FINNERTI Asset Management invests, partners and works closely with a variety of multi-strategy and multi-asset class Institutional Investors, Family Offices and UHNW clients. FINNERTI actively takes on customised and tailored, semi-discretionary & discretionary mandates to allocate and invest in Real Estate across sectors.
We have a truly diversified approach when it comes to direct Real Estate investment, investing in real assets across the property spectrum, with a focus on New Build Residential, Multi-Family/Residential, Logistics and Hotel and Hospitality sectors . FINNERTI and its capital partners are predominantly Pan European focused, targeting primary and secondary locations across the major, stable and deep markets of United Kingdom, Western Europe such as Germany, Netherlands, France, Switzerland, however often we do also seek tactical and strategic opportunities in North Africa and the Middle East.
We may invest, structure, proactively manage or co-invest into Real Estate strategically as economic and market conditions change, not only to maximise investor returns, but also to drive, create and inspire positive environmental and social impact both locally and globally through our investments.
Philosophy
Our Investment philosophy on Real Estate is simple, to undertake as little downside risk as possible in the pursuit of the targeted returns agreed with our clients/investors. When we do take on higher risks, (which we believe is a must, to be proactive and productive in investing capital), the objective is then to ensure that we maximise the benefits of absolute returns.
Investment Strategies
- Core / Core-Plus
- Value Add
- Opportunistic
We are intensely focused on the risk/return profile of investments, driven by extensive research, fundamentals and due diligence and so believe this focus and attention is directly responsible for the firm’s exceptional track record of performance of assisting Clients to allocate capital to strategic investment opportunities (low volatility and high absolute returns) across several market cycles and several years to date.
Finnerti builds and manages these diversified portfolios of property investments, which offer stable and strong/consistent income streams that can be hedged and also rise in line with inflation over the medium to long term, as well as have the capital gain value that likewise grows over time. As such, it provides diversification benefits to our Investors and Clients, as it has a relatively low correlation with other traditional asset classes. It also helps cushion Clients against market and business-cycle volatility.
The type of Real Estate investments we consider include:
- Residential
- Hospitality
- Hotels
- Retail
- Logistic
Investment Approach
At Finnerti our Asset Management approach is twofold. For the traditional Assets Classes Equity, Fixed Income and Cash (Money Market Instruments), we contract and mandate out to selective talented and highly successful Funds, Fund Managers and other External Investment Managers with excellent track records and a strong belief of realising our clients targeted returns and assuming as little risk as possible.
Why Mandate the management of Traditional Assets in our Clients’ Portfolio:
- Enables us the freedom and flexibility to select the best of talent in the Investment Management sector, from managers across the global investment market place
- It provides our clients a real and substantial opportunity to add to their diversification benefits, as their investments are spread across funds managed by different managers, different strategies and methodologies, different jurisdictions and with different styles
- To avoid any conflict of interest in respect to appointing or retaining a fund manager
- Control – Allows for us to change a manager at short notice if deemed necessary, without any charges, tax consequences or inconvenience to our clients
The second methodology we employ, is to focus on what we are best at. FINNERTI Asset Management actively manages and deploys its expertise in Alternatives Investments. With a great amount of experience and knowledge in this space, We take on bespoke/tailored discretionary execution only mandates for; Real Estate, Private Equity, Hedge Fund, and other Real Asset Investments. With a team of strategic partners specialising in each sector, we are able to offer our clients the best market knowledge, research and proficiency in the best of investment products, vehicles, and opportunities to best place clients investments.
Bulk Purchase
FINNERTI also acts on behalf of large scale investors, corporates and family offices to bulk buy or forward purchase bulk property direct from developers. Typically these investors are seeking to capitalise on the recent decline in capital values, the significant depreciation of Sterling, the current negative market sentiment as well as the distressed nature of some Developers. Finnerti is a leader in this field and we:
- Source, negotiate and bulk-purchase properties from Developers.
- Carry out Due Diligence and Financial Appraisal.
- Arrange Property Finance if required
- Oversee the entire buying process.
- Re-sell or Rent / Manage the bulk purchase
As a team of leading specialists, we have the right expertise, cutting-edge technology, market knowledge, and research capabilities, to offer innovative and transparent investment solutions for private, institutional and corporate clients, with the competence to move with the times and remain ahead of peers. Finnerti guarantees a simplified, effective and accessible service, both personal and professional, to satisfy the needs of the most discerning client.
