REAL ESTATE

INVEST | FINANCE | MANAGE

REAL ESTATE STRATEGIES

At AncoraOak, we pursue a thematic investment approach focused on high-quality assets, leveraging our expertise and insights to identify opportunities with outsized growth potential. Our investment strategy is driven by a deep understanding of global economic and demographic trends, ensuring that we stay ahead of the curve and maximize returns for our clients. By investing in high-quality assets that align with our themes, we aim to create long-term value and deliver superior results.

__Confidence

We have a deep conviction in our investment strategy, which is informed by proprietary information gathered from our vast portfolio spanning every major real estate asset class and virtually every major market worldwide. By leveraging our unparalleled market insights, we identify key themes and invest capital with confidence, consistently achieving superior results for our clients. Join us and experience the power of conviction in real estate investment.

__The Power of Connectivity

We recognize that our most valuable asset is our team of over 30 highly skilled real estate professionals. With a global presence spanning 6 offices, we operate as a cohesive and integrated business, leveraging our collective expertise to achieve unparalleled connectivity in the market. Through a rigorous and streamlined investment review process, we are able to swiftly identify opportunities and assess the limits of each potential transaction. Join us and discover the power of connectivity in real estate investment.

__Expertise in Off-Market and Boutique Deals Structures

Boutique Deals Structures
With our deep industry knowledge and strong relationships, we have a track record of successfully sourcing and executing off-market and boutique real estate transactions, providing very unique investment opportunities for our clients.

55 +

REAL ESTATE OWNED

130 +

COMPLETED PROJECTS

50 +

PARTNERS WORLDWIDE

15 +

EXPERTS & ADVISORS

ALTERNATIVE INVESTING REDEFINED

OUR STRATEGIES

Our continuous growth in both products and geographies since our real estate investment debut in 2008 has enabled us to navigate various market cycles and risks, providing a diverse range of practical solutions to our valued Limited Partners.

__Expedient

This strategy focuses on acquiring underutilized yet strategically located assets around the globe through our opportunistic business. We then transform these properties into thriving businesses by implementing top-notch management strategies and investing in necessary improvements to maximize their potential. Our goal is to provide superior returns to our limited partners by unlocking the full value of each asset.

__Fundamental+

Our Fundamental+ real estate business specializes in well-established properties with stable cash flows, moderate leverage, and a long-term investment horizon. Leveraging our expertise in asset management, our institutional strategies in North America and Europe target high-quality logistics, residential, office, hospitality, and retail assets in key global cities. Additionally, our Fundamental+ business offers customized income-focused strategies for individual investors.

__Debt

Through our real estate debt business, we offer a diverse range of financing solutions across the capital structure, customized to meet the unique needs and risk appetite of our investors. Our expert team originates loans and invests in debt securities backed by premium quality real estate, ensuring optimal returns and risk mitigation.

BUSINESS SECTORS

1. Manage Properties & Portfolios

Our services businesses include business process outsourcing, hospitality, construction and real estate management.

2. Plan, Lease and Occupy

Unleash the potential of your business with tailored consulting and transaction services that align with your strategic goals, driving value and growth to new heights.

3. Design & Build

Design innovative and sustainable spaces that promote your business objectives, customer experience, community engagement, and environmental responsibility.

INVESTMENT, FINANCING, AND VALUE OPTIMIZATION

RE Asset Development & Management Solutions

As the preeminent leader in the realm of international brokerage, our group serves as your strategic ally throughout the entire investment lifecycle. Our seasoned advisors harness exclusive real-time intelligence to catalyze investment performance, connecting you with the optimal capital and opportunities in every market and property category.

__Capital Markets

A vital sector of the financial industry that leverages cutting-edge solutions to unlock superior outcomes. Through a range of innovative services, including property sales, structured finance, and real estate investment banking, Capital Markets empower individuals and organizations to a#efefefchieve their objectives with precision and finesse. By capitalizing on these sophisticated strategies, investors and industry professionals can gain a decisive edge in today’s complex economic landscape.

__The Power of Connectivity

Provide accurate insights on your property’s value, with our experts specializing in valuations, appraisals, and advisory services. Our international presence allows us to deliver customized solutions to clients around the world, ensuring you receive tailored support to succeed in real estate investment.

__Manage Real Assets Investments

AncoraOak Asset Management helps you deliver strategic real assets investment solutions.

__Valuation & Advisory Services

Provide accurate insights on your property’s value, with our experts specializing in valuations, appraisals, and advisory services. Our international presence allows us to deliver customized solutions to clients around the world, ensuring you receive tailored support to succeed in real estate investment.

__Property Development & Investment

Our group’s specialized subsidiaries offer comprehensive solutions for developing and investing in commercial real estate. By capitalizing on their expertise, clients gain access to a range of innovative strategies designed to facilitate success in the ever-evolving real estate market.

