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Targeted services across the life of an asset

Bess Realty Group provides targeted real estate investment and advisory services across the life of an asset, from first appraisal and capital commitment of a potential acquisition through to the long-range stewardship of held assets. Our involvement is most useful where capital is at risk and a property decision cannot be left to routine process.

Adviser reviewing property documents at a deskOur services
How we intervene

Organised around the inflection points of an asset

Real estate moves through distinct stages from acquisition to exit. Questions arise at different points: when to enter, how far to commit, how to manage, and when to reconsider a position.

1

Principal & co-investment

Selected real estate opportunities, on a principal basis or alongside partners.

2

Investment advisory

Judging whether and how to commit to a prospective position.

3

Market research

Sharper local understanding where the decision demands it.

4

Asset management

Concentrating on the quality of ownership once capital is committed.

5

Technology & data

Systems that sharpen oversight and day-to-day performance.

Each mandate draws on some or all of these areas, depending on what the situation demands.

What each mandate can include

Investing capital alongside our clients

In selected situations, we participate as an investor, either on a principal basis or alongside aligned partners. We focus on assets where we can underwrite a clear improvement in income quality and risk profile, together with a stronger position for the asset over time.

Our role may range from originating the opportunity and structuring the investment to contributing to the asset plan over the life of the holding.

Where it adds value

This strand of work is relevant where investors value a partner who is prepared to commit capital on aligned terms and apply the same scrutiny to their own investments as to advisory mandates.

  • Sourcing and evaluating investments for principal and co-investment
  • Structuring and negotiating investment terms with counterparties
  • Alignment of interests between operating partners and capital
  • Capital deployment planning and pacing across opportunities
  • Participation in investment and asset management committees