Post de Edmond de Rothschild Asset Management

Taking into account the market environment, Real Estate Debt investments benefit from the current dislocations and provide an attractive investment proposition over the next few years.   According to market surveys, we observe that many investors are favouring higher return debt strategies at lower risk positions and are anticipating an opportunity to take advantage of asset repricing and dislocations over the next few years.   However, maintaining strict investment discipline and focus on quality loans backed by strong sponsors and good assets is key.   Explore our insights on European Private Real Estate Debt.   Ralf Kind   #EdRConvictions #EdRREIM #RealEstateDebt

Découvrez notre Flash marché hebdomadaire : "Enjeux géopolitiques et fluctuations économiques". • Le retour du risque géopolitique s’est confirmé au Moyen-Orient à la suite des frappes directes de l’Iran sur Israël. • Les investisseurs se sont focalisés sur les fondamentaux économiques et les déclarations des membres de banques centrales. • Dans ce contexte de risque géopolitique et de hausse de taux, tous les actifs risqués ont corrigé. https://lnkd.in/e3VjXUVa

The real estate market has been impacted by several key events over the last two years, the war in Ukraine and Israel, higher inflation and the repricing of risk. All have contributed to a higher interest rate environment, fears of a recession in several countries and ongoing volatility in capital markets.   The current interest rate environment is putting pressure on real estate valuations and creates a risk on upcoming re-financings.   From a lending perspective, private real estate debt has become a natural solution to this widening funding gap. From an investment perspective, the current environment represents a compelling opportunity for debt funds with dry powder.   Explore our insights on European Private Real Estate Debt Ralf Kind   #EdRConvictions #EdRREIM #RealEstateDebt

🎙 Dive into the future of private equity, sustainability, and technology with Johnny el Hachem, CEO of Edmond de Rothschild Private Equity. Interviewed by Giovanni Amodeo, Johnny shared his journey in building Edmond de Rothschild Private Equity, and the innovative strategies employed to anticipate future trends and address global challenges. Watch the full fireside chat from the Mergermarket M&A series here: https://bit.ly/4cyg7OC #EdRPE #PrivateEquity #EdRConvictions

Edmond de Rothschild Real Estate Investment Management has acquired a modern light-industrial asset in Helmond (the Netherlands).    Located at Grasbeemd 14 (Helmond), the asset consists of a recently (2024) expanded building in line with latest market standards. It benefits from a strong configuration and excellent accessibility, located within businesspark De Weijer, a logistics hotspot within the Eindhoven region.     The asset comprises a freehold plot of approximately 14,100 sqm, totalling approximately 8,600 sqm lettable floor area (LFA). The asset is fully let (long-term) to SFS Group, a worldwide leading supplier of application-critical precision components and assemblies, mechanical fastening systems, quality tools and procurement solutions.   This acquisition was carried out by Edmond de Rothschild’s Dutch team, advised by N/P Notarial Partners (legal) and Savills (technical). Seller Focus on Impact was advised by TLF Real Estate (commercial).   Robbert Bakhuijsen, Head of Investment Benelux at Edmond de Rothschild REIM, said: “With this acquisition we further diversify our portfolio with a high-quality asset in a desirable location. In the current market environment we are keen on such opportunities and will continue to acquire light-industrial and (small) logistics assets in accessible, urban locations with excellent transportation links.”   The Edmond de Rothschild Euro Industrial strategy currently consists of more than 50 assets in the Netherlands, Germany and France with a market value in excess of €600 million and has a core-plus risk profile which aims to provide stable distributions.

Our teams will be present at the PDI Europe Summit London 2024, Europe's leading private debt conference, on 7 and 8 May. Ralf Kind, Head of Real Estate Debt, will be speaking on a panel on the latest trends impacting the real estate debt market in Europe.   #PDIEuropeSummit #EdRConvictions #PrivateDebtInvestor #RealEstateDebt

Discover our last Letter from the CIO: "There are still opportunities in today's over-confident markets". Key Points: ➡ Today’s magic paradigm seems unshakeable. ➡ Liquidity helped drive the market rebound but we will soon no longer be able to count on this. ➡ We now have no specific geographical bias but we continue to like big data, healthcare and small caps ➡ There are also opportunities on bond markets despite tighter spreads. Benjamin Melman #LetterFromtheCIO #AssetManagement #EdRConvictions

Edmond de Rothschild REIM, the group’s Real Estate Investment Management platform, delivered the expansion to a modern light-industrial facility, located at Hessenpoort business park in Zwolle, Netherlands. The asset was acquired in 2019 and is part of the Euro Industrial Real Estate Strategy with a gross asset value of over € 500 million. The warehouse expansion consists of 3,837 square meter of lettable floor area (LFA) increasing the total LFA to 10,065 and reducing the total office ratio to 17%.   A long-term lease has been agreed with EMM International on the entire property.   The project aligns with the strategic vision of Edmond de Rothschild Real Estate Investment Management (EdR REIM), which focuses on the development of light industrial and small logistics assets in accessible, urban locations with excellent transport links.   Ben Tijhuis, Director, Head of Asset Management Benelux at Edmond de Rothschild REIM commented: “With this high-quality expansion we facilitate our existing tenant and continue our long-term commitment. It is a great example of active asset management whereby we continuously improve the quality of our assets, including latest ESG credentials”.   Other parties involved: EMM International B.V. (Tenant), Aan de Stegge Twello B.V. (Main contractor), CVO Group (Technical advisor) and N/P Advisors (Legal advisor). We like to thank all parties involved for their contribution to this success. #REIM #EdRConvictions #LightIndustrial

Discover our last Weekly Market Flash: "Looking for the right tempo". • Central banks have refocused markets on the pace of future rate cuts. • Admittedly, there are no glaring signs of weakness in recent US economic data even if inflation continues to recede. • Amid reduced visibility, we have tactically reduced exposure to risk assets. Risk premiums are too low to cope with any disappointment over the disinflation scenario. https://lnkd.in/eEcCFqS9

What is the future of #Infrastructure?   Edmond de Rothschild centuries-long history of investing in Europe’s most iconic infrastructure continues to inspire our strategy today.   At Edmond de Rothschild Private Equity, we believe that the future of infrastructure is hybrid, with sustainable projects and platforms which integrate several dimensions, like mobility, digital, social, or alternative energy, that used to be perceived as distinct dimensions.   This shared conviction resonates with both Edmond de Rothschild and TIIC, a member of the Edmond de Rothschild Private Equity partnership. Johnny el Hachem   #PrivateEquity #EdRConvictions #Infrastructure