Founded in 2004, Heritage Properties Group is a leading European investor that targets small and medium sized real estate co-investment opportunities.
“Headquartered in Luxembourg, with offices in Paris, Dusseldorf and Lausanne, Heritage Properties Group has a team of 10 focused on generating superior risk adjusted returns.”
Our Focus
Drawing on over 10 years experience in property development between us, we have a proven track record of finding seemingly unattractive propositions, planning effective and marketable solutions and executing those plans. The result is previously under, performing assets being transformed into highly profitable ventures where both tenants and investors benefit.
“Heritage Properties Group currently has investments in European real estate valued in excess of €1.5 billion”
We co-invests in joint ventures with proven local operating partners. The firm has an established network of more than 30 existing joint venture partners and has transacted across the Switzerland and northern and western Europe in over 90 individual investments.
INVESTMENT
Heritage Properties Group’s business offers professional financial co-investment to support smart, aligned owner-managed property companies targeting small and medium sized transactions in northern and western Europe.
We primarily seek local operating partners that are capable of implementing change at the asset level by applying traditional property skills, such as refurbishment, development, planning improvement, change of use and active tenant management strategies.
70%
Real Estate
20%
Joint Venture Equity
10%
Venture Capital
Heritage Properties Group has extensive experience across all property sectors in a variety of value creation strategies. These include individual asset repositioning, ground up development; gap funding; distressed asset acquisitions; planning plays; platform trades; and recovery capital for stressed capital structures.
“The overall investment objective is to generate an exposure to small to medium sized European real estate assets with active asset management potential, in order to deliver outsized, risk adjusted rates of return and to achieve long term capital growth without any significant risk concentrations.”
Get Involved
Heritage Properties Group seeks to build long term relationships with its investors. This can only be achieved by maintaining a disciplined approach to investing and keeping to the core objectives of the firm « D.C.A.T Philosophy ». For detailed information, please get in touch.