Potential investor screening for real estate fund

Client

A US-based private equity firm specializing in opportunistic real estate investments.

Opportunity

The client was looking to attract potential investors as limited partners for its latest real estate fund. The fund was focusing on high-risk / high-return opportunistic investments in the US with a target allocation of at least USD 500m.

Solution

SG Analytics supported the client's deal sourcing process by rendering the following services:
  • SG Analytics sourced a list of active investors using data sources such as Preqin, IREI Fundtracker, Pitchbook, FactSet, press searches, and Bloomberg.
  • Our team analyzed major government-backed funds and SWFs that indicated an appetite for investments in the target sector and had been previously active in the real estate sector.
  • The team liaised with industry experts to gather further relevant information on potential investors.

Tools Used

Preqin
FactSet
Bloomberg

Value Delivered

►
1
SG Analytics provided a list of potential private and government investors along with details regarding previous, related investments.
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2
The client leveraged SG Analytics' deliverable to source investments into its high-risk / high-return real estate fund.
 

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