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Corporate overview

As a company with operations around the world, PATRIZIA has been offering investment opportunities in real estate and infrastructure assets for institutional, semi-professional and private investors for 36 years. PATRIZIA manages more than EUR 45 billion in assets and employs over 800 professionals at 24 locations worldwide. Through its PATRIZIA Children Foundation, PATRIZIA is committed to social responsibility. The Foundation has helped over 220,000 children in need worldwide over the last 20 years.

Investment principles & strategy

One-stop shop
PATRIZIA is a leading partner for global real assets. It offers a range of compelling products and formats, covering the full risk spectrum from core to opportunistic, and across sectors and countries. Our extensive on-the-ground presence means that we can offer investors a unique set of opportunities, at the right time. Whatever the style of investment, we approach it as our clients’ fiduciary.

Long-term partnerships built on trust
PATRIZIA has over 400 valued clients from 21 countries and five continents, and over 50% of these are repeat investors. Many of our client relationships go back over 30 years, a reflection of a personal and trustworthy service provision, across investment strategies and formats. Governance, transparency and performance are at the heart of PATRIZIA’s approach to its client partnerships.

Tried and tested approach
Our industry-leading research capability and extensive local teams enable us to combine top down, strategic ideas with bottom up, deal-driven stock selection.

We hire the best investment professionals in all major European markets (we only invest were we have people ‘on the ground’).
We believe in active asset management to enhance income and preserve capital.
When appropriate, we commit to disciplined, timely asset sales in order to capture growth and performance for our clients.

Strategic corporate development

PATRIZIA operates as a respected business partner of large institutional investors and retail investors in all major European countries.

PATRIZIA manages more than €45bn of real assets, primarily as an investment manager for insurance companies, pension fund institutions, sovereign funds, savings and cooperative banks and as co-investor.

Going forward, PATRIZIA and its clients will benefit from opportunities in European real assets which cover all risk styles, geographies, sectors and formats, an entrepreneurial and independent spirit, ethos and approach – unique in the industry. More than 36-year history of serving institutional investors from around the world and meeting their reporting and regulatory requirements, local in-house transaction and asset management teams of significant scale a long-term track record, a commitment to the highest standards of corporate governance, risk management and compliance.

In addition, the company is taking a tech leadership role in the industry, actively digitalising the business in order to achieve both economies of scale and client service excellence. This effort is driving further innovation and growth, firm-wide, as PATRIZIA continues its transformation.

Performance verification

PATRIZIA performance information is compiled regularly and consistently based on relevant industry benchmarks and definitions. As such, it has not been audited by an external third party. However, all PATRIZIA performance data is reviewed as part of each fund’s/the company’s annual audits by independent auditors. PATRIZIA is also a regular data contributor to BVI, MSCI/ IPD and INREV indices at property and fund level which provides additional, regular interrogation and checks of data by third parties.

COMPLIANCE STATEMENT

These materials are provided for use by qualified institutional investors for information purposes only and are not intended as solicitations of investment business. PATRIZIA will not accept any responsibility for this publication or the information included herein. In particular, PATRIZIA has not verified or examined the information contained in, or referred to by, this publication or this publication in its entirety, nor has it convinced itself in any other manner of the reasonableness, correctness and completeness of the information concerned. PATRIZIA shall not provide any warranty or guarantee in relation to the reasonableness, correctness or completeness of the information or opinions in or concerning this publication.