Tactical Real Estate Opportunities
Where are you seeing opportunity in real estate markets?
For professional clients/qualified investors only
For professional clients/qualified investors only
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Read our latest White Paper: On the lookout for where to go – Higher return opportunities in real estate
Disclaimer
Disclaimer
UBS Fund Management (Luxembourg) S.A. is authorized and supervised by the Luxembourg financial supervisory authority, the Commission de Surveillance du Secteur Financier (CSSF AIFM license nr. A118) ("UBS FML"). This video and any accompanying materials (including this video) (the “Video”) is a financial promotion and has been approved by UBS FML. This video is intended solely for the attention of investment professionals, qualified institutional clients, sophisticated investors and certain other qualified or accredited potential investors. This video is confidential and no part of it may be used, copied, reproduced, distributed or otherwise passed on without the written permission of UBS FML. This Video is supplied with a reasonable expectation that it will not be made public. If you receive a request under the Freedom of Information Act 2000 for information obtained from UBS FML, we ask that you consult with us. We also request that any information obtained from UBS FML in your possession is destroyed as soon as it is no longer required.
The information contained in this video is for discussion purposes only and does not contain all of the information that potential investors should consider before deciding whether or not to invest. All potential investors should read the Tactical Real Estate Opportunities (TREO) prospectus, articles of association and subscription documentation (together, the “Offering Materials”) carefully before investing.
This video: (i) is not a legal contract between you and UBS FML; and (ii) does not constitute an offer to sell or a solicitation of an offer to buy any investment, financial instruments or services. Offers or solicitations will be made, at UBS FML’s discretion, to qualified investors by means of the Fund’s definitive Offering Materials, and nothing contained herein shall limit or amend the terms of any such offering.
Any statements made regarding investment performance, objectives, and risk/return targets shall not constitute a representation or warranty that such objectives or expectations will be achieved. Any data/figures used in this video shall not be construed as indicative yields or returns of the Fund. Investors should be aware that past performance of the Fund and/or UBS FML is not a guide to future performance. All investments involve risk including the risk of loss of some or all of your investment. There is a significant risk of losing all monies invested. An investment in the Fund may not be suitable for all investors.
The information used to produce this video (including the opinions contained herein) has been obtained from sources believed to be reliable. However, UBS FML does not accept responsibility for or warrant the accuracy, reasonableness and/or completeness of such information. All such information and opinions may no longer be current and are subject to change without notice. In particular, the investment strategies mentioned in this video may or may not be in existence yet. Accordingly the strategies outlined here may be varied before the Offering Materials are finalized. A number of the comments in this video are based on current expectations and are considered “forward-looking” statements.
Actual future results, however, may be different from expectations. This video does not constitute views investment research and accordingly has not been prepared in accordance with the CSSF requirements.
This video does not constitute investment advice or a personal recommendation. You should consult an appropriately qualified adviser as to the financial, legal and tax implications for you of investing in the Fund.
UBS FML, its related companies or its clients may from time to time have long or short positions in, buy or sell securities or related securities referred to in this video. With investment in real estate (via direct investment, closed-end funds and or open-ended funds), the underlying assets are very illiquid. In certain circumstances, distributions might be delayed if an investment is not readily saleable and there is insufficient cash within the Fund’s portfolio. For Fund specific risk factors and more details, please read the Offering Materials. Source for all data and charts (if not indicated otherwise): UBS FML or one of the Fund’s portfolio companies. © Copyright UBS 2021. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. Telephone calls may be recorded. UBS FML is the Alternative Investment Fund Manager of the Fund for the purposes of the Alternative Investment Fund Managers Directive (Directive (2011/61/EU), the “AIFMD”). As at the date of this video, the Fund has been notified, registered or approved (as the case may be and howsoever described) in accordance with the local law/regulations implementing the AIFMD for marketing to professional investors into the following member state(s) of the EEA: Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden and the UK. In relation to each member state of the EEA (each a “Member State”) which has implemented the AIFMD, this video may only be distributed, and Shares in the Fund may only be offered or placed, in a Member State to the extent that: (i) the Fund is permitted to be marketed to professional investors in the relevant Member State (as implemented in the local law/regulation of that Member State); or (ii) this video may otherwise be lawfully distributed and/or the Shares in the Fund may otherwise be lawfully offered or placed in that Member State (including at the initiative of the investor). In relation to each Member State of the EEA which, at the date of this video, has not implemented the AIFMD, this video may only be distributed, and Shares in the Fund may only be offered or placed, to the extent that this Video may be lawfully distributed and the Shares in the Fund may be lawfully offered or placed in that Member State.
United States: Services to U.S. persons are provided by UBS Asset Management (Americas) Inc. ("Americas"). UBS Americas is registered as an investment adviser with the US Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. From time to time, Americas non-US affiliates in the Asset Management Division who are not registered with the SEC ("Participating Affiliates") provide investment advisory services to Americas' U.S. clients. Securities are distributed to US investors through UBS Asset Management (US) inc, (main office 1285 Avenue of the Americas, New York, NY 10019) member of FINRA. UBS Asset Management (US) inc. is a wholly-owned indirect subsidiaries of UBS Group AG. To be offered to US investors, any Fund would need to comply with the Volcker Rule and other US regulatory requirements
This video has been approved for AU, AT, BE, CA, CH, DE, DK, ES, FI, FR, IE, IT, JP, HK, KR, LU, MY, NL, PHL, PT, SG, THA, UK, US
© UBS 2021. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved.
