Our funds

A WIDE RANGE OF FUNDS
TO MEET INVESTORS’ REQUIREMENTS

Polis Fondi SGR manages 21 diversified real estate funds to meet all the needs of institutional and non-institutional investors (in addition to the retail listed fund, currently being liquidated, these include ordinary, speculative funds, those dedicated to “distressed” banking assets and to innovative investments such as green energy and healthcare). 

Bucking the trend of the real estate industry, the assets managed by Polis Fondi SGR grew from 400 million Euro in 2010 up to over the current 1 billion Euro. Currently, about 130 institutional and non-institutional investors have subscribed one or more funds with the SGR.

The crucial experience and professionalism to build sound investment avenues in an industry rife with opportunities and snares.

Real estate, renewable energy, NPL, rights in rem and healthcare. 
Our range of funds is developed on the basis of five pillars. Our management team comprises 15 professionals with in-depth knowledge of the real estate world. This allows us to scout investment opportunities within an industry that has been going through a difficult phase since 2008. Our offering has gradually expanded consistently with market transformations. 

Today, we have a range of funds specialising in mortgage-backed non-performing loans, products dedicated to wind and photovoltaic plants, or to healthcare facilities. 
We have just designed a product based on surface rights. A lean decision-making chain and an organisation that guarantees independence thus allow us to react quickly to industry evolutions.   

Our funds

Polis Fondi SGR manages 21 diversified real estate funds to meet all the needs of institutional and non-institutional investors (in addition to the retail listed fund, currently being liquidated, these include ordinary, speculative funds, those dedicated to “distressed” banking assets and to innovative investments such as green energy and healthcare). 

Bucking the trend of the real estate industry, the assets managed by Polis Fondi SGR grew from 400 million Euro in 2010 up to over the current 1 billion Euro. Currently, about 130 institutional and non-institutional investors have subscribed one or more funds with the SGR.

Business lines

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BUSINESS LINE DEDICATED TO LISTED FUNDS

Products whose units may be subscribed by savers and investors at large. The benefit of this product lies in allowing direct investments in real properties and rights in rem, thus allowing individual investors to access investments in more profitable sectors that are generally not available to retail investors.

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Healthcare

BUSINESS LINE DEDICATED TO HEALTHCARE

Real estate funds comprising assets leased to private healthcare facilities, hospital facilities, assisted living facilities (RSA).

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Green Energy

BUSINESS LINE DEDICATED TO GREEN ENERGY

Real estate funds comprising plants that generated renewable energy, including photovoltaic, wind, hydroelectric and bio-fuel plants.

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Secured NPLs

BUSINESS LINE DEDICATED TO SECURED NPLs

Real estate funds comprising mortgage-backed non-performing loans.

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Real Estate

BUSINESS LINE DEDICATED TO TRADITIONAL REAL ESTATE ASSETS

Real estate funds dedicated to all the traditional real estate assets, thus ascribable to all risk categories (core, core-plus, value added and opportunistic) within the various typologies of the real estate industry (hospitality, logistics, office retail, etc.).

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Infrastrutture

BUSINESS LINE DEDICATED TO INFRASTRUCTURES AND RIGHTS IN REM

Real estate funds investing in rights in rem, with the underlying real properties relating to the infrastructure and public sectors.

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Management structure

Our portfolio management division features diversification and an array of competences capable of providing continuity to demands hailing from the market and from our fund subscribers, of dealing with investor relations and to skilfully oversee the ordinary and extraordinary operations of the properties in our portfolio.

The Real Estate Portfolio Management and the Property Management office report to Portfolio Management.
 
The portfolio of managed funds includes several business lines: from a traditional one (classic real estate) to green energy, from healthcare to infrastructures, to a line dedicated to “distressed” assets.
 
The Real Estate Portfolio Management office - closely liaising with the Portfolio Management Director - defines operating and strategic guidelines to be developed while managing the portfolio and oversees operating activities to select, invest, manage and dispose the real estate assets of each individual fund managed by the SGR, in compliance with the investment policies defined by the Board of Directors and with the asset allocation guidelines provided by the Chief Executive Officer and by the Division Director. Moreover, it plans and implements development efforts on the properties and identifies strategies to optimise the profitability of these assets by maximising rental fees and by rationalizing costs.

Performance and managed equity

Over the last three years, the assets managed by the SGR, also supported by the launch of the new range of institutional funds dedicated to banks’ “distressed” assets and by development of innovative funds (e.g. Star I fund), have shown significant growth.