Real Estate Equity

Our strategic advantage in opportunistic real estate

Arrow’s real estate strategy is centred on generating opportunistic returns by acquiring granular, off-the-run properties that offer significant value-add and repositioning potential. These properties are often sourced from stressed sponsors or lenders, capitalising on the unique market conditions to secure valuable investments.

Real Estate Strategy

Arrow focuses on acquiring properties that have meaningful potential for value addition and repositioning, aiming to generate high returns. These transactions are sourced locally through Arrow’s own platforms, allowing for a granular approach to each investment. This strategy is designed to capitalise on the unique opportunities that arise from market dislocations and stressed real estate assets.

Market Opportunity

The current higher rate environment presents significant downward valuation pressure and liquidity challenges, leading to increasing instances of distressed properties. Despite these challenges, the operating fundamentals remain strong across Arrow’s target sectors, which include Residential, Last Mile Logistics, Leisure, and Hospitality. These sectors continue to benefit from strong demand and limited supply, underpinning the attractiveness and viability of investments.

Platform and Track Record

Arrow has been a prominent player in the European real estate market for approximately 20 years, managing around €18 billion in assets. With 15 locally based real estate platforms, Arrow facilitates effective sourcing, transaction execution, and business plan oversight. This infrastructure supports Arrow’s proven track record in European real estate investing.

Competitive Advantage

Arrow’s local platforms provide on-the-ground origination capabilities, essential for accessing and capitalising on market-specific opportunities. Arrow’s extensive experience in workouts and restructuring, gained through its history as a distressed investor, and its highly experienced senior investment team, further enhance its competitive position in the market.