Fabrica Immobiliare is an Italian real estate asset management company founded in 2005. Currently managing 15 real estate funds for about 4.3 billion Euro of total Assets Under Management, out of which more than 90% regards institutional investors, mainly pension funds.
Fabrica’s main shareholders are part of the Caltagirone Group, one of the major Italian holding companies, active worldwide in the fields of construction, real estate, media and financial services.
Throughout the years, the Company has developed a competitive strategy, attracting leading institutional investors and improving the brand awareness within the industry. Its foundation of strength and stability have helped clients grow with confidence through a tailor-made approach and the autonomy of its management.
Fabrica has developed a distinctive track record on:
All managed funds dedicated to social security investors mainly have core and core plus assets, with a diversified asset allocation consisting of both traditional and “niche” asset classes with social impact (e.g. university branches, medical research institutes, assisted living facilities). As a management policy, these funds avoid whatsoever conflict of interest and keep a conservative leverage ratio.
Fabrica is among the most dynamic and long-running Italian operators concerning social responsibility investments. Having a ten-year experience gained since the launch of the first social responsible real estate fund, which invested INPS’s (national public pension fund) equity supporting real estate projects dedicated to universities and research institutes.
Fabrica has started an 800 million Euro investment program for social responsibility, supporting the welfare state to bridge infrastructural gap (mainly student housing and social housing, with an investment plan also including Southern Italy).
Currently, the Company is focused on expanding internationally: the process has begun with the acquisition of iconic assets in European Capitals and is being pursued also by involving international investors through the launch of new products. The SGR is also deepening its attention to the residential market, where it also boasts significant know-how. More specifically, the SGR is preparing to set-up new products dedicated to PRS sector.
Fabrica Immobiliare SGR SpA – via Nazionale 87, 00184 Roma
Tel. +39 (0)6 945166.01 | email@example.com | www.fabricasgr.it
Aedes SIIQ Aedes SIIQ (MTA:AED) was created and at the same time listed on the MTA Market of the Italian Stock Exchange, following the partial proportional demerger of Restart (a company founded in 1905 and listed on the Italian Stock Exchange since 1924) on December 28, 2018. Aedes SIIQ owns a real estate rent portfolio and development for rent portfolio in line with the strategy of a REIT with commercial purpose (Retail and Office).
Aedes SIIQ’s shareholder structure is composed of 51,251% held by Augusto S.p.A. (Sator Fund – Amenduni Family – Roveda Family), 10,593% held by Vi-Ba S.r.l., 5, 080% held by Palladio Holding S.p.A. and the remaining 33,076% is free floating.
Giovanni Barbara and Ermanno Niccoli are respectively the Chairman and the CEO of Aedes SIIQ.
As at December 31, 2020 the Total GAV (Gross Asset Value) amounted to a market value equal to € 501,6 million, including the portion pertaining to properties owned by non-con¬trolling interests and real estate funds. The consolidated GAV (Gross Asset Value) was equal to € 390,1 million.
As at December 31, 2020 the consolidated value of rented assets amounted to €326,2 million and represented 65% of consolidated portfolio. The composition by use, referred to the Rented consolidated portfolio, highlighted 43,4% of Retail assets, 19,5% of Office assets and 2,2% of so-called Other Uses.
The consolidated value of Development for Rent portfolio, equal to €167,1 million as at December 31, 2020, is composed of development areas, with a commercial use, which are expected to be developed in the short and medium term with the subsequent income generation.
The consolidated value of portfolio to be sold, whose sale is foreseen during the Plan period, was equal to € 8,3 million.
The EPRA NNNAV as at December 31, 2020 amounted to €239,8 million, included pro rata share of assets held through joint ventures, real estate funds and associated companies, estimated on the basis of net assets, taking into account the market value of the properties owned. Against a NNNAV per share of €5,99 and a NAV per share of €6,05, the Aedes share price has so far maintained a considerable discount.
