Brix Sumagaysay’s Post

𝗧𝗵𝗲 𝗣𝗘𝗥𝗘 𝟮𝟬𝟬 𝗿𝗮𝗻𝗸𝗶𝗻𝗴 𝗶𝘀 𝗼𝘂𝘁 𝗻𝗼𝘄! Who are the top real estate private equity firms? Find out with PERE’s ranking of the biggest private equity real estate firms in the world. The top 100 largest #capitalraisers in the private real estate industry have collected an aggregate $699.7 billion from #investors for closed-end value-add and opportunistic funds in the past five years. On the surface, that is a significant amount – especially given those five years encompassed a global pandemic and its tumultuous aftermath, multiple geopolitical conflicts, a historic interest rate hiking cycle and major national political elections. Through all of this, real estate retained a valued place in institutional investors’ portfolios. Take a look at the ranking here 👇 https://okt.to/p7DdYl #realestate #realestateinvestment #privaterealestate #institutionalinvestors #capitalraisers

Private real estate’s largest managers are maximizing their chances of fundraising success during a challenging market environment. The 100 largest capital raisers in the private real estate industry have collected an aggregate $699.7 billion from investors for closed-end value-add and opportunistic funds in the past five years. On the surface, that is a significant amount – especially given those five years encompassed a global pandemic and its tumultuous aftermath, multiple geopolitical conflicts, a historic interest rate hiking cycle and major national political elections. Through all of this, real estate retained a valued place in institutional investors’ portfolios. https://lnkd.in/gZZkezPe

With private real estate fundraising still stuck in the doldrums, it is not easy to look at the bright side. But one silver lining has emerged in this bleak capital-raising environment: investors are still willing to take chances on new manager relationships. While fewer institutions are willing to take new manager risks than they did a year ago, a still-sizable proportion of private real estate investors are doing the same. Read on to find out more: https://lnkd.in/gpa-f3ep

To mark our 15th anniversary, we’ve put together a short video with some of our top highlights over the last 15 years... Below are just some examples of our top Barwood moments! In 2012, Barwood launched its first Regional Property Growth Fund, and has now reached its fifth fund in the Growth Fund series, targeting underperforming and/or undermanaged sites, and creating value through pro-active asset and development management. Its latest Growth Fund V closed in January 2024 at £48.1m. In 2018, Barwood launched its innovative Residential Investment Platform (BRIP). Barwood has just raised £3.1m for BRIP 11, making the total raised to date for the platform over £50m. In 2018, Barwood partnered with Perseus, for access to the care home sector for its Growth Funds. Since then, Growth Funds III, IV and V have acquired 11 sites, committing £20m of equity over the last six years, with onward sales to operators, delivering between 65-75 beds each. In 2020, Barwood’s Impact Committee was created to lead the company’s ambition to be a leader in sustainable development and asset management. Barwood’s first Impact Report was published, and it calculated its baseline year for Carbon Emissions in 2024. In 2021, Barwood formed BCCIM, a JV with Caisson iO to aggregate a portfolio of UK Multi-Let Industrial Estates, managing these under our Urban Industrial Income LP (UII), a portfolio of six estates, and more recently the forming of the UK Regional Industrial LP (UKRI), a portfolio of eight estates, taking our total AUM of multi-let industrial to over £100m. In 2022, Barwood partnered with Invesco Real Estate to create a £300m portfolio of urban/last mile high institutional quality industrial and logistics warehouses across the UK. The latest acquisition was 500,000 sq ft of logistics facilities in Birmingham. To find out more about the projects we invest in, visit:https://lnkd.in/e5-nyz4k #PropertyInvestment #BusinessGrowth #Anniversary

Artemis is proud to be ranked in the #Top50 of the 2024 edition of the PERE 100 rankings, which recognize the largest private real estate companies across the globe.   None of this would be possible without our dedicated team and the continued support of our investors. We are grateful for the trust they place in us and the opportunity to perform on their behalf.   The full list is available here: https://lnkd.in/gXqtjE8r   #PERE100 #RealEstate   *PERE, a global private real estate market publication, recognizes the largest firms in the industry through their 100/200 rankings. Firms are ranked based on the amount of private real estate direct investment capital raised by firms for funds closed between January 1, 2019 and December 31, 2023, as well as for funds that were in the market at the end of the counting period. Only value-add and opportunistic vehicles are considered. Information used for the rankings is received directly from firms or through PERE’s research. Such recognitions and awards are not an indication of support for Artemis or its investment professionals.

