Specialists in property BMO Real Estate Partners - For Professional Clients and /or Qualified Investors only
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For Professional Clients and /or Qualified Investors only Specialists in property BMO Real Estate Partners
BMO Real Estate Partners
Our sole purpose is to create and manage successful property investment portfolios. We offer a
range of property investments and asset management opportunities across a wide range of real
estate markets across Europe.
Access granted
We have been managing property for over 50 years and investors can access our
expertise through a range of structures including listed investment companies,
open-ended funds, segregated mandates and single asset deals. On the ground in
London, Munich
and Paris
pecialist – a real estate specialist offering entrepreneurial
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spirit blended with sophisticated structured institutional practices
eople – highly experienced and well-regarded team maintaining strong relationships
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with investors, shareholders, industry contacts and occupiers – key to managing this personal
asset class
ipelines – extensive network of contacts, local reputation and experience ensure strong
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access to on and off-market transactions
ctive – pro-active management continually reviewing processes, future themes, opportunities
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and assets to generate value and create sustainable income
Platform – European presence provides
opportunity to expand, while delivering
returns to investors
A strong parent company
BMO Real Estate Partners is a property specialist
operating as part of BMO Global Asset Management.
Established in 1817, our parent company – BMO Financial
Group – is a diversified financial services provider based
in North America. The Group has more than 45,000 employees
and offers products and services to over 12 million customers.
It has the longest-running dividend pay-out record of any
company in Canada, at 191 years*.
*Source: BMO Financial Group, 202nd Annual Report 2019
The right locations
Property markets can be complex. A long-term horizon and an understanding of the core real estate
fundamentals within a location are required to be able to create a quality property investment
underpinned by sustainable income.
Key components of the way we invest include:
Sourcing expertise – access to stock on and off market
Buying well – understanding the micro location and macro economic drivers of performance
Active management – enhanced occupier engagement and institutional governance and management to maximise asset potential
Knowing when to sell – disciplined and objective approach to selling at the right time
A selection of our buildings
St. Christopher’s Place, London One Cathedral Square, Bristol Burma Road, Winchester
A retail oasis in the heart of central Comprehensively refurbished 499 purpose built, on campus Lond
London’s shopping district. A true prime regional city centre office let student accommodation units let to Bristol
mixed use property investment to University of Bristol and University of Winchester. Winchester Braun
combining retail, restaurants, offices Dyson Technologies. Paris
and residential.
Ba
Rue de la Paix, Paris Paseo de Gracia, Barcelona Via Cola di Rienzo, Rome
Prime mixed-use retail and office Prime high-street retail unit located This 86,000 sq ft. “Coin Excelsior”
building located in the heart of at a corner location on Paseo de luxury department store was
Paris’ luxury retail industry in the Gracia, the dominant shopping entirely refurbished in 2013. It is
immediate vicinity of street in Barcelona for luxury as well operating on basement, ground
Place Vendome. as mass-market retailers. and first floors within several
mixed-use buildings.
“At BMO REP our focus is to create and manage
successful property investment portfolios for Responsible
investing
our clients and properties that work for our
occupiers. Our approach is underpinned by our
commitments to creating sustainable properties,
embracing the challenges of the changing We believe that responsible
landscape and respect the stewardship we property investing (RPI) is about
have of the built environment.”
managing future risks without
Stewart Bennett, compromising performance.
Global Head of Alternatives
Occupier relationship
– appealing to the modern occupier
Reduced income risk
– greater occupier retention
Hamburg Gerhofstraße 10-12, Hamburg Kohlmarkt 19, Braunschweig
don The high street retail and office The high street retail and office
building is located on the main building is located on the main
Preserve capital values
nschweig shopping street in Hamburg, shopping street in Braunschweig, – resilient income enhances value
Dresden Germany, with high visibility and Germany. The building “Haus der
excellent access to public transport. Sonne” with the main tenant BRAX,
The building was constructed a German fashion retailer, was
in 2015 and the main tenant is constructed in 1792.
Superdry, an English fashion retailer.
arcelona Rome Enhanced property liquidity
– attractive investment with
sound fundamentals
€7.1bn
of assets under
management
394 Hertha-Lindner-Straße, Dresden
The residential building ‘Haus am
Schauspielgarten’ is located near the city center
properties of Dresden, in the neighbourhood of the famous
Dresden Zwinger. The construction of the new
In-depth RPI at
building with 140 flats and a REWE retail market
Data as at 31-Mar-20 unless otherwise stated is expected to be completed in 2018. BMO Real Estate Partners
Our business in numbers
We manage assets of €7.1 billion on behalf of a range of clients. Our portfolio is well diversified across
sub-sectors and geographies.
How we invest Where we invest The sectors we invest in Who we invest for
Core/Core Plus 99% UK 37% Retail 40% Listed
Value Add 0.5% Germany 48% Prime Retail 20% Retail/Who
Opportunistic 0.5% France 3% Office 14% Institutiona
Rest of Europe 1% Industrial 10% Family Offi
Czech Republic 3% Residential 15%
Italy 6% Other 1%
Spain 2%
Core/Core Plus 99% UK 37% Retail 40% Listed 26%
Value Add 0.5% Germany 48% Prime Retail 20% Retail/Wholesale 6%
Opportunistic 0.5% France 3% Office 14% Institutional 68%
Rest of Europe 1% Industrial 10% Family Office 1%
Czech Republic 3% Residential 15%
Italy 6% Other 1%
Spain 2%
Source: BMO Real Estate Partners as at 31-Mar-20
Key risks
“We marry specialist expertise with
Past performance is not a guide to future performance.
local property market knowledge
The value of your investments and any income from to satisfy our clients’ long-term
them can go down as well as up and you may not get
back the original amount invested.
investment objectives. We manage
The value of directly-held property reflects the opinion
assets to be resilient through
of valuers and is reviewed periodically. These assets can market cycles, with a particular
also be illiquid and significant or persistent redemptions
may require the manager to sell properties at a focus on occupier and income as
lower market value adversely affecting the value of
your investment.
the dominant driver of returns.”
Iris Schöberl, Managing Director Germany
Company offices
BMO Real Estate Partners
7 Seymour Street, London W1H 7BA
Tel: +44 20 7499 2244
BMO Real Estate Partners Germany
Oberanger 34-36, 80331 München, Germany
Tel: +49 89 61 46 51 0
BMO Real Estate Partners France
7 rue de la Paix, 75002 Paris, France
Tel: +33 6 2074 2893
bmorep.com
Telephone calls may be recorded.
© 2020 BMO Global Asset Management. BMO Real Estate Partners is a property specialist that operates as part of BMO Global Asset Management. Financial promotions are issued
for marketing and information purposes; in the United Kingdom by BMO Asset Management Limited, which is authorised and regulated by the Financial Conduct Authority; in the
EU by BMO Asset Management Netherlands B.V., which is regulated by the Dutch Authority for the Financial Markets (AFM); and in Switzerland by BMO Global Asset Management
(Swiss) GmbH acting as representative offices of BMO Asset Management Limited in Switzerland, which are authorised by FINMA. Telephone calls may be recorded. 1016064_G20-1717
(08/20). This item is approved for use in the following countries; FR, DE, IT, IE, NL, NO, PT, SE FR, DE, IE, IT, NL, NO, PT, ES, SE, CH, UK.
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