Published in November 2007 by PEI Media Ltd Second Floor ...
Published in November 2007 by PEI Media Ltd Second Floor ...
Published in November 2007 by PEI Media Ltd Second Floor ...
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Asset Managers.<br />
FUTURE PRIVATE REAL ESTATE FUND INVESTMENT APPETITE<br />
Provides an <strong>in</strong>dication of the <strong>in</strong>stitution's future appetite for different types of private real estate <strong>in</strong>vestment opportunities, or that the <strong>in</strong>stitution has<br />
<strong>in</strong>vested <strong>in</strong> such vehicles / opportunities <strong>in</strong> the past.<br />
Core<br />
Core Plus<br />
North America Western Europe<br />
Central &<br />
Eastern Europe<br />
Middle East /<br />
Africa<br />
Asia Pacific<br />
Lat<strong>in</strong> America<br />
Value Added • • • • • •<br />
Opportunity • • • • • •<br />
Mezzan<strong>in</strong>e / Debt<br />
Turnaround / Distressed<br />
Infrastructure<br />
Fund of Funds<br />
<strong>Second</strong>ary Fund Interests<br />
Other<br />
INVESTMENT OPPORTUNITIES<br />
Future Bite Size<br />
Future Number of GPs to Invest with<br />
Approx. Future Capital to be Invested<br />
Approx. Number of Funds Commit to <strong>in</strong> Future 10<br />
Amount to be <strong>in</strong>vested is open-ended<br />
Directs<br />
<strong>Second</strong>ary Directs<br />
Debut / First Time Funds<br />
Co-<strong>in</strong>vestments<br />
SECTORS<br />
Leisure<br />
Retail<br />
Industrial<br />
Office<br />
Residential<br />
Hotels<br />
Warehouse/Logistics<br />
Diversified or no Sector Preference<br />
Other<br />
•<br />
•<br />
•<br />
•<br />
•<br />
•<br />
•<br />
•<br />
•<br />
FORTIS INVESTMENTS<br />
HEAD OFFICE<br />
14, Avenue de l'Astronomie<br />
1210<br />
Brussels<br />
Belgium<br />
Tel: +32 2 274 84 66<br />
Fax: +32 2 274 82 32<br />
www.fortis<strong>in</strong>vestments.com<br />
ASSETS / FUNDS UNDER MANAGEMENT<br />
EUR 125 billion (as of 31 March <strong>2007</strong>)<br />
ALLOCATION TO ALTERNATIVES<br />
ALLOCATION TO REAL ESTATE<br />
AMOUNT ALLOCATED TO REAL ESTATE<br />
ALLOCATION TO PRIVATE REAL ESTATE<br />
(As a percentage of real estate)<br />
YEAR FIRST INVESTED IN PRIVATE REAL ESTATE<br />
ADVISORS<br />
CONTACTS<br />
Mr. Bart Coenraads<br />
Chief Investment Officer<br />
Tel: +31 20 52 75 132<br />
bart.coenraads@fortis<strong>in</strong>vestments.com<br />
Brussels, Belgium<br />
Mr. Xavier Timmermans<br />
Head of Real Estate<br />
Tel: +32 2 274 84 26<br />
xavier.timmermans@fortis<strong>in</strong>vestments.com<br />
Brussels, Belgium<br />
BACKGROUND<br />
Fortis Investments is the <strong>in</strong>dependent asset management company of Fortis Group, with 20 <strong>in</strong>vestment centres across Europe, Asia and the US. It deals<br />
with a multitude of f<strong>in</strong>ancial products. It also provides fund management services to its <strong>in</strong>stitutional and wholesale retail clients. As of March <strong>2007</strong>, it<br />
had EUR 125 billion of assets under management, and has more than 900 employees worldwide. Its activities range from <strong>in</strong>stitutional portfolio<br />
management to the orig<strong>in</strong>ation and distribution of mutual funds with core markets <strong>in</strong> the Benelux and France.<br />
Fortis Investments has <strong>in</strong>vested <strong>in</strong>to core to core-plus private real estate fund types. The ma<strong>in</strong> sectors of focus are: retail, offices, residential,<br />
warehous<strong>in</strong>g/logistics and other sectors.<br />
The Global Directory of Investors <strong>in</strong> Private Real Estate Funds – <strong>Second</strong> Edition<br />
112<br />
© <strong>2007</strong> <strong>PEI</strong> <strong>Media</strong> <strong>Ltd</strong>.
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