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Real Estate Investment Structuring

Structuring a real estate investment 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. Which can be time and resource intensive.

Looking to structure your real estate investment?

The Ocorian real estate team - led by a blend of chartered surveyors, chartered accountants, lawyers and chartered secretaries - lives and breathes real estate. We combine these sector specialists with cutting-edge technology to ensure our clients and their investors receive an accurate, knowledgeable and helpful service throughout the life cycle of the 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 investment structuring services include:

  • Supporting the establishment of real estate fund investment structures
  • Unit trust administration
  • SPV administration
  • REIT administration
  • Limited partnership administration
  • General partner administration
  • Shari'ah-compliant investment structures
  • Real estate club deals and JVs
  • Transactional administration
  • Provision of directors and/or trustees to real estate fund structures
  • Real estate investor services
  • Accounting and financial reporting
  • Cash management services
  • Corporate and compliance services
  • FCA operator role
  • Real estate depositary services
  • Investor and manager portals
  • Carried interest vehicle administration and accounting services
  • FATCA and CRS services to real estate fund structures

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
  • International Fund Services of the Year - Channel Islands Global Fund Awards 2015

We’re a member of:

  • The Association of Real Estate Funds (AREF)
  • Investment Property