Real Estate Debt
Bbh ( Real Estate Debt | Germany)
In January 2022, Edmond de Rothschild through its real estate debt platform provided the Sponsor a €50m Mezzanine Loan Facility to finance the acquisition of the properties.
Asset Management
Conviction-based
real estate investments
Door handle by designer Philippe Druillet, bank lounges, Paris
Edmond de Rothschild REIM offers you a range of real estate funds with diversified strategies, catering to the needs and profiles of a wide variety of investors.
Backed by a solid track record in the real estate markets we operate in, our experts apply conviction-based management to create long-term value and generate recurring income. We design solutions rooted in the real economy and the city of tomorrow, combining financial performance with impact.
Sustainability: from commitment to implementation
The future of the real estate lies in eligibility to address social, demographic, technological and environmental challenges. Our actions are clustered around 3 pillars:
Improve performance of existing stock
Overall CO2 emission reduction targets cannot be achieved by new construction alone.
Place users at the heart of our approach
The value of assets depends on attractiveness to tenants and investors.
Act with commitment and engagement
Sustainability policy can only be implemented successfully with commitments.
We aim to adopt a best practice approach to sustainability within our real estate activities to help our clients invest along sustainable and responsible criteria. We measure the sustainability performance of both our discretionary funds and individual properties with recognized external benchmarks. We also use third-party certification schemes for appropriate local property markets.
Edmond de Rothschild REIM is proud to be a signatory of The Principles for Responsible Investment (PRI).
EU Sustainable Finance Disclosure Regulation
Our sustainability-related disclosures in line with Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 can be viewed below.
Our disclosure regarding SFDR art 4 can be found below.
Sustainability Policy and Report
Our Sustainability Policy and the recent Sustainability Reports can be also found below.
Invest in sectors
with high potential
Our investment decisions are based on in-depth local knowledge of the various sectors, informed by our strong convictions regarding major demographic and technological trends, social and ecological impact, and potential for both income generation and capital protection.
We engage in equity and debt investments in various real estate sectors across Europe, with a focus on urban (green) offices, industrial and logistics real estate, modern residential buildings and urban (green) offices and life science assets, where we have acquired solid experience and which today constitute our core business.
Infrastructure favoring flows linked to new forms of distribution.
- E-commerce
- Re-/nearshoring
- Urbanization and labor
- Scarcity of land and product
Addressing the populations` needs.
- Lack of affordable housing
- Smaller households
- Rents track inflation
Originating credit investments secured by top quality properties.
- Traditional banks pulling back
- Debt funding back
- Refinancing wave fuelling demand
- Higher cost of debt at lower LTVs
Creating an eco-system of companies active in the health and life sector.
Urban locations and close to transport nodes and amenities.
- Tenants move to city center locations
- Office use is changing
- Flight to quality space
- Premium rents for green offices
Our French AIFM business
In France, our regulatory fund management service comprises:
- Creation of the OPCI: drafting of the OPCI's prospectus and articles of association, submission of the file to the AMF for approval, relations and management of listings with custodians and real estate appraisers, registration of the OPCI with the Commercial Court Register, etc.
- Daily administrative management of the OPCI: drawing up legal documents, calculating the OPCI's net asset value, calculating the various ratios, AIFM reporting, checking the OPCI's expenses, cash management, etc.
- Management of specific operations: transfer of units, increase and decrease of capital, change of custodian, acquisition or sale of real estate, distribution obligations, etc.
Key figures
(30/06/2024)
469
Assets
6.5
AUM in EUR Bn
Case studies of
Real Estate assets
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Industrial
Industrial l The Netherlands
The business plan is to gain long-term exposure to a brand new, high quality industrial asset with outstanding sustainability credentials at one of the key logistic areas of the Netherlands.
Residential
Residential | UK
The business plan is to create a multifamily community, for 700+ residents, in the heart of Birmingham.
Life Science
Life Science | Switzerland
The business plan foresees the construction of a brand new property composed of three interconnected buildings for life sciences companies.
Office
Office | France
The business plan foresees the transformation of this vacant and obsolete building with enhanced connectivity (WIREDSCORE Gold label) and an improved environmental footprint (BREEAM Very Good label).