Invista Real Estate

About Us - Our Services

Invista provides real estate fund management services to a range of clients including pension funds, life funds, investment trusts, unit trusts and other specialist investment vehicles. A number of our client portfolios are pooled funds but all are run as segregated mandates. Typical responsibilities include:

• All aspects of fund management and fund administration as agreed with individual clients.
• Agreeing an appropriate universe of real estate asset types for inclusion in the portfolio.
• Setting an appropriate investment strategy for the portfolio to include relevant targets for investment returns and acceptable risk levels.
• All aspects of property and asset management including preparation of individual asset business plans, establishing short and long term objectives for the property. Business plans include setting asset management priorities and a timescale for their execution.
• Where appropriate identifying appropriate gearing strategies, suitable lenders and lending terms and managing securitisation programmes if considered necessary or relevant given individual portfolio strategies.