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Capital Markets

LONG-TERM INVESTMENT IN REAL VALUES WITH DAILY LIQUIDITY

 

As initiator and fund advisor, AVENTOS CAPITAL MARKETS (“ACM”) analyses the value and potential of real estate securities and their real estate portfolios. Our in-depth analyses draw on the combined real estate experience and expertise of the entire AVENTOS Group. Where we see the potential for long-term value appreciation, we conduct a deep-dive analysis of the shortlisted companies’ financials, balance sheets, capital structure, governance and ESG profiles. These combined analyses generate insights that form the basis of our investment strategy, which prioritises sustainable value creation of the portfolio companies and their real estate.

Our Funds are aimed at private, semi-professional and institutional investors. For these investors, the equity funds provide access to a globally diversified portfolio of listed real estate companies and their real estate holdings.

 

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INVESTMENT APPROACH

We identify undervalued listed real estate companies and determine potential areas of value creation.      



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THE FUND

Based on comprehensive and rigorous analysis, the AVENTOS Global Real Estate Securities Fund (the “Fund”) provides investors with access to a handpicked, globally diversified portfolio of 20-25 listed real estate companies and their real estate holdings.



WHY REAL ESTATE SECURITIES?

Listed real estate companies own a significant proportion of global real estate holdings and provide investors with low-cost and liquid access to real estate portfolios in the world’s major economic centres. With the right real estate securities, investors benefit from a long-term investment in real estate, diversified across currencies, types of use and geographies. In addition, real estate securities often generate above-average yield premiums compared to other equities and government bonds.

FOUNDING PARTNERS

Professor Stephan Bone-Winkel, Oliver Puhl and Dr Karim Rochdi initially developed the AVENTOS CAPITAL MARKETS investment approach to broadly diversify their own assets globally based on a fundamental analysis of real estate securities. With the Fund, they are also giving this opportunity to other investors.