Investment strategies

Vertically integrated asset management

 

Arrow’s investment team has a 20-year plus track record of successfully investing in European credit and real estate.

 

Our unique business model combines two complementary arms: fund management and local asset management.

Arrow has invested more than €10 billion over the last 20 years across over 1,500 investments in a broad range of European credit and real estate opportunities, achieving strong risk-adjusted returns with consistent performance and attractive diversification.

Arrow’s pan-European asset management and servicing platforms service a significant portion of the assets for both Arrow and its fund and investment management business, as well as for third-party clients such as other investment managers and banks. We have approximately €90 billion of Assets Under Management. Our best-in-class local servicing capabilities enable a unique granular ability to access new investments, only available with local presence and knowledge, thus allowing us to grow our fund management operations.

 

  • Highly diversified investors enable robust capital flow
  • Multi-asset class opportunities derived from local expertise
  • Multi-market exposure delivers strong diversification
Fund
management
Local asset management
  • 22 platforms across Western Europe deliver diversification
  • Deep local knowledge enhances asset management performance
  • Strong local relationships secure better, often off-market, deals

GP-owned platforms originate differentiated investment opportunities

Competitive advantage

22 local platforms across Western Europe employing approximately 2,000 professionals

Local origination capability and assets under management serve as sources for investment opportunities.

Ability to unlock a large volume of opportunities in the complex, fragmented, and heterogeneous European market.

  • Multiple scaled, market-leading local platforms support a central investment team
  • Ability to aggregate granular proprietary opportunities
  • Deep knowledge, expertise, and relationships in each target geography, underpinned by our local platforms

Investment strategies

Opportunistic Credit
  • Strategy: Performing and non-performing credit portfolios, Bankruptcies, Secured Collaterals
  • €80+ billion Assets Under Management
  • Two dedicated Arrow Credit Opportunities ('ACO') funds
  • ACO I €1.7 billion closed in 2020*
  • ACO II €2.8 billion closed in 2023*
  • 1,400+ professionals
  • 12 local platforms including Drydens Solicitors, Whitestar, Mars Capital, Restart Capital, Vesting Finance, Zenith Global and Europa Investimenti
Real Estate Lending
  • Strategy: Secured credit investments including Bridging, Development Lending and Stabilised Mortgages
  • €13+ billion Assets Under Management
  • Flexible approach to solve the capital needs to the real estate sector by providing full-lifecycle real estate lending solution
  • 600+ professionals
  • Supportive living sector macro tailwinds underpinning demand for new developments and refurbishment projects
  • 7 local platforms including RNHB, Maslow Capital, Vesting Finance, and Mars Capital
Real Estate Equity
  • Strategy: Value-added and opportunistic control investments in direct real estate (granular / off-the-run) from stressed situations
  • €17+ billion Assets Under Management
  • Arrow's local investment model with local sourcing and operating capabilities is well positioned to capitalise on distressed opportunities
  • 1,000+ professionals
  • 15 local platforms including Norfin, Whitestar, Europa Investimenti, Sansedoni, Vesting Finance, RNHB, Mica Real Estate, Eagle Street Partners, Maslow Capital, and BCC

Proven track record

Our impressive track record showcases our deep understanding of local markets, particularly how we secure investment exposure to high-quality real estate collateral throughout market cycles.

*Marketing arrangements: Investors are hereby informed that the Fund is no longer registered and that all relevant marketing arrangements of the Fund have been terminated.