E · 090 — Services

Real Estate

A pan-European, diversified approach to direct real estate investment — across office, residential, logistics and industrial sectors.

Overview

HELMS invests, partners and works closely with a variety of multi-strategy and multi-asset class institutional investors, family offices and UHNW clients. We actively take on customised and tailored advisory, semi-discretionary and discretionary mandates to allocate and invest in real estate across sectors.

We take a genuinely diversified approach to direct real estate investment, investing in real assets across the property spectrum, with a focus on office, multi-family/residential, logistics and industrial sectors. HELMS and its capital partners are predominantly pan-European focused, targeting primary and secondary locations across the major, stable and deep markets of western Europe — Germany, the Netherlands, France, Switzerland and the United Kingdom — while also seeking tactical opportunities in the United States.

We may invest, advise, structure, proactively manage or co-invest into real estate strategically as economic and market conditions change — not only to maximise investor returns, but also to drive, create and inspire positive environmental and social impact, both locally and globally, through our investments.

Investment Philosophy

Our investment philosophy on real estate is simple: to take on as little downside risk as possible in pursuit of the targeted returns agreed with our clients and investors. When we do take on higher risk — which we believe is necessary to be proactive and productive in investing capital — the objective is to ensure we maximise the benefits of absolute returns.

Investment Strategies

  • Core / Core-Plus
  • Value Add
  • Opportunistic

We are intensely focused on the risk/return profile of every investment, driven by extensive research, fundamentals and due diligence — a focus and attention we believe is directly responsible for the firm’s track record of helping clients allocate capital to strategic investment opportunities, combining low volatility with high absolute returns, across several market cycles and years to date.

Portfolio Approach

HELMS builds and manages diversified portfolios of property investments that offer stable, strong and consistent income streams — hedged, and rising in line with inflation over the medium to long term — alongside capital gain value that likewise grows over time. This provides diversification benefits to our investors and clients, given its relatively low correlation with other traditional asset classes, and helps cushion clients against market and business-cycle volatility.

The type of real estate investments we consider include:

  • Office
  • Industrial
  • Residential
  • Hospitality
  • Retail
  • Logistics

Have a real estate investment proposal for consideration? Get in touch to discuss our acquisition requirements and profile.

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