Metzler Real Estate

Real Estate Advisory

Our services range from the initial strategic consultation and the selection and acquisition of real estate funds to full support for all matters relating to real estate (fund) investments. We therefore monitor all investments on behalf of the investors throughout the entire life cycle and also manage the disposal of investments. Our clients benefit from our expertise, many years of experience in the real estate and funds business, and the competence of our network of specialists.

• First-class market access:  frequent interactions with over 300 initiators and monitoring of their products
• Strategy: development of tailored investment strategies based on individual target parameters
• Established screening process: selection and review of fund partners and their real estate funds
• Management of the invested fund portfolio: supervising the portfolio during the entire investment life span, evaluating fund data as well as representing clients’ interests on committees

Diversification in multiple dimensions

Real estate funds can add diversity to your portfolio. Our selection therefore includes real estate funds that invest in various property types, countries and currencies. The funds under management are invested in commercial as well as residential real estate.

Real Estate Management

Our goal is to build up your real estate portfolio and manage the assets reliably.  For office properties in Germany, we offer the following services:

• Commercial: efficient management of properties
• Infrastructural: improving operational processes and safety standards
• Technical: maintenance, repair and modernization of technical systems
• Project development: consideration of sustainability aspects

Metzler Realty Advisors

Metzler Realty Advisors was established in 1976 in Seattle, Washington, USA, and provides independent advisory and tailored investment services to private and institutional clients investing in key North American real estate markets.

Investment services

Metzler’s investment services develop investment strategies in coordination with clients and the asset management team. These services include sourcing and acquiring assets for our clients, arranging investment financing and disposing of assets at the end of the investment cycle.

Metzler’s investment approach is based on four key components:

• Research: examining broad economic, capital market and property trends as well as specific markets and assets for suitability as investment targets.
• Market presence and deal sourcing: both east coast and west coast offices have strong, long-term national relationships with relevant owners and brokers of institutional-quality real estate.
• Negotiation, due diligence and closing: negotiation of pricing and terms for target investments using thorough market research, seller insights and economic projections.
• Exit: maximizing asset value through strategic hold/sell analyses, timely adjustments and tactical exit opportunities to ensure optimal execution and client approval.

Asset services

Metzler’s asset services team is responsible for executing each asset investment plan during the hold period. Successful investment performance is ensured through active asset management – a combination of portfolio and asset level strategic planning with on-the-ground tactical execution.

Metzler’s active asset management approach is based on four key components:

• Due diligence: Metzler’s active asset management approach starts during due diligence of an asset, utilizing local market knowledge and an extensive network of market participant relationships to inform the investment process and the business plan of each asset. 
• Leasing and property management: Metzler strategically utilizes third-party leasing and property management teams, chosen through a rigorous bidding process, regardless of company affiliation, to ensure the best teams on the ground for each asset to maximize value creation.
• Project management: Metzler’s project management team works directly with the asset services team to ensure that capital expenditures and maintenance enhance the leaseability of each asset and extend the life cycle of the physical infrastructure.
• Disposition strategy: based on the ongoing asset business plan, Metzler reviews the market conditions for conceivable disposition opportunities. Once the asset has been selected for disposition, the asset services, project management and investment services teams work collaboratively to deliver a successful close of the asset and accretive return to the investors.