Why GP stakes resonate with family offices Anecdata from PEI suggests family offices are supporters of GP stake investing. Link below ⬇ This is due to the following attributes of this emerging asset class: 1️⃣ Long time horizons: Before GP staking had reached its current profile, firms like GBL, Bregal Investments and Tetragon Financial Group Limited were building portfolios of internally seeded asset managers - many still hold their original stakes in some of those firms today - 15+ years after the initial investments were made 2️⃣ Greater access to underlying deal flow: Less discussed generally and less relevant at the large-cap end of the GP stake ecosystem, but staking via firms like Grafine Partners can provide family offices with access to deal flow and funds that they may otherwise be precluded from investing in due to size or lack of access. 3️⃣ Influence: For family office principals, particularly with pedigree from large prior firms, staking provides the opportunity to work again in partnership to build a new generation of alternatives firms. Certainly a dynamic I see on the seeding side. #gpstaking #privateequity #emergingmanagers #alternatives #fundraising https://lnkd.in/evyKKSF4

Last year witnessed a staggering shake-up in the real estate investment world, especially for nontraded REITs. These juggernauts, once a beacon of success from 2019 to 2022, faced an unexpected nosedive. Fundraising plummeted to a mere $9.8 billion through November, a drastic fall from the soaring $33.2 billion in 2022. 📊 Investor redemptions hit an all-time high, reaching a shocking $17.4 billion - outstripping the entire previous year's total! 🏢💸 This has ignited intense debates over the true value of properties in these funds. The net asset value of all nontraded REITs tumbled from $110 billion to $96 billion, raising eyebrows over market reality reflections. 🤔 Despite these turbulent times, there's a glimmer of hope as the gap between inflows and outflows begins to close, signaling a potential turnaround. 🌤️ https://lnkd.in/ecXJQSZw #RealEstateInvestment #REITs #MarketShock #CommercialRealEstate #development #realestate #realestatefinance #fund #highyield #debtfund #banking

“Investors are cherry-picking what they like and what they think will do well out of this repricing, and sector specialists will be the beneficiaries of that,” says James Jacobs head of real assets advisory at capital advisor Lazard. “It’s not that the mega-funds don’t play in those sectors, but investors might want to just augment their exposure.” Among sector-specific funds closed in 2023, 73% reached or exceeded their target size, compared with 64% of diversified funds. It seems there is clear appetite for sector-specific exposure and in terms of net lease investments we continue to see new sector-specific vehicles driving transactions. Source: PERE #netlease #CRE #fundraising

𝗗𝗼𝗻'𝘁 𝗹𝗲𝘁 𝗱𝗼𝘂𝗯𝘁 𝗵𝗼𝗹𝗱 𝘆𝗼𝘂 𝗯𝗮𝗰𝗸 – 𝗰𝗼𝗻𝗾𝘂𝗲𝗿 𝘁𝗵𝗲 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 𝗼𝗳 𝘀𝗲𝗰𝘂𝗿𝗶𝗻𝗴 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗵𝗼𝘁𝗲𝗹 𝗼𝗿 𝗺𝘂𝗹𝘁𝗶𝗳𝗮𝗺𝗶𝗹𝘆 𝗱𝗿𝗲𝗮𝗺! 🚀💼 When I was getting started, the thought of raising a big chunk of capital felt huge. But here’s the thing: it’s all about building trust, offering real value, and having a solid game plan. Here’s how I raised capital for my first deal: 1️⃣ 𝗕𝘂𝗶𝗹𝗱 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 𝗘𝗮𝗿𝗹𝘆 Don’t wait until you have a deal lined up to start talking to potential investors. Networking is key. I focused on building genuine connections long before I needed the funds. By the time I had a deal, people already knew and trusted me. 2️⃣ 𝗣𝗿𝗲𝘀𝗲𝗻𝘁 𝘁𝗵𝗲 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗖𝗹𝗲𝗮𝗿𝗹𝘆 Investors want to know where their money’s going and how it’s going to grow. I made sure to explain the deal in a way that made sense—covering the returns, timelines, and most importantly, how I planned to manage risk. Being open and clear is super important. 3️⃣ 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 As a first-timer, I teamed up with experienced partners who had a track record in hotels and multifamily. This gave my investors more confidence and helped ease any concerns. They knew I wasn’t flying solo. 4️⃣ 𝗕𝗲 𝗣𝗲𝗿𝘀𝗶𝘀𝘁𝗲𝗻𝘁 (𝗕𝘂𝘁 𝗣𝗮𝘁𝗶𝗲𝗻𝘁) Raising capital takes time! Not every conversation will lead to an investment, and that’s okay. Stay consistent, keep offering value, and the right people will come on board. At the end of the day, it’s about creating win-win situations. When investors feel good about the deal and trust you, they’re way more likely to invest. 𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗼𝗻 𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗱𝗲𝗮𝗹, 𝗹𝗲𝘁’𝘀 𝗰𝗵𝗮𝘁! 𝗗𝗿𝗼𝗽 𝘆𝗼𝘂𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝗯𝗲𝗹𝗼𝘄 𝗼𝗿 𝘀𝗵𝗼𝗼𝘁 𝗺𝗲 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲. 💪 #RealEstateInvesting #MultifamilyInvesting #HotelInvesting #RaisingCapital #InvestingJourney #FinancialFreedom

