Specialty Field UHNWI Private Investors
FLOS Capital has extensive and in-depth experience in the investment business with private UHNWI investors (Ultra High Net Worth Individuals). The implementation of efficient investment processes allows us to act with speed and to offer highly competitive pricing especially for off-market offerings. We serve non-discretionary and discretionary accounts with all investment management duties and achieve quick decisions together with a performance-oriented fee policy.
This experience, rooted in a long career record within the customized solutions unit of UBS WM&Global Real Estate, extends from tailor-made placements to segregated mandates and to syndications.
FLOS Capital also advises private clients on refinancing sourcing and closings as well as European investment strategies including ‘Sharia Compliance’ guidelines.
Investment Management
FLOS Capital is a skilled investment manager which spans all complementary investment capabilities and services: sourcing and execution of transactions, sourcing and closing of competitive financings/refinancings as well as the set-up and management of efficient off-shore and on-shore structures. We help our investors to succeed in securing attractive properties via off-market deals or very selective tenderings. We develop differentiated, best-in-class investment programs across sectors and geographies and generate deal flow by constantly screening the markets. FLOS Capital has a demonstrated ability to source proprietary, off-market deal flow.
The management has successfully closed over € 2bn of direct real estate acquisitions and sales throughout Europe and has a proven track record of large scale and complex asset and share deal execution. Single lot sizes range between € 30m and € 260m.
Asset Management
FLOS Capital establishes a business plan for each asset identifying a clear roadmap to enhance revenues, file proper documentation and build the optimal case for exit. Together with our affiliated firm and its local operating platform throughout Germany and Switzerland, we maximise value by proactively managing commercial real estate: we manage rental and service charge income and reconciliations, find tenants, negotiate terms and perform rent reviews on the ground and manage capital expenditure and repair programs, suppliers and utility service contracts.
Private Placements
In case of segregated accounts, FLOS Capital assists with advice in the implementation process of efficient investment structures that best fit the investor’s objectives and best navigates all surrounding legal and tax complexities. In case of private placements, we set-up club-deal and syndication schemes for two or more qualified investors, who will participate in a predefined investment strategy. These are investments into specific niche or ‘hidden-champion’ opportunities in exclusive cooperation with highly specialized management platforms where clients will jointly decide on acquisitions. By efficiently orchestrating professionals for legal, tax and business tasks in the creation of the structure, we aim to optimize the overall corporate set-up. FLOS Capital is not acting as legal or tax counsel.
Second Opinion
FLOS Capital also provides project-specific consultancy and analysis on existing management execution, valuations, liquidation of corporate properties and refinancing offers. Further niche capabilities extend also to project related advisory on general contracting and document drafting for construction assignments in the context of development or large scale refurbishment activities.