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Business

Business Overview

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Real Estate Fund

Real Estate Fund is an indirect investment platform which raises capital from a single or multiple investor(s)
through a collective investment vehicle(trust) and invests in commercial real estate,
real estate related loans and marketable securities on behalf of the investors

※ Funds can be subscribed through securities companies and commercial banks and the company does not directly engage in sale of the fund.

※ Fund’s asset is entrusted to a trustee and managed in accordance to the Financial Investment Services and Capital Markets Act of Korea.

※ Funds are not protected by the Korean Deposit Insurance Corporation under the Depositor Protection Act. Dividend distribution may vary depending on performance of each fund.

Product Types and Investment Target

Real estate funds can be classified into different types as shown below based on their characteristics and strategies

  • ‘Lease’ Fund

    Real estate fund which targets to acquire commercial real estate (Office, retail, hospitality, logistics or any other sector), receive rent, and realize capital gain on disposition when possible

  • ‘Development’ Fund

    Real estate fund that directly engages in real estate development and aims to gain profits through lease or sale of the developed property(s)

  • ‘Debt’ Fund

    Real estate fund that provides debt to and receive interest from an entity engaging in real estate development and management business

  • ‘Securities’ Fund

    Real estate fund that invests in real estate related securities (REITs, PFV, SPC equity security)

  • ‘Fund of Funds’

    Real estate fund that invests over 80% of its total asset into other real estate fund(s)

Investment Target Sector

Below are the five main investment target sectors

Investment Strategy

Implementation of strategies best fitting to investors’ with different risk appetites
leveraging on our market expertise and in-depth analysis

  • Core Strategy

    Target stabilized, fully leased properties to generate stable and predictable cash flow
    Example) Investment in prime assets in prime locations occupied by high- credit tenants

  • Core Plus Strategy

    Investment in high quality asset with room for further improvement through focused asset management
    Example) Investment in properties located in core areas but occupied by low credit tenants

  • Value Add Strategy

    Investment in distressed assets and add value through repositioning
    Example) Acquire under-valued assets requiring heavy CAPEX spending and find better use for the assets

  • Opportunistic Strategy

    Investment in highly distressed and/or underperforming properties to generate the highest level of return through significant overhaul of the properties
    Example) Investment in large-scale complex development projects and ground-up developments

Portfolio

Domestic & Overseas Portfolio

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