Products

 At BMO Real Estate Partners, our sole purpose is to create and manage successful property investment portfolios for both institutional and private clients.
 
We offer a range of property investments and asset management opportunities across numerous European real estate markets.

Risk Disclaimer

Please remember the value of investments can go down as well as up and you may not get back the amount you initially invested. Past performance is not a guide to future performance.

For professional and regulated qualified investors only

Products

F&C UK Property Fund
This fund was created in the context of a post-recessionary environment. It doesn’t hold any old or legacy assets, which can act as potential drag on returns. Instead, the portfolio reflects what we view as best for the current market conditions.

F&C Commercial Property Trust
This trust is recognised as a leading investment vehicle for clients who want to gain prime exposure to commercial property. Launched in 2005, it is managed by Richard Kirby. The trust is a FTSE 250 member and is designed to provide ordinary shareholders with an attractive level of income. It offers the potential for both capital and income growth, from a diversified UK commercial property portfolio.

F&C UK Real Estate Investments Limited
Formed in April 2013 from the merger of IRP Property Investments Limited (‘IRP’) and ISIS Property Trust (‘IPT’), the Fund has an enhanced diversification and greater flexibility in its future investment strategy. The separate property portfolios of IRP and IPT are complementary in their geographic and sector exposure and the combined portfolio maintains an overweight position in London and the South East.

Best Value Europe I (BVE I)
BVE I was launched in 2015 and is a closed-ended German “Spezialfonds” in accordance with the German investment law (KAGB) and supervised by the federal financial supervisory office (BaFin). The Fund has a target volume of ca. €700m comprised of 14 prime high-street properties within top tier European cities and in sub-markets offering luxury retail and tourist concentration. The fund aims to deliver a stable and sustainable income return of 4% p.a. net over its 10 year term. The fund administration is carried out by HANSAINVEST Hanseatische Investment GmbH.

 

Best Value Europe II (BVEII)
BVEII was launched in 2017 and is an open-ended Luxembourg FCP-RAIF in accordance with the Luxembourg investment law and supervised by fund administrator Luxembourg Investment Solutions. The Fund aims to reach an investment volume of ca. €1bn focusing on prime high-street properties within top tier European cities with focus on four defined retail segments: luxury, mass-market, premium and restaurants. The Fund aims to deliver a stable and sustainable income return of 4% p.a.

German Special Fund “Spezialfonds”
With the Best Value Germany I BMO Real Estate Partners Germany achieved market entry within a short time. To date, we have successfully launched 10 Real Estate Special AIF “Spezialfonds” with a total target investment volume of over €3.8 billion.

 

Best Value Germany I (BVG I)
The fund has a gross fund volume of €310 million and invests in commercial real estate in prime inner-city locations in German mid-size and large cities. Over the 10-year fund life, an annual distribution yield of 5.5% is targeted. The fund administration is carried out by the managing company – “Kapitalverwaltungsgesellschaft” HANSAINVEST Hanseatische Investment GmbH. The fund has been fully invested since December 2013.

 

Best Value Germany II (BVG II)
The fund has a target volume of €500 million and a maximum debt of 50%. BVG II invests in prime properties in secondary and large German cities, with a focus on high-street retail properties. The fund aims to generate a stable annual distribution yield of 5.0% over the ten year maturity. The managing company “Kapitalverwaltungsgesellschaft” HANSAINVEST Hanseatische Investment GmbH is responsible for the fund administration. BVG II is almost fully invested.

 

Best Value Germany III (BVG III)
The fund has a target volume of €300 million and a maximum debt of 50 %. BVG III invests in prime properties in secondary and large German cities, with a focus on high-street retail properties. The fund aims to generate a stable annual distribution yield of 4.0 % over the ten year maturity. HANSAINVEST Hanseatische Investment GmbH is responsible for the fund administration. BVG III is currently in the investment phase.

 

Best Value Wohnen (BVW I)
The Fund has a target volume of about €300 million and acquires residential assets. BVW I invests in both, existing properties as well as development projects. Key markets are the top five markets as well as good secondary and tertiary cities with positive and strong economic and demographic development. The fund aims to deliver a stable and sustainable income return of 3.75 % p.a. net on average over its 15 year term. HANSAINVEST Hanseatische Investment GmbH is responsible for the fund administration.

 

German Individual Mandates
Our structure enables us to offer our investors individual mandates with customised strategies. Currently, we look after individual mandates, mainly retail and residential, with a volume of approx. €900 million.

 

German Club Deals
In 2016 the first Club Deal Fund was launched with the acquisition of the urban quarter and shopping centre Q 6 Q 7 in Mannheim.
The urban quarter is situated directly in the heart of the city centre and includes retail and residential spaces, offices, medical practices, a hotel and numerous other dining facilities over 60,000 square meters.

 

German Closed-end funds
For over 17 years we have successfully been managing closed-end property funds for our institutional and semi-institutional customers.

BMO Real Estate Partners have a strong track record of providing our investors with joint venture and club deal structures to allow for a greater level of flexibility.

