Services & Strategies

Investment principles & strategy

M7 has identified a pipeline of real estate deals across the UK and continental Europe offering attractive gross yields, given the current low interest rate environment.

With encouraging equity investor appetite for value add and high-yielding regional real estate together with

recognition of M7’s proven track record, the company is seeking to exploit a number of business opportunities available to it by making further investments.

M7 has continued to expand its fund management business and now manages 20 funds The newest fund is M7 CELF which is investing in mid-to-big box logistics assets in Poland, Hungary, Czech Republic and Croatia.

M7 is also investment manager to the Alternative Income REIT plc which is listed on the London Stock Exchange and has listed Mailbox REIT PLC, in which it remains a majority shareholder, on the International Securities Property Exchange (“IPSX”), followed by a second listing, M7 Regional E-Warehouse REIT, which gives investors access to a portfolio of first and second-generation e-warehouse assets in the UK. M7 is the Asset Manager and M7 Financial Services is the AIFM (Alternative Investment Fund Manager) to Mailbox REIT.

In addition, M7 continues to provide asset management services to a variety of clients on a separate account basis. The business will consider co-investment joint ventures for example, it has a joint venture with Siguler Guff for the acquisition of Portuguese industrial and office assets and also provides advisory services with particular expertise in due diligence.

Strategic corporate development

M7 was established in 2009 and focused initially on the UK multi-let industrial sector. The need for efficient and accurate data management was a key part of the firm’s founding philosophy. A number of JVs were created with private equity partners to capitalise on the opportunities created in the aftermath of the global financial crisis. A workout business was also launched to help lenders manage higher yielding secondary assets.

Prior to 2009, M7’s original senior management team had built pan-European multi-let real estate platforms and used this experience in creating its bespoke, best in class information management systems. On these strong foundations, the directors developed the firm’s value-add asset/investment management focus and have consistently delivered strong returns.

The development of the continental European platform started in 2013 with the goal of providing real estate owners and investors with a first class, integrated asset management platform across Europe, specialising in multi-let regional real estate. Today, M7 has operations in the UK, Croatia, the Czech Republic, Denmark, Finland, France, Germany, Hungary, Ireland, Luxembourg, the Netherlands, Poland, Portugal and Spain. In addition, M7 has recently opened an office in Hong Kong. 

Products/Business lines

M7 focuses on the higher yielding, multi-tenanted, secondary real estate markets across Europe to identify attractive opportunities for investors.

With local teams on the ground, the business is well placed to access local market intelligence and source attractive deals. All assets are actively managed throughout the holding period, integrating local market intelligence into the decision-making process.

M7 has four business lines:

1. PRIVATE FUNDS/LISTED VEHICLES
M7 has created a series of private funds over the years in which it has co-invested alongside multiple investors. In addition, it also provides its expertise, as investment manager and/or asset manager, to companies listed on the London Stock Exchange and IPSX.

M7 co-invests alongside its partner and acts as a promoted asset manager.

2. JOINT VENTURES
M7 has created a series of private funds over the years in which it has co-invested alongside multiple investors. In addition, it also provides its expertise, as investment manager and/or asset manager, to companies listed on the London Stock Exchange and IPSX.

M7 co-invests alongside its partner and acts as a promoted asset manager.

M7 currently has existing joint ventures with private equity firms H.I.G. Capital (MBayDK) Blackstone (Onyx Ireland) and and a US institution (PIF). Previous partners include Oaktree Capital, Europa Capital, Westbrook Capital, Goldman Sachs, Starwood Capital and Nationwide Building Society.

3. SEPARATE ACCOUNTS
We are partnered with industry leaders, including M&G in the UK and have a number of other UK mandates managing a range of portfolios. We were appointed by Allianz in Croatia to manage Croatian real estate. Previously, we managed a portfolio of logistics and light industrial assets for MIRA in the Czech Republic and Slovakia. In addition, we have partnered with Mileway in the UK, Denmark France, Germany, the Netherlands and Sweden and Colony and Tristan Capital Partners in the UK.

4. ADVISORY
M7 provides advice to third parties on strategies for existing assets and targeted acquisitions with a particular focus on the due diligence process.