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June 22, 2021

UBS in tie-up with Invesco to offer real estate investment mandate for wealthy clients

By Verdict Staff

UBS Global Wealth Management has joined forces with Invesco’s real estate investment business to roll out a global real estate investment mandate for its wealth management clients.

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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

The new offering will allow UBS clients in Switzerland and other select markets in Europe and Asia to invest in Invesco’s real estate strategies, certain co-investments, or direct real estate investments, globally.

The partnership will enable the company’s private clients to benefit from exposure to institutional-quality global real estate across sectors and geographies.

Launched to cater to growing demand from clients for income-producing strategies with a constant return profile, the offering will invest majorly in Invesco’s direct real estate strategies.

Additionally, it will invest in real estate securities for liquidity, and select co-investments or direct investments.

UBS Global Wealth Management head of global investment management Bruno Marxer said that the partnership will allow its clients ‘to gain exposure to unique and attractive investment ideas in tune with pivotal market trends’.

Invesco president and CEO Marty Flanagan added that the offering has been structured specifically for UBS and its clients with a view to delivering a stable, attractive level of income over the long term.

Invesco, which has over 580 real estate professionals globally, holds $63.6bn in direct real estate and $19.9bn in listed real estate.

The firm claims to be the only manager to have comparable strategies across the US, Europe, and Asia.

Invesco Real Estate Global CEO Scott Dennis said: “Invesco is one of the few firms that has a truly global real estate platform with experience investing through multiple market cycles across the full risk-return spectrum.

“We are excited for the partnership with UBS to deliver these established, proven strategies as investors continue to seek exposure to private real estate.”

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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