Real estate & private markets

UBS – your partner in real estate investment management

Delivering the best of our capabilities to you

UBS Asset Management's real estate business actively manages investments of approximately CHF 83 billion1 globally and regionally within Asia Pacific, Europe and the US, across the major real estate sectors, making it one of the largest real estate managers worldwide.

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

1 Asset under management stated on gross asset values basis, reflecting property values as at March 31, 2017. Includes assets managed by our joint venture with Mitsubishi Corporation, Japan 

2 As at March 31, 2017. Equity includes both invested and committed assets 

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.

Real estate research

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.