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Real Estate Investment Structuring

Streamline your operations

Both the structure of real estate investments and the funds themselves can be complex. You need to bring together information from multiple sources to see the lay of the land, and then transfer the administration of existing entities and structures so it’s all under one roof. This can be time and resource intensive.

Led by a blend of chartered surveyors, chartered accountants, lawyers and chartered secretaries, our real estate team combines experience with cutting-edge technology to ensure our clients and their investors receive an accurate, knowledgeable and helpful service throughout the life cycle of their fund or investment.

For nearly 50 years we have administered a wide range of structures and SPVs including property unit trusts, limited partnerships, REITs, and companies, covering a spread of jurisdictions and asset classes.

We recognise that each asset has its nuances and so we ensure the administration team working on your portfolio takes the time to get to know and understand you, your investors and the property.

What we do

As an independent service provider, our core focus is to uphold best in class delivery of fiduciary, administration and accounting services related to all types of real estate asset classes.

Our teams span multiple jurisdictions, and we administer more than US$40 billion of real estate assets with individual structures ranging from US$50 million to US$6 billion.

We harness technology to deliver robust, scalable, user-friendly solutions that ensure the accuracy and timeliness of our services.

Our real estate services include:

  • Establishment and launch of real estate investment structures
  • Limited partnership administration
  • General partner administration
  • Unit trust administration
  • Registered office
  • Real estate club deals and JVs
  • REIT administration
  • Fund of funds
  • Fund formation
  • Fund accounting
  • Fund administration
  • Regulatory reporting
  • AIFM & ManCo
  • Registrar and transfer agency
  • Ancillary support
  • Substance
  • Manager of managed entity
  • SPV and corporate
  • Transactional administration
  • Investor services
  • Provision of directors and trustees to investment structures
  • Cash management services
  • Carried interest vehicle administration
  • Company secretarial and registrar services
  • FATCA and CRS services
  • AIFMD real estate depositary and FCA operator services

We’ve won the following awards:

  • Best Fund Services Provider, Investment Week Fund Services Awards 2018
  • Best Specialist Fund Service Solution, Investment Week Fund Services Awards 2017
  • Best Local Fund Administrator, Private Equity Africa Annual GP and Advisor Awards 2017
  • International Fund Services of the Year, Channel Islands Global Fund Awards 2015

Memberships

  • Invest Europe
  • British Private Equity and Venture Capital Association (BVCA)
  • The Association of Real Estate Funds (AREF)
  • The Association of the Luxembourg Fund Industry (ALFI)

"What sets Ocorian apart from the competition are the people. Not only are they efficient and demonstrate a strong desire and willingness to get the job done, but more importantly they understand real estate and provide a great service at every level across the organisation."

CROMWELL PROPERTY GROUP

Connect with us

Simon Burgess

Head of Alternative Investments

Jersey

See bio
Nick Terry

Executive Director - Alternative Investments

Jersey

See bio