Case Studies

Problem. Strategy. Outcome.

A selection of anonymized engagements. Client identities, exact figures, and transaction terms remain confidential — discretion is part of the mandate.

Engagement 014 · Logistics · Rhine-Main, Germany

A core-plus logistics acquisition for a Tel Aviv family office

Context

A multi-generational family office sought a defensive, income-producing position in core European logistics — large enough to anchor a new international sleeve, small enough to operate without a local platform.

Challenge

The target asset had a strong covenant but a six-year remaining WALT, atypical lease structure, and a tightening municipal zoning conversation that required local interpretation.

Strategy

We structured the acquisition through a German SPV with treaty-aligned financing, renegotiated the lease tail in parallel with closing, and embedded a local asset manager onto our retained team.

Outcome

Acquisition closed on plan with stabilized day-one yield, an extended WALT, and a stewardship structure now anchoring two further mandates in the same corridor.

Engagement 011 · Commercial · Benelux

Repositioning of a distribution warehouse for a private investor group

Context

An investor group held a large distribution facility nearing the end of its primary lease and faced a binary decision: re-lease at market or reposition the asset.

Challenge

The local market was bifurcating between modern last-mile and legacy distribution. Without intervention, the asset risked sliding into the wrong category.

Strategy

We commissioned a focused capex study, sourced a build-to-suit anchor through our local network, and structured a forward lease that pre-committed demand before construction began.

Outcome

The asset re-let at a meaningful premium on a new long lease, repositioned the holding for an institutional exit, and reset the client's expected return on the broader sleeve.

Engagement 009 · Residential · Prime Central London

Assembly of a prime residential portfolio for a family office

Context

An Israeli family office sought to assemble a prime central London residential portfolio for long-term preservation, dual-use, and eventual succession planning.

Challenge

Prime stock is largely off-market. Buying tactically in a soft window required discretion, patience, and a precise definition of what 'prime' meant for this family specifically.

Strategy

We defined a tight acquisition envelope by street, floorplate, and freehold profile, then sourced through private vendors and discreet introductions over twelve months — declining the majority of opportunities we surfaced.

Outcome

Three properties acquired below replacement cost, structured for succession, and now under coordinated stewardship — with a fourth identified for the next family generation.

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