Realterm is a global real assets investment manager focused on the transportation industry. Realterm acquires, develops, finances, and manages differentiated real estate, private credit and infrastructure investments serving land, air, sea and rail networks. Realterm undertakes globally diversified real assets strategies that invest in transportation logistics real assets with high flow through (HFT) characteristics and industrial outdoor storage (IOS) functionality in high demand by local, national and global supply chain users. Realterm collectively owns interests in and manages a global portfolio of over 450 investments in the United States, Canada, Europe, UK and Australia.
Sector forecasts
INDUSTRIAL/LOGISTICS:
Transportation logistics real estate is a significant segment of the broader industrial real estate sector. Realterm estimates the size of the transportation logistics market to be over 3x the size of the Class A/prime warehouse markets in its target geographies. Realterm believes that this large, highly fragmented segment of the industrial and logistics market has historically been underinvested by the broader institutional community, and subsequently, in Realterm’s view, under-financed. Strategically located in and around major population centers, primary distribution hubs and critical freight transfer nodes around seaports, inland ports and border crossings, transportation-advantaged facilities are the critical high volume first mile, intermediate and final mile freight distribution transfer points that facilitate the efficient flow of goods to their destination.
Investment principles & strategy
Realterm’s investment focus is on transportation logistics real assets with high flow through (HFT) characteristics and industrial outdoor storage (IOS) functionality that seek to meet the needs of logistics and logistics-related users globally. Such characteristics may include outside storage zoning, ample exterior parking and lower building site coverage, among others. The properties in which Realterm invests are located in transportation-oriented logistics hubs and along the e-commerce transportation backbone.
Strategic corporate development
Realterm pairs its entrepreneurial foresight with a disciplined decision-making approach to identify opportunities around the world that will generate positive results for investors, partners and tenants.
Performance verification
Past performance information contained herein (if any) is not necessarily indicative, or a guarantee, of future results of Realterm’s pooled vehicles. Performance of Realterm’s pooled vehicles as presented are compliant with GIPS methodology. All net returns as presented are calculated using the highest applicable fee load outlined in the applicable fund’s governing documents.
COMPLIANCE STATEMENT
Information presented herein is not an offer to sell or a solicitation of an offer to buy any security issued by Realterm or any other security in any jurisdiction and the reference material may not be distributed in any jurisdiction except in accordance with legal requirements applicable in such jurisdiction. Any offer or solicitation relating to any Realterm-sponsored fund may only be made by delivery of a confidential private placement memorandum and governing documents of the applicable fund and only where permitted by law. To the extent this communication identifies any benefits inherent in Realterm’s services and operations on behalf of the Realterm funds, please note that the Realterm funds are also subject to a number of material risks associated with such benefits, as further identified in the applicable definitive documents.
