IVL1L Invalda

New INVL Asset Management fund will invest in funds managed by Brookfield Asset Management, one of the world’s largest real estate management companies

New INVL Asset Management fund will invest in funds managed by Brookfield Asset Management, one of the world’s largest real estate management companies

INVL Asset Management, the leading Baltic alternative asset manager, has established a new fund of funds intended for informed investors which will invest in funds of Brookfield Asset Management. These funds, managed by one of the world’s largest real estate management companies, currently manage more than USD 7.9 billion of assets in the United States and Western Europe.

“We’re the only fund in the Baltics offering local informed investors the exceptional opportunity to put money into funds managed by some of the world’s largest and most experienced real estate managers. For local investors who like to invest in real estate, this is also a chance to diversify their investments geographically,” says Paulius Žurauskas, CEO of INVL Asset Management, which launched the new INVL Partner Global Real Estate Fund I.

INVL Partner Global Real Estate Fund I will directly invest in the Brookfield Asset Management funds which invest  the capital raised from their investors into commercial and residential properties in major cities in the US and Europe that meet the requirements of the core plus investment strategy, and that offer stable income and consistent value growth.

NYSE-listed Brookfield Asset Management together with its subsidiaries had assets under management of over USD 850 billion at the start of 2024. That includes USD 272 billion of real estate under management, ranking the company third in the world for total real estate assets. The Brookfield Group employs about 1,000 professionals who work directly with investments, including about 290 dedicated solely to real estate investments.

According to Mr. Žurauskas, in managing the INVL Partner Global Real Estate Fund I, INVL Asset Management will evaluate funds managed by other global real estate fund managers as well and will also invest the resources of the open-ended fund of funds in other funds with similar strategies that invest in the US.

The launch of the INVL Partner Global Real Estate Fund I also marks the start of the distribution of its units. The INVL Family Office is distributing the fund’s units in Lithuania and plans to later distribute them to investors in Latvia and Estonia as well. The minimum investment amount is USD 145,000. The duration of the fund is unlimited. The INVL Partner Global Real Estate Fund I targets an average annual net return of 10%.

INVL Asset Management’s new INVL Partner Global Real Estate Fund I open-ended fund for informed investors began its activities after the Bank of Lithuania approved the fund’s rules.

The person authorized to provide additional information is:

Paulius Žurauskas, CEO of INVL Asset Management

 



EN
18/01/2024

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Invalda

 PRESS RELEASE

INVL Renewable Energy Fund I repaid a EUR 17.5 million loan to Cordian...

INVL Renewable Energy Fund I repaid a EUR 17.5 million loan to Cordiant Capital ahead of schedule REFI Solar, a company of INVL Renewable Energy Fund I – an investment fund focusing on renewable energy projects and managed by INVL Asset Management, a leading alternative asset management group in the Baltics – has repaid in full a EUR 17.5 million loan to the global investment management firm Cordiant Capital nearly six months ahead of the original maturity date. The loan from Cordiant Capital was used to expand the capacity of solar parks under development in Poland and Romania, with a tot...

 PRESS RELEASE

„INVL Renewable Energy Fund I“ anksčiau laiko grąžino 17,5 mln. eurų p...

„INVL Renewable Energy Fund I“ anksčiau laiko grąžino 17,5 mln. eurų paskolą „Cordiant Capital“ Pirmaujančios alternatyvaus turto valdytojos Baltijos šalyse „INVL Asset Management“ į atsinaujinančios energetikos projektus investuojančio fondo „INVL Renewable Energy Fund I“ įmonė „REFI Solar“ beveik pusmečiu anksčiau numatyto termino grąžino 17,5 mln. eurų paskolą pasaulinei  investicijų valdymo bendrovei „Cordiant Capital“. „Cordiant Capital“ paskolos lėšomis buvo plečiami Lenkijoje ir Rumunijoje vystomų saulės parkų pajėgumai, kurių bendra galia siekia 389 megavatus (MW). Gautos lėšos lei...

 PRESS RELEASE

INVL Partner Global Real Estate Fund I raises an additional USD 1.85 m...

INVL Partner Global Real Estate Fund I raises an additional USD 1.85 million from investors INVL Partner Global Real Estate Fund I, an open-ended fund for informed investors managed by the leading Baltic alternative asset manager INVL Asset Management, has raised an additional USD 1.85 million from investors. “The U.S. real estate market remains attractive for investors seeking diversification beyond Europe. The successful completion of the fifth placement round demonstrates that our clients appreciate the opportunity to invest alongside top-tier players such as Brookfield and Hines, who h...

 PRESS RELEASE

„INVL Partner Global Real Estate Fund I“ iš investuotojų pritraukė pap...

„INVL Partner Global Real Estate Fund I“ iš investuotojų pritraukė papildomus 1,85 mln. JAV dolerių Baltijos šalyse pirmaujančios alternatyvaus turto valdytojos „INVL Asset Management“ atvirojo tipo informuotiesiems investuotojams skirtas fondas „INVL Partner Global Real Estate Fund I“ iš investuotojų papildomai pritraukė 1,85 mln. JAV dolerių. „JAV nekilnojamojo turto rinka išlieka patraukli investuotojams, siekiantiems diversifikacijos už Europos ribų. Sėkmingai užbaigtas penktasis platinimo etapas rodo, kad mūsų klientai vertina galimybę investuoti kartu su aukščiausios lygos žaidėjais,...

 PRESS RELEASE

INVL Baltic Sea Growth Fund exits MBL as MidEuropa acquires majority s...

INVL Baltic Sea Growth Fund exits MBL as MidEuropa acquires majority stake The INVL Baltic Sea Growth Fund, the leading private equity fund in the Baltics, has sold its entire stake in the MBL Group to the private equity investor MidEuropa. MBL is a leading European contract development and manufacturing organisation (CDMO) for assisted mobility, rehabilitation and aged-care equipment. The founding Lauritsen family has reinvested a significant amount, and Martin Lauritsen will continue to lead the company as CEO, the transaction participants announced. The exit, the second for the INVL Balt...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch