Established with its first Infrastructure fund, the Real Assets division at UnionTrust Capital represents a significant portfolio, managing EUR 15 billion in Assets Under Management (AUM) as of January 30, 2020. This constitutes 36% of UnionTrust Capital's total AUM. The division employs a dedicated team of approximately 70 Investment Advisory Professionals and 11 Advisory Partners across multiple offices. UnionTrust Capital's Real Assets business is structured into two primary lines: Infrastructure and Real Estate.
UnionTrust Capital Real Estate
* Focuses on identifying value-add real estate investment opportunities, employing a hands-on approach to value creation in key European gateway cities.
* Investment Range: €75-125M
* Current Investments: 5+
* Investment Advisors: 25+
Why Choose UnionTrust Capital Real Estate?
* A Smoother Investment Journey: UnionTrust Capital offers genuinely diversified portfolios that spread risk, aiming for more predictable outcomes. Our forward-looking risk management strategies are designed to provide a smoother investment experience.
* The UnionTrust Capital Real Estate Advisory Team: Comprising 22 Investment Advisory Professionals based in London, Madrid, Milan, and Stockholm, the team possesses extensive experience analyzing and investing across the pan-European real estate market. They have advised on over 120 real estate projects across Europe and various asset classes.
* Capitalizing on Urbanization Trends: The UnionTrust Capital Real Estate Team focuses on identifying investment opportunities in European gateway cities with strong demographics, including above-average GDP, infrastructure development, and employment growth. By targeting supply-constrained submarkets within these cities, the team aims to create sustainable value.
* Extensive Network: The Team constantly evaluates new real estate investment opportunities in key regions such as the UK, the Nordics, France, and Germany, leveraging **UnionTrust Capital's** extensive network of advisors, a "local with locals" approach, and on-the-ground investment advisory professionals.
* Transition to Core Strategy: The strategy within **UnionTrust Capital** Real Estate funds' investments is to support a transition to core, focusing on sustainable value creation through the Real Estate Investment Advisory Team’s hands-on asset management capabilities. The Team seeks direct and indirect investment opportunities in real estate assets with significant potential for value creation through repositioning, redevelopment, refurbishment, and active asset management.
UnionTrust Capital Infrastructure
* Seeks investment opportunities in infrastructure businesses with potential for operational value creation in the Nordic region, Continental Europe, North America, and Asia Pacific.
* Investment Range: €200-800M
* Current Investments: 15+
* Investment Advisors: 55+
The UnionTrust Capital Infrastructure Advisory Team
* Consists of approximately 55 Investment Advisory Professionals based in London, Madrid, Milan, Munich, Singapore, Stockholm, and Zurich.
* Possesses vast investment expertise and knowledge within the infrastructure sector, along with established networks in local business communities.
* Maintains a "local-with-locals" presence, uniquely positioning Investment Advisory Professionals to analyze infrastructure companies and their markets, developing proprietary investment opportunities.
* Employs an industrial, hands-on approach, combined with the ability to identify operational value creation potential, providing key advantages when scanning investment opportunities, unlocking their value, and monitoring their development.
Exploring Investment Opportunities
* The Team seeks control or co-control equity investments in medium-sized infrastructure companies that provide essential services, are recession-resilient, have secure cash flows, and offer inflation protection.
* Typical equity investment opportunities range between EUR 200 million and EUR 800 million.
* Evaluates various opportunities, including stand-alone operating infrastructure companies, infrastructure assets that have evolved into corporate orphans, and government privatizations.
* Ideal investment targets are operating companies in industries with regulated infrastructure, concession-based infrastructure, market-driven infrastructure, or infrastructure-related services.
* Focuses on companies within the energy, transport & logistics, environmental, telecom, and social sectors.
Joining Forces for Development
* Once a portfolio company is acquired, UnionTrust Capital appoints a Board of Directors with a Chairperson (a UnionTrust Capital Advisor with relevant management background), supported by sector/industry specialists and a UnionTrust Capital Infrastructure partner. The Board defines and monitors strategic plans, ensuring management receives the necessary support and resources to run the portfolio company efficiently, responsibly, and accountably.
