Real estate & private markets

UBS – your partner in real estate investment management

Global presence, local expertise

  • We have been investing in real estate for close to 75 years, having launched our first real estate fund as early as 1943
  • Today we employ around 500 professionals worldwide, servicing over 3,000 professional and institutional clients worldwide through our local offices in 15 countries
  • Local knowledge and experience enables us to understand the needs of clients and the regulatory environment in which they operate
  • We seek to deliver our full range of capabilities to clients, providing quality client servicing by combining local knowledge with our global network

Direct investing

  • We actively manage direct investments in the hotel, industrial, multi-family / residential, office and retail real estate sectors as well as in farmland in the US
  • These are offered on a global, regional and country basis and through open- and closed-end private funds, REITs, customized investment structures as well as individually managed accounts
  • The business invests in over 1,900 properties spread across 18 countries and 8 currencies, making us a truly global real estate investment manager

Indirect investing

  • The multi-manager business has significant presence in major regions, providing access to and management of unlisted real estate funds selected from a broad universe of managers
  • We currently manage CHF 9.0 billion2 in equity from around 500 clients
  • Our product offering ranges from core to opportunistic, from developed to emerging markets, and from customized segregated mandates to commingled funds
  • The indirect business is complemented by the Swiss Real Estate Securities team which was established some 17 years ago

Bringing our expertise to you

Global resources

We believe real estate is an intrinsically local asset class that requires on the ground knowledge and networks to provide superior investment opportunities. Global Real Estate is well positioned as one of the few providers in the industry that is truly globally diversified across North America, Europe and APAC, with local offices and real estate specialists in major financial centers across the globe.

Global Real Estate has the ability to offer clients not only seamless global investment opportunities but also industry leading risk management and portfolio services.

Research

Each regionally-based research team is integral to the investment process of that region with the heads of research sitting on fund investment committees and chairing fund strategy review meetings. Our Research & Strategy team acts as a sounding board for investment decisions and new products at an early stage, helping to drive and formulate views on the best way to achieve our clients' targets.

Global Services

Global Real Estate aims to provide clients with investment management products, services and above all solutions to meet their needs through our combination of investment expertise, risk management and local delivery. Discussions between clients and our teams are critical in determining the most suitable investment solutions and building strong relationships and partnerships.


Finding the answers you need – our investment approach

We have taken industry leading steps in governance, transparency and sustainability as a commitment to value creation for our clients over the medium to long-term.

A robust investment process

Investment decisions are taken by experienced professionals, drawing on the expertise of the broader investment team, and our acquisitions process allows us to rapidly execute deals and deploy client capital.

Transaction sourcing

Our global capabilities and extensive network differentiate us from our competitors and enable us to source investments on both an on- and off-market basis to provide our clients with access to the best opportunities possible.

Risk management

All investment decisions are made within the context of a rigorous risk management and control framework, comprising both qualitative and quantitative elements.


Canada Asset Management

Views and opinions expressed are presented for informational purposes only and are a reflection of UBS Asset Management’s best judgment at the time a report was compiled, and any obligation to update or alter forward-looking statement as a result of new information, future events, or otherwise is disclaimed. Commentary is provided at a macro level and is not with reference to any investment strategy, product or fund offered by UBS Asset Management and is provided in Canada generally pursuant to the registration exemption provided for in Section 8.25(2) of National Instrument 31-103 and in Ontario pursuant to Section 34 of the Securities Act (Ontario) and does not purport to be tailored to the needs of the person or company receiving the advice.. The information contained in the materials should not be considered a recommendation to purchase or sell any particular security. The materials and content provided will not constitute investment advice and should not be relied upon as the basis for investment decisions. As individual situations may differ, clients should seek independent professional tax, legal, accounting or other specialist advisors as to the legal and tax implication of investing. Plan fiduciaries should determine whether an investment program is prudent in light of a plan's own circumstances and overall portfolio. UBS Asset Management services offered to Canadian persons are provided by UBS Asset Management (Canada) Inc., a Nova Scotia corporation. UBS Asset Management (Canada) Inc. is an indirect wholly-owned subsidiary of UBS AG and is registered as a portfolio manager and exempt market dealer (in all provinces of Canada), commodity trading manager (Ontario), adviser – commodity futures (Manitoba) and investment fund manager (Ontario, Quebec and Newfoundland), all pursuant to Canadian securities law. Materials may include forward-looking statements. Actual future results, however, may prove to be different from expectations. Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.

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