Key Data
| Corporate data | |
|---|---|
| As at 31 December 2023 | |
| Total real estate AUM/AUA (€m) | |
| Global total | 13,840 |
| Europe unlisted | 13,840 |
| Americas unlisted | |
| Asia Pacific unlisted | |
| Rest of world unlisted | |
| Global listed* | 3,133 |
| Global debt* | 350 |
| * Europe only, included in totals above. | |
| Type of capital owner clients | |
|---|---|
| Pension assets | 10% |
| Insurance companies | 6% |
| Charities | 0% |
| Family offices and trusts | 12% |
| Other capital owners | 72% |
| % of capital owner clients | |
|---|---|
| Advisory | 7% |
| Discretionary | 93% |
| Pooled | 48% |
| Segregated | 52% |
COMPLIANCE STATEMENT
The information provided in this document should not be considered as an offer, an inducement, or a solicitation to deal by anyone in any jurisdiction where it would be unlawful or where the person providing it is not qualified to do so. It is not intended to constitute, and should not be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell or continue to hold any investment.
The figures, comments, forward looking statements and elements provided in this document reflect the opinion of Edmond de Rothschild Group on market trends based on economic data and information available as of today. In addition, Edmond de Rothschild Group shall assume no liability for the quality or accuracy of information/economic data provided by third parties.
Edmond de Rothschild REIM (Suisse) S.A. is regulated by FINMA in Switzerland, Edmond de Rothschild Real Estate Investment Capital (UK) LLP is regulated by the FCA in the UK and Edmond de Rothschild REIM (France) S.A.S. is regulated by AMF in France.
© Edmond de Rothschild