We manage a number of segregated accounts for a diverse range of clients in the UK and continental Europe. These strategies give clients exposure to assets across the risk/return spectrum in both an advisory and discretionary capacity.

Unsere Produkte

Seit 2010 werden zusätzlich zu den bestehenden geschlossenen Immobilienfonds auch Immobilien Spezialfonds nach dem deutschen Investmentgesetz sowie Individualmandate mit speziellen Strategien aufgelegt und verwaltet.

 

Spezialfonds
Mit dem Best Value Germany I ist BMO Real Estate Partners Deutschland innerhalb kürzester Zeit der Markteintritt gelungen. Bis heute wurden neben geschlossen Fonds 10 Immobilien Spezial-AIF mit einem Zielinvestitionsvolumen von über 3,8 Mrd. € etabliert. Alle Fonds sind als Spezial-Alternative-Investmentfonds (AIF) im Sinne des KAGB ausgestaltet und stehen unter der Aufsicht der BaFin.

 

Best Value Germany I (BVG I)
Der Fonds hat ein Bruttofondsvolumen von rund 310 Mio. € und ist in Gewerbeimmobilien in sehr guten Innenstadtlagen deutscher Mittel- und Großstädte investiert. Über die 10-jährige Laufzeit wird eine jährliche Ausschüttungsrendite von 5,5 % angestrebt. Die Fondsadministration erfolgt durch die Kapitalverwaltungsgesellschaft HANSAINVEST Hanseatische Investment GmbH. Seit Dezember 2013 ist der Fonds vollständig investiert.

 

Best Value Germany II (BVG II)
Der Fonds hat ein Zielvolumen von 500 Mio. € und soll mit maximal 50 % Fremdkapital ausgestattet werden. Der BVG II investiert in die Top-Lagen deutscher Mittel- und Großstädte, wobei der Fokus auf innerstädtischen Einzelhandelsimmobilien liegt. Der Fonds strebt über die 10-jährige Laufzeit eine stabile jährliche Ausschüttungsrendite von 5 % an. Die Fondsadministration erfolgt durch die Kapitalverwaltungsgesellschaft HANSAINVEST Hanseatische Investment GmbH. Der BVG II ist nahezu vollständig investiert.

 

Best Value Germany III (BVG III)
Der Fonds hat ein Zielvolumen von 300 Mio. € und soll mit maximal 50 % Fremdkapital ausgestattet werden. Der BVG III investiert in die Top-Lagen deutscher Mittel- und Großstädte, wobei der Fokus auf innerstädtischen Einzelhandelsimmobilien liegt. Der Fonds strebt über die 10-jährige Laufzeit eine stabile jährliche Ausschüttungsrendite von 4 % an. Die Fondsadministration erfolgt durch die Kapitalverwaltungsgesellschaft HANSAINVEST Hanseatische Investment GmbH. Zurzeit befindet sich der BVG III in der Investitionsphase.

 

Best Value Wohnen (BVW I)
Der Fonds hat ein Zielvolumen von rund 300 Mio. Euro und soll ausschließlich in hauptsächlich zu Wohnzwecken genutzte Immobilien investieren. Dabei ist vorgesehen sowohl in Bestandsobjekte als auch in Entwicklungsvorhaben zu investieren. Neben den klassischen A- Städten sind vor allem starke B- und C-Städte mit positiver demographischer und wirtschaftlicher Entwicklung im Investitionsfokus. Der Fonds strebt über die gesamte Haltedauer von 15 Jahren eine durchschnittliche Netto-Rendite von 3,75 % p.a. an. Die Fondsadministration erfolgt durch die Kapitalverwaltungsgesellschaft HANSAINVEST Hanseatische Investment GmbH.

Durch unser Set-up können wir auch Individualmandate mit speziellen Strategien bedienen. Derzeit betreuen wir Individualmandate in den Hauptnutzungsarten Einzelhandel und Wohnen über ein Volumen von rd. 900 Mio. €.

 

Seit über 17 Jahren managen wir erfolgreich geschlossene Immobilienfonds für unsere institutionellen und semi-institutionellen Kunden.

2016 konnten wir für unsere Investoren das Stadtquartier Q 6 Q 7 in der Mannheimer Innenstadt im Rahmen eines Clubdeals erwerben. Das direkt in der Mannheimer Innenstadt gelegene Stadtquartier Q 6 Q 7 kombiniert auf über 60.0000 Quadratmetern Einzelhandelsflächen, Wohnungen, Büros, Praxen, Hotelflächen und gastronomische Angebote.

Risk Disclaimer

For professional and regulated qualified investors only. Nothing on this website is, or is intended to be, an offer, advice, or an invitation to buy or sell any investments, in any jurisdiction where, or to anyone whom it would be unlawful to do so. Please read our full terms and conditions before proceeding further with any investment product referred to on this website. This website may not be suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek professional advice before proceeding further with such product. If you have any doubts about which investment product is right for you please contact your financial adviser.