FLOS Capital is a skilled investment manager which spans all complementary investment capabilities and services including the design of asset allocation programs, deal sourcing, transaction execution, vehicle structuring and financing. We develop differentiated, best-in-class investment programs across sectors and geographies and generate deal flow by constantly screening the markets. FLOS Capital has a demonstrated ability to source proprietary, off-market deal flow.
The management has successfully closed over € 2bn of direct real estate acquisitions and sales throughout Europe and has a proven track record of large scale and complex asset and share deal execution. Single lot sizes range between € 30m and € 260m.
Capital and Funding
FLOS Capital’s extensive network of relationships reaches out to active investors worldwide enabling our clients to raise additional quality capital at a fast pace. The prior experience of the management in structuring and marketing large private placements and club deals with the world’s biggest wealth manager allows us to identify and target those equity sponsors most qualified for the specific objective to co-invest. FLOS Capital especially works with accredited UHNWI that have the potential to invest in schemes with an individual stake from € 20m to € 200m of equity.
FLOS Capital’s clients also benefit from a depth of expertise and network in the European lending industry, the management having sourced and managed the financing and re-financing of over € 1.4bn of real estate in the past.
FLOS Capital has extensive experience working with and running mandates for UHNWI clientele. This experience, rooted in a long career record within the customized solutions unit of UBS, extends to tailor-made fund structuring as well as to non-discretionary mandates including Sharia compliant set-ups. We manage non-discretionary and discretionary accounts through educated decision making and performance-oriented fee basis.
The implementation of efficient investment processes allows us to act with speed and to capture unique acquisition opportunities on behalf of single clients. FLOS also advises private clients on investment strategies, asset manager selection and control as well as on refinancing of distressed debt situations.
FLOS Capital establishes a business plan for each asset identifying a clear roadmap to enhance revenues, file a proper documentation and build the optimal case for exit. Together with our affiliated firm and its local operating platform throughout Germany and Switzerland, we maximise value by proactively managing commercial real estate: we manage rental and service charge income and reconciliations, find tenants, negotiate terms and perform rent reviews on the ground and manage capital expenditure and repair programmes, suppliers and utility service contracts.
FLOS Capital assists with advice in the set-up and implementation process of efficient investment structures that best fit the investor’s objectives and best navigates all surrounding legal and tax complexities. We have proven experience in designing European club deal investment schemes and in investigating optimized allocation scenarios of private investor capital between share capital, shareholder loans and other funding sources. By efficiently orchestrating counsels for legal, tax and business tasks in the creation of the structure, we aim to optimize the overall corporate set-up. FLOS Capital is not acting as legal or tax counsel.
FLOS Capital also provides project-specific consultancy for investments or business development initiatives in Italy. The leadership is fluent in the Italian language, possesses Italian surveyor qualifications and has undertaken large scale commercial real estate transactions in Milan. Further niche capabilities extend also to project related advisory on general contracting and document drafting for construction assignments in the context of development or large scale refurbishment activities.