financial institutions. We can do this because our background and experience includes these sorts of activities. We have first-hand experience. Those trading floors deal in risk and reward every second. A concept based on the value-at-risk notion guides our thinking to ameliorate or avoid what we would refer to as obsolete assets. Such assets should not be put in our clients’ inventory (portfolio), whether as an owner or an occupier. If appropriate, we can take remedial measures for existing assets.
Value-at-risk, as we define it, expresses the extent of possible financial, environmental, social and reputational cost that could impact an asset or portfolio based on a set of circumstances. It measures the riskiness of an asset, and we augment its usage by taking into consideration unusual or unexpected factors. When we look at an asset, we ask will it retain its value? Will it appreciate? At what rate? What headwinds can it face? How can we mitigate these potential circumstances? We also look at the positive impact the asset contributes to its stakeholders. Our focus is to put real asset inventory on your books that is prepared for the future and ready to contribute to the achievement of your goals.
The Right Difference
What sets us apart from the competition?
What really sets us apart from the competition is our additional viewpoints, inputs and services.
Whether it is taking a broad view of an investment and its impacts on the people and nature nearby, or knowing that a client’s goals are our goals, we work to achieve success. In our Asset Management, doing extra is the norm for us. We use our skills and our experience to put in place creative solutions that work. Inspiration and Implementation, we do both.
ESG, we care about all three equally in every transaction and in every service we do for our clients. It‘s natural, just like our nature and nature itself.
Here are just a few examples of how we do what we say.
An abandoned warehouse was in need of much attention. The market thought it should be renovated as a last mile distribution center. A good idea. But, after consultation with the neighbors, a distribution center with lots of truck traffic was not going to have an easy future. The right investment and management was to acquire the property at a significantly reduced price taking into account the new plans for the future of this property. Repositioning and renovating the property in line with a new strategy increased substantially the value of the property. The new strategy was to put in a curated group of tenants, offering an intra-property environment for sustainable community space, understanding the needs of tenants to provide amenities for their personnel, focusing on the “15 minutes to get to work” by bike, by walking or by public transit, and recognizing that this property is beside a residential neighborhood. It turns an abandoned warehouse, not into a distribution center (which has its place in another location), but into a place welcomed by the community, where people can thrive close to their homes. And, in the meantime, while this repositioning work is being done, the warehouse is rented on short-term leases to generate income.
An existing property has potential to be expanded. The strategy is to change its usage. Focus on affordable commercial space to serve the arts and technology communities. Food services too. Upgrading the building and its systems to conform to state-of-art E S G and beyond. An expansion of the building is planned for phase two. And, its also within minutes by foot from a major public transit node. Taking inspiration from the neighborhood.
An historic building was located in an area with significant commercial activities. These businesses needed customers. The historic building needed a new life, a life filled with people, families, pets, all needing the goods and services that the local businesses offered. The investment plan was to do some work. The result makes an historic building, tired and misused, into an investment for which the owners can now be proud. Not only is the building holding its head high, but also the community has put it back into its hearts as a valued space. This is win-win-win, for the owners, for the tenants, and for the community. This is an example of reviving urban life. Proof that profit and purpose do go hand-in-hand.