𝗗𝗼𝗻'𝘁 𝗹𝗲𝘁 𝗱𝗼𝘂𝗯𝘁 𝗵𝗼𝗹𝗱 𝘆𝗼𝘂 𝗯𝗮𝗰𝗸 – 𝗰𝗼𝗻𝗾𝘂𝗲𝗿 𝘁𝗵𝗲 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 𝗼𝗳 𝘀𝗲𝗰𝘂𝗿𝗶𝗻𝗴 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗵𝗼𝘁𝗲𝗹 𝗼𝗿 𝗺𝘂𝗹𝘁𝗶𝗳𝗮𝗺𝗶𝗹𝘆 𝗱𝗿𝗲𝗮𝗺! 🚀💼 When I was getting started, the thought of raising a big chunk of capital felt huge. But here’s the thing: it’s all about building trust, offering real value, and having a solid game plan. Here’s how I raised capital for my first deal: 1️⃣ 𝗕𝘂𝗶𝗹𝗱 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 𝗘𝗮𝗿𝗹𝘆 Don’t wait until you have a deal lined up to start talking to potential investors. Networking is key. I focused on building genuine connections long before I needed the funds. By the time I had a deal, people already knew and trusted me. 2️⃣ 𝗣𝗿𝗲𝘀𝗲𝗻𝘁 𝘁𝗵𝗲 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗖𝗹𝗲𝗮𝗿𝗹𝘆 Investors want to know where their money’s going and how it’s going to grow. I made sure to explain the deal in a way that made sense—covering the returns, timelines, and most importantly, how I planned to manage risk. Being open and clear is super important. 3️⃣ 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 As a first-timer, I teamed up with experienced partners who had a track record in hotels and multifamily. This gave my investors more confidence and helped ease any concerns. They knew I wasn’t flying solo. 4️⃣ 𝗕𝗲 𝗣𝗲𝗿𝘀𝗶𝘀𝘁𝗲𝗻𝘁 (𝗕𝘂𝘁 𝗣𝗮𝘁𝗶𝗲𝗻𝘁) Raising capital takes time! Not every conversation will lead to an investment, and that’s okay. Stay consistent, keep offering value, and the right people will come on board. At the end of the day, it’s about creating win-win situations. When investors feel good about the deal and trust you, they’re way more likely to invest. 𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗼𝗻 𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗱𝗲𝗮𝗹, 𝗹𝗲𝘁’𝘀 𝗰𝗵𝗮𝘁! 𝗗𝗿𝗼𝗽 𝘆𝗼𝘂𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝗯𝗲𝗹𝗼𝘄 𝗼𝗿 𝘀𝗵𝗼𝗼𝘁 𝗺𝗲 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲. 💪 #RealEstateInvesting #MultifamilyInvesting #HotelInvesting #RaisingCapital #InvestingJourney #FinancialFreedom