Aedes Siiq | Via Tortona, 37 | 20144 | Milano
Tel. +39 (0)2 6243.1 | firstname.lastname@example.org
“They say that the real estate sector is a “glocal” industry and, as a company, so are we. I believe this is our strength: a strong knowledge of the local context, combined with a wider European network, which allows us to consolidate relationships with local and international clients.”
Roberto Vellotti, Country Manager
Arnold Investments is a multinational brokerage house specializing in real estate investments in Europe – especially in Austria, Germany, Spain, Italy, Portugal, the Czech Republic, Slovakia and Hungary. The company was founded by Markus Arnold in 2009 in Vienna and is now one of the leading real estate broker companies across Europe.
Arnold Investments has a broad real estate portfolio ranging from office buildings, hotels, retail markets, shopping centres, logistics and warehouse properties in Europe to a high-street high-rise building in New York City.
In recent years, Arnold Investments has responded to the dynamic market developments in neighbouring countries by founding the branch offices in eastern Europe and the branch office in Berlin. The expansion into southern Europe in 2019 was the next logical step for continuing on the successful course as an independent European player.
The Italian branch takes off in March 2020. Established last year in Milan, it can also report the first large transaction of a 40,000 sq.m industrial site. The transaction was finalised in cooperation with the local management and Arnold Investments’ Italian team around Roberto Vellotti.
Since the founding in 2009, transaction volume has totalled approximately 2 billion euros. In 2020 alone, the Arnold Group brokered properties with a volume of over 500 million euros.
Arnold Investments combines the strengths of regional market knowledge with impeccable international networking of around 20,000 buyers or investors. In contrast to globally active brokers, the focus is on Europe, covering around half of the total population. This means the Arnold Group is likely the only provider in Europe that can refer to such a network.
More than 30% of the transaction volume is attributed to cross-border sales.
Arnold’s clients are mainly wealthy private individuals/foundations and, of course, institutional investors from across all of Europe and the company almost exclusively brokers off-market operations.
Further information: www.arnold.investments
Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2019 revenue). The company has more than 100,000 employees (excluding affiliates) and serves real estate investors and occupiers through more than 530 offices (excluding affiliates) worldwide. CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.
Our mission is to offer an excellent service to all Real Estate stakeholders. Our services cover the entire “life cycle” of assets: thanks to a close collaboration between our teams, we offer complex and fully integrated solutions, tailored to our Clients’ needs and based on a deep knowledge of the market and on the high-quality expertise of our professionals. Our experts support each other on a national and international basis, sharing best practices and experiences to assure the best service possible.
Thanks to a constant internal research on Real Estate, trends and key factors that may have an impact on the sector, our experts are able to anticipate our Clients’ needs and help them to build a long-lasting competitive advantage. We offer innovative solutions for all asset classes, focusing on technology and digital transformation as opportunity for our sector and their stakeholders.
CBRE Italy | Piazza degli Affari 2 | 20121, Milan
Customized Real Estate Consulting
Duff & Phelps REAG, A Kroll Business, specializes in real estate advisory services.
REAG, Europe’s leading real estate valuation and advisory firm, joined Duff & Phelps in 2015, further enhancing the firm’s real estate valuation services.
Duff & Phelps REAG enhances and manages individual and/or real estate assets by providing comprehensive advisory services leveraging in-depth local market knowledge a strong global perspective. The expertise of its professionals, their customised approach guarantee clients’ satisfaction and loyalty. Kroll’s Italy presence includes offices in Agrate Brianza, Turin, Padua, Bari, Pesaro and Rome.
Duff & Phelps rebranded as Kroll in February 2021. Kroll is the world’s premier provider of services and digital products related to governance, risk and transparency. We work with clients across diverse sectors in the areas of valuation, expert services, investigations, cyber security, corporate finance, restructuring, legal and business solutions, data analytics and regulatory compliance. Our firm has nearly 5,000 professionals in 30 countries and territories around the world.
