In the ever-evolving landscape of alternative investments, the INVL Partner Global Real Estate Fund I—a beacon for informed investors—has successfully garnered an impressive USD 1.19 million in a recent funding round. Managed by the preeminent INVL Asset Management, a trailblazer among Baltic asset managers, this open-ended fund continues to attract keen interest.
“This initiative presents investors with a unique and exclusive avenue, tapping into the expertise of one of the world’s foremost real estate management titans,” reflects Asta Jovaišienė, the astute head of INVL Financial Advisors, a key distributor of this innovative fund. “Real estate, with its intrinsic stability and promising long-term value appreciation, remains a captivating asset class for local investors, proving essential for portfolio diversification and robust inflation hedging.”
Intriguingly, this fund is not any ordinary investment vehicle; it places a strategic focus on real estate funds situated in the United States and Western Europe, under the adept management of Brookfield Asset Management—a veritable giant in the global real estate sector.
Since its inception in January, the INVL Partner Global Real Estate Fund I has raised a commendable USD 13.25 million, drawing in a total of 48 investors. With a threshold entry investment set at USD 145,000, it opens the door for a select populace keen on capitalizing on lucrative opportunities.
Notably, the ambition of this limitless-duration fund is twofold: to elevate the long-term capital value for its investors and simultaneously facilitate periodic income streams from the portfolio’s assets.
As of the dawn of 2024, NYSE-listed Brookfield Asset Management, along with its subsidiaries, boasts an astonishing asset management portfolio exceeding USD 900 billion. Of this impressive sum, approximately USD 270 billion constitutes real estate holdings, fortifying its status as the third-largest entity worldwide concerning total real estate asset value.
About INVL Asset Management
With a rich history woven into the fabric of the Baltics, INVL Asset Management stands tall as the premier alternative asset manager in the region. Our mission? To deliver not just superior risk-adjusted returns but also to foster meaningful economic development within our landscapes.
Part of the Invalda INVL family, our legacy spans over three decades, with oversight or management of assets exceeding EUR 1.6 billion across a diverse array of classes—from private equity and sustainable forests to agricultural lands, renewable energy, real estate, and private debt. Our portfolio is further enriched with family office services across Lithuania, Latvia, and Estonia, alongside pension fund management in Latvia and strategic investments in global third-party funds. For further insights, please visit our website.
For additional inquiries, please reach out to:
Vytautas Plunksnis, Head of Private Equity at INVL Asset Management
Email: vytautas.plunksnis@invl.com