__Business Outcomes Transformation

Our innovative approach to problem-solving unlocks the hidden potential of your organization through transformational thinking, cutting-edge industry intelligence, and innovative global solutions. By leveraging our multidimensional expertise and global reach, we provide a comprehensive range of services that address your unique challenges and opportunities. Whether you need to optimize your operations, streamline your processes, or expand your business, our team of experts will work with you to deliver transformative results and propel your organization to success.

OCCUPANCY STRATEGY SERVICES

REAL ESTATE STRATEGIES

Transform real estate into a strategic advantage for your business with our cutting-edge analytical talent and technology products. Our innovative solutions empower both occupiers and owners to stay ahead of the curve, anticipate emerging opportunities, and execute successful real estate strategies that drive superior results. With our comprehensive suite of services, you can take a data-driven approach to real estate and gain a competitive edge in the market. Let our team of experts help you navigate the complexities of real estate and unlock new possibilities for your business.

We invest for the future

__Transaction Services

Protect your investments with our well-defined risk mitigation process and cutting-edge market intelligence. Our team of experts provides a comprehensive suite of services that minimize your exposure to risk and protect your assets from market volatility. By leveraging our industry-leading market intelligence and innovative tools, you can make informed decisions and optimize your investment strategies. With our risk mitigation services, you can have peace of mind knowing that your investments are in safe hands.

__Site Selection & Location Strategy

Identify prime locations for your business with our location intelligence services. Our experts use data-driven analysis to identify cost-effective locations that offer top talent and easy customer accessibility, so you can make informed decisions and achieve your business objectives.

__Portfolio Strategy

Achieve your enterprise objectives with our customized real estate portfolio strategies. Our experts utilize a data-driven approach to create flexible and cost-effective solutions that optimize your real estate investments. We help you reduce costs, increase value, and drive superior business performance. Let us help you take your business to the next level with our comprehensive portfolio development services.

__Consulting

Our consulting services are designed to help you achieve your real estate goals by leveraging our deep industry expertise, extensive client engagement experience, and cutting-edge intelligence and technology. Our team of experts offers comprehensive solutions across multiple dimensions, including transformational change and operations, experiences, location, and cost. Whether you need a new integrated strategy or want to improve an existing one, we help you tackle complex and interdependent challenges with innovative and customized solutions. Let us help you unlock the full potential of your real estate portfolio and drive superior business outcomes.

ALTERNATIVE INVESTING REDEFINED

DESIGN & BUILD

Success lies in the details. At our firm, we believe that by carefully examining every aspect of your business or investment strategy, we can design and deliver real estate solutions that truly achieve your objectives. Our team of experts takes a holistic approach to every project, working with you to plan, develop, and implement customized solutions that meet your unique needs. With our focus on innovation and creativity, we’re committed to finding fresh, modern solutions that keep you ahead of the curve. Let us help you achieve greatness by paying attention to every detail of your real estate portfolio.

__Cost Advisory

Enhance your cost-effectiveness and mitigate risk across your real estate projects and portfolios with our comprehensive management services.

__Design

Craft custom-designed spaces that embody your vision, brand, and culture, fostering meaningful connections between individuals and their built surroundings.

__Project & Program Management

Effortlessly bring your vision to life with our expert team who oversees every detail, from scheduling to budgeting, and manages the entire construction process for you. We ensure seamless delivery of your project, so you can focus on what matters most.

__Supply Chain Sourcing

Maximize value and innovation through our global network of top-tier suppliers, driving best-in-class pricing and solutions for your business.

__Principal Delivery

Accelerate your go-to-market timeline and maximize cost efficiency with our end-to-end project and program management services. We hold ourselves accountable for delivering high-quality results and work closely with you to ensure cost certainty and savings throughout the process.

MANAGE REAL ASSETS INVESTMENTS

REAL ESTATE STRATEGIES

Our sustainable real asset solutions leverage extensive data and market insights to maximize returns across every stage of your investment journey, from inception to completion. Our approach empowers you to drive better outcomes and make informed decisions that align with your values and goals. Our comprehensive approach to real assets is backed by deep expertise in multiple sectors and geographies, as well as a keen understanding of market trends and risk profiles. We leverage this knowledge to deliver sustainable, end-to-end solutions that drive superior investment outcomes, from initial investment to final user experience. Partnering with us means benefiting from a holistic, tailored approach to real assets that maximizes your return on investment.

__Investment Approach

Our team employs a meticulous and data-driven investment approach, which prioritizes risk mitigation and aligns investors’ objectives with occupiers’ requirements to achieve sustainable, long-term performance.

__Portfolio Construction

Our unparalleled insights platform and deep understanding of real assets enable us to craft bespoke, strategic portfolios that deliver superior returns over the long term. We combine this with our exceptional ability to make informed, near-term allocation decisions to ensure your investments are always aligned with your goals and market conditions.

__Investment Strategies & Solutions

Our comprehensive suite of real asset investment solutions spans a wide range of investment strategies, including both direct and indirect private real estate, infrastructure, listed assets, and credit. We work closely with our clients to tailor our offerings to their unique investment goals and objectives, providing the insights and expertise needed to maximize returns and achieve sustainable, long-term success. Explore more.