Kroll is a Carbon Neutral® company and promotes environmental, social and governance (ESG) principles.
Progedil is a specialised professional and real estate brokerage consulting group, which offers a full range of real estate services for both companies and private clients.
Progedil stands out as the only highly specialised, cross functional subject able to provide a whole range of professional performances which include real estate project feasibility analysis, legal, technical and designer aspects investigation, target market evaluation, price opinion and agency service.
The group has been working in the real estate market for over 30 years, precisely since 1990, when the Order of Merit for Labour Giuseppe Barile founded the very first society of the Group, Progedil 90, with the aim of commercializing newly built residential initiatives. Progedil Case is born in 2004. The society is involved with presiding over real estate market services among private clients, provided through its network of real estate agencies. Furthermore, the group is recently completed with the birth of Roberti Luxury Real Estate, which operates with specific regard to the luxury segment.
To compete the wide range of its services, Progedil Group also offers strategic agreements in order to provide credit counselling for loans granting, insurance products, renovations, full furnishing supplies, and condominium services.
Our Group is made up of 150 real estate professionals, well-established both in Rome and in province territory, thanks to the presence of 9 real estate agencies, our historic headquarter, that governs, centralises, and coordinates all our activities, and, finally, a representative office dedicated to the luxury boutique located right in the heart of Rome historical centre, the Trajan’s Forum.
The Group has an in-depth knowledge of the Capitolin real estate market’s complexities, which is successfully governed assuring professionalism, transparency, competence, and dedication. Those are the values that have been passed on from the very beginning in the Progedil Academy, which deals with training and updating its agents, ensuring a unique and well-established working method. This approach has allowed us to acquire a transversal experience that fully responds to the new needs of big players through a business model that aims at service innovation and the use of cutting-edge technology.
Piazza Enrico Martini 11 – 00127 Roma
REDD is an innovative Start-up with high technological value that simplifies the digitization, analysis and management of Real Estate documents.
Thanks to the artificial intelligence, it speeds up Real Estate enhancement operations.
WHO WE ARE
REDD was founded in 2018 by a group of Managers and Professionals coordinated by Riccardo Delli Santi, a well-known expert of Italian Real Estate Law.
REDD was born with the purpose of managing Real Estate documents and data, using the most advanced technologies. That’s why its name recalls the necessary connection between Real Estate, documents and data management.
The team provides high level services thanks to the merge of technical, legal and IT skills. The knowledge of law and artificial intelligence represents an added value in document management.
REDD is owned by Banca del Fucino, a historic Roman bank with a strong propensity for innovation and digital services. It believed in this project and today it represents a pillar of the Start-up.
REDD AND ITS INNOVATIVE SERVICES
The digitization, analysis, reorganization and simplified management service of Real Estate documents.
The proprietary software for the automatic digital overlay of plans and the detection of building abuses.
The virtual consultancy service in urban planning and construction for professionals, technicians, buyers and sellers.
ADVANTAGES FOR CUSTOMERS
Info@realestatedd.net | Tel. +39 327 3363145
Redd Srl | Via di Monserrato, 25 | Rome
State Street Corporation (NYSE: STT) is one of the world’s leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $40.3 trillion in assets under custody and/or administration and $3.6 trillion* in assets under management as of March 31, 2021, State Street operates globally in more than 100 geographic markets and employs approximately 39,000 worldwide.
The importance of environmental, social and governance (ESG) factors and the search for returns in an uncertain market are f fueling investor demands for greater data transparency and smarter data analysis. The trends towards more outsourcing and greater use of third-party data and analytics while also consolidating and simplifying the operating model — highlight the importance of a partner who can allow mangers and investors to off-load non-core tasks, while taking a rounded and integrated view.
With more than 4000 people dedicated to alternative investment services, State Street is a global industry leader in the real estate and private markets space, supporting the most sophisticated alternative investment professionals with a full suite of solutions in their accounting, administration, risk analytics and reporting needs.
