Services

We provide a comprehensive service for real estate investors and owners.

Chart showing the different services offered by EDR REIM

Fund & Portfolio Management

  • Product development with structuring and financing capabilities
  • Analysis and optimisation of portfolio performance
  • Managed within a regulatory environment

Investment

  • Acquisitions for private and institutional investors
  • Sourcing assets, due diligence and negotiation
  • Sale mandates in the context of portfolio reallocation and arbitrage strategies

Asset Management

  • Strong expertise in active building management
  • Optimising building performance via risk assessment, budget planning, renovation, energy improvements, tenant management

Property Management

  • Internal resources in property management when vertical integration creates value

Development

  • Project development from land search to planning permission
  • Partnership with local players, developers, architects, general contractors, etc.
  • Project management and monitoring

 

In France, we offer regulatory fund management services via an Organisme de Placement Collectif Immobilier ("OPCI"). OPCIs are vehicles which can be used by a group of investors, or by a single investor, to make direct or indirect investments in French or foreign real estate assets. For further information please visit our OPCI page.

Products

We provide focused and specialist investment and asset management solutions to institutional investors, family offices and high net worth individuals in the form of funds, mandates, clubs and joint ventures.

Funds

Our fund strategies are generally designed to deliver income growth and capital preservation and can be either closed or open-ended. Our convictions and expertise have created funds with specific geographies and/or sectors.

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Edmond de Rothschild Euro Industrial Real Estate Fund
  • Geography: Eurozone
  • Sector: Urban Industrial, Logistics
  • Risk Profile: Core+
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Edmond de Rothschild Real Estate Suisse
  • Geography: Switzerland
  • Sector: Diversified
  • Risk Profile: Core / Core+
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Edmond de Rothschild Residential Investment Fund UK
  • Geography: UK
  • Sector: Residential
  • Risk Profile: Core / Development
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OPCI Edmond de Rothschild Immo Premium
  • Geography: France
  • Sector: Office, Retail
  • Risk Profile: Core
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Smart Estate
  • Geography: Eurozone
  • Sector: Diversified
  • Risk Profile: Value Add / Development

Mandates

Our mandates which include investment, portfolio and asset management, provide added value through our expertise in a given segment, sector or geographical area. The target amount for a mandate is €150 million of real estate assets.

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Benelux
  • Sector: Commercial
  • Risk Profile: Core / Core+
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Switzerland
  • Sector: Residential
  • Risk Profile: Core / Core+
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UK
  • Sector: Residential
  • Risk Profile: Core+

Clubs and joint ventures (Direct transactions)

We assist our clients with direct real estate acquisitions. These transactions are carried out on behalf of single investors (minimum amount €40 million) or can take the form of club-deals (minimum amount €150 million), which match a portfolio or asset secured by our team with a limited group of like-minded investors.

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Light
  • Geography: Germany, Berlin
  • Sector: Industrial, Office
  • Risk Profile: Core+ / Value Add
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Magnum
  • Geography: Levallois, France
  • Sector: Office
  • Risk Profile: Value Add / Development
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Strand 111
  • Geography: London, UK
  • Sector: Office
  • Risk Profile: Core+ / Value Add

OPCI/AIFM

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.

Read about OPCI