„INVL Partner Global Real Estate Fund I“ aims to raise more funds from investors

The INVL Partner Global Real Estate Fund I, an open-ended fund for informed investors by INVL Asset Management, the leading alternative asset manager in the Baltics, aims to attract additional investor funds. The INVL Asset Management fund invests in real estate funds in the US and Western Europe managed by Brookfield Asset Management, one of the world’s largest real estate management companies.

The fund’s units will be distributed from 5 June by INVL Financial Advisors, the financial brokerage company that owns the INVL Family Office brand. The minimum investment amount in this fund is USD 145,000.

“Real estate is one of the alternative asset classes that investors readily choose for portfolio diversification. The INVL Partner Global Real Estate Fund I is the only fund in the Baltics that gives local informed investors the unique opportunity to invest in private real estate funds managed by one of the world’s largest and most experienced real estate investment managers,” says Paulius Žurauskas, the CEO of INVL Asset Management.

INVL Partner Global Real Estate Fund I, established in January this year, has already raised EUR 12.205 million from investors.

The new INVL Asset Management fund with unlimited duration will seek to increase the long-term value of its participants’ capital and at the same time enable investors to get periodic income from the fund’s assets.

NYSE-listed Brookfield Asset Management together with its subsidiaries had assets under management of over USD 850 billion at the start of 2024. That includes USD 271 billion of real estate under management, ranking the company the third in the world for total value of real estate assets.

About INVL Asset Management

INVL Asset Management is the leading Baltic alternative asset manager. We strive to deliver superior risk-adjusted returns to our investors while positively impacting our region’s economic development.

We are part of the Invalda INVL group with a track record spanning over 30 years. Our group manages more than EUR 1 billion of assets across multiple asset classes including private equity, forests and agricultural land, renewable energy, real estate as well as private debt. Our scope of activities also includes family office services in Lithuania and Latvia, management of pension funds in Latvia, and investments in global third-party funds. Further information

Important notice

This is a marketing communication of an information nature, which is not and shall not be construed as an offer to purchase investment units of a collective investment undertaking, an investment recommendation, or investment research, as it is not designed to take into account the investment objectives, financial situation, or needs any individual investor.

When investing, the investors assume the risk associated with the investment. The value of investments can both rise and fall, and an investor may recover less than he/she/it has invested. Past investment results do not guarantee the same results or profitability in the future. Past performance is not a reliable indicator of future performance. Before making a decision to invest, potential investors should, on their own or with the help of investment advisers, assess the suitability of the investment for them along with the taxes and fees related to the investment, consider all the risks related to the investment, and carefully read the rules, prospectus and other documents of the respective collective investment undertaking.

Units of this collective investment undertaking, mentioned in this release may only be distributed to informed investors as defined in the Law on Collective Investment Undertakings for Informed Investors of the Republic of Lithuania, as amended and supplemented from time to time, and may not be distributed and transferred to any other clients who do not meet the criteria of an informed investor.