Throughout 2021, we also announced a series of strategic partnerships to further bolster our alternatives offering for clients. In connection to that, State Street is also launching its State Street AlphaSM for Private Markets solution which will allow institutional investors to fully manage the entire lifecycle of their infrastructure, private equity, real estate, private debt and fund of funds investments through an integrated, digital front-to-back, single platform. This includes the ability to provide whole portfolio exposure to managers investing in both public and private markets.
For more information, visit State Street’s website at www.statestreet.com
* Assets under management as of March 31, 2021 includes approximately $60 billion of assets with respect to SPDR® products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
Federico Viola | Tel. +39 02 32117140 | FViola@statestreet.com
Beatrice Chignoli | Tel. +39 02 32117245 | BChignoli@statestreet.com
Tecnomont Service is specialized in the renovation and upgrade of civil and industrial buildings.
The company focuses on three main activities, the first of which is the engineering, production and installation of curtain walls, doors, and windows. Besides, Tecnomont manages building maintenance and acts as a general contractor for the overall redevelopment of buildings. As general contractor, the company plans, designs, manages and oversees all operations, guaranteeing a turnkey delivery to its customers and an informed and comprehensive service.
Only in Milan, Tecnomont Service manages over 200 buildings belonging to large organizations, real estates, banks, insurance institutions and state bodies by taking care of, repairing, and adapting the interiors.
The company, headquartered in Pozzo D’Adda, Milan, opened in 2019 a new technical office in Genoa, intended to manage requests from the European, American and Middle Eastern markets.
OUR MOST RECENT PROJECTS
Among the most recent projects, we mention in Milan the “Rasoio” building in Via De Castillia 23, the Architecture Campus of the Politecnico di Milano, the redevelopment of the new technical offices headquarters of the Municipality of Milan in Via Sile 8, and the new Flagship Hotel UNA Experience in Via De Cristoforis. Among the projects in Rome, the Aura Shopping Center in Valle Aurelia and the redevelopment of Palazzo Salviati, in via dell’Umiltà. In Syracuse, the Archimede shopping center. In Kombocha, Ethiopia, the expansion of the new production facility of the Carvico SPA company.
During the emergency due to COVID-19, Tecnomont Service collaborated at the implementation of the Intensive Care Unit of the Sacco Hospital in Milan, in addition to taking care of the maintenance of various hospitals in Lombardy.
Among the projects starting in 2020, in addition to important works in the city of Genoa, Tecnomont Service will develop the executive project and the construction of the Porsche Experience Center in Franciacorta, and the former Traversi garage in Via Bagutta, Milan.
Walliance is a real estate investment platform acting as an intermediary between Small and Medium Enterprises seeking financing for the development of their real estate projects and investors. Through Walliance, companies can expand the availability of financing sources by reducing their dependence on the banking channel or the use of equity capital; while investors, from small savers to institutional economic operators, can earn money by investing in the real estate market.
Founded in Trento (Italy) in 2017, Walliance was the first equity crowdfunding platform in Italy to be authorized by Consob to raise venture capital for online real estate projects (now also authorized to raise through debt crowdfunding), and was, in January 2020, the first Italian portal to be authorized to operate in another European country: France.
Since 2017, hundreds of Small and Medium Enterprises have been in contact with the platform, which after 4 years of activity has a network of 46,000 users. As of the first half of 2021, 30 real estate projects for 43.5 million euros have been financed through Walliance, representing almost 60% market share of Italian Real Estate Equity Crowdfunding (source: Crowdfundingbuzz).
The structure that Walliance makes available in order to present a real estate project on the platform and raise capital, operates from time to time in a tailor-made approach, based on the progress status of the project that is proposed and its peculiarities. Opening up to new investors allows the companies to raise and use new financial resources for the growth of their business and offers many advantages: