Our investment themes
We focus the following types of assets:
GROWTH FOCUS – Growth city focus with strong underlying economic and demographic fundamentals
MODERNISATION & MANAGEMENT NEEDS – Older, typically rent-controlled apartments in need of modernisation, under-managed assets
SELECTIVE NEW BUILD – Selective new build projects and conversion schemes with well-reputed local development partners
NO ZONING RISK – No zoning or construction risk
GOOD CONNECTIONS – Properties close to major traffic hubs providing connections to cities, ports, airports, and transportation corridors
ESTABLISHED MARKETS – Established logistics submarkets
MODERN SPECIFICATIONS – Modern building specifications (e.g. enabling cross-docking configuration and sufficient ceiling height to meet the demands of future logistics and e-commerce)
ATTRACTIVE TENANTS – Strong covenant tenants
OTHER – Existing properties, sale-and-leasebacks, and build to suit
MIS-MANAGED ASSETS – Mis-managed assets or distressed opportunities in the largest Nordic cities
NECESSITY-ANCHORED – Necessity-anchored with good proportion of leisure (incl. F&B)
VISIBILITY – High visibility and footfall
LOCATION – City centres and/or close proximity to public transportation or leisure hubs
LEISURE & BUSINESS – Growing Nordic travel and business destinations
FLEXIBLE LEASE STRUCTURE – Lease structures featuring both fully inflation linked minimum rent plus a turnover component
STRONG OPERATORS – Strong Nordic and international hotel operators
LONG-TERM PLANS – Properties that can be enhanced in co-operation with a long-term tenant
CONVERSION – Selective conversion opportunities
