Real Estate Funds

Opening A Door To Both Local And Global Real Estate Opportunities

"Family Office Investment Real Estate | Mumbai | SmartAsset Partners"A venture of the SmartAsset Partners Group, SAP Alternative Investment Advisors (SAP AIA) is an independent Mumbai based real estate investment advisory firm that provides advice on real estate dedicated funds

Family businesses are widely regarded as the engine of the global economy, but to be sustainable they have to constantly balance the needs of family and business. Whatever your business challenges, our family business team will provide you with bespoke advice and support

It is the blend of vision, experience, teamwork and performance that underpins everything we do. This is the set of values that defines us. The investment philosophy that inspires us to bring value to our select institutional and family business investors. It’s something that’s deep in our DNA. We call it our “Real Estate of Mind”

This philosophy, and the execution in pursuit of excellence, that follows, has helped us to establish and maintain superior relationships across a broad range of Asian property markets

"Real Estate Consultants | Mumbai | SmartAsset Partners"By identifying and partnering with major pension funds, private equity real estate managers, sovereign wealth funds, alternative asset firms and offshore real estate funds we can often uncover compelling opportunities to invest

It is a source of enormous pride to us that seventy percent of our family business clients are repeat investors in several of our investment advisory partnerships. They appreciate the value of our Real Estate of Mind

SmartAsset Partners Property Investment Advisors

An Introduction

We are a company with extensive investment and asset management expertise, backed by a strong research focus and collective experience of more than a decade. We bring you cutting-edge professional expertise on mortgage finance, diversified real estate funds, hard assets and offshore funds which helps to develop your real estate portfolio

"Alternative Investment Real Estate | Mumbai | SmartAsset Partners"The Investment Strategy

At SAP AIA, research and risk evaluation is the backbone of our real estate investment opportunities delivered by carefully selected sector experts. We advise into real estate funds keeping a long term goal in mind, while focusing on absolute returns rather than relative ones. We help you make decisions and invest in the appropriate real estate funds that benefit you in the long run

The investment objective is to endeavor to achieve superior risk adjusted returns over the long term for the client by investing in the most astute real estate funds which follow due diligence on fundamental elements of investments i.e real estate developments companies, engaging in developing, constructing, owning, asset managing and operating real estate assets and related infrastructure opportunities

Risk mitigation is paramount for us hence we look at risk adjusted returns then the absolute returns being offered by the funds. While advising on real estate funds we evaluate the investment theme on four quadrant policy which involves getting all parameters right namely “Promoter”, “Location”, “Product”, and “Deals”

  • Promoter

Promoters of the Real Estate Funds with established performance track record with local and relevant experience, domain expertise in different areas such as commercial or real estate, especially of time exits from projects

Emphasis on Real Estate Funds that ensure sufficient skin in the game is maintained on the part of developers

Informal market feedback on the developers from Banks, PE funds and other financial institutions

  • Product

Our Alternative Investment Advisory Group looks upon the Right Product for the Right Market at the Right Price is being offered by the real estate funds

The funds investment rationale should be based on project cash flows and not on asset valuations

Most importantly to evaluate whether the funds closely monitor the technical and financial progress of the project

  • Location

Focus on real estate funds that diversify their investments on top 7 cities of India

Extensively covered Mumbai, Bangalore, NCR and Pune which have witnessed significant migration and hence growth

Real estate funds that incorporate Micro-market analysis of the market to understand demand and supply in the vicinity

  • Deal

Evaluating real estate funds that follow rigorous title, technical and financial due diligence

Preference being towards real estate funds that focus on special purpose vehicle level investments

Most importantly funds that stay focused upon Exit oriented structures – Put / Call and Buy-back option. Exit options should be evaluated with the following in mind ‘Clients buy for their reasons, not yours’

Our qualified and insightful team would prioritise upon real estate funds that have security by charge on the underlying land or project and / or receivables from project and / or collateral security

"Corporate Finance Loans | Mumbai | SmartAsset Partners"The SAP Advantage

  • Deal Sourcing

Strong deal sourcing network built through vast cumulative experience in the RE sector thereon bridging the gap between the investors and real estate funds

Proactive generation of deal-flow across options in RE funds and hard assets through in-house sources

  • Deal Evaluation

Exhaustive legal, technical and commercial due diligence of RE funds

Investment of significant time and energy to understand real estate investment opportunities across multiple onshore and offshore real estate fund options

  • Structuring

Strategic tie-ups with RE funds that emphasises on acquiring majority controlling stakes in Special Purpose Vehicle (SPV)

In-house evaluation of RE funds that stay focused on executing pure equity transactions, ensuring better returns and risk management

  • Post Investment

Emphasis on RE funds active participation rather than simple monitoring of projects

Most importantly short listing RE funds imparting best practices to partners, helping them build scalable models

  • Exit Strategies

SAP Alternative Investment Advisory team strives to evaluate RE funds that stay focused in formulating clear exit strategies from projects at the time of investment and to examine funds that have made successful exits from projects in the past offering returns on investment

Leveraging our team’s expertise in short listing RE funds adhering to and ensuring strong transparency, governance and reporting norms

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"Real Estate, Corporate Relocation, Property Management, Family Office, Loan Advisory | Mumbai | SmartAsset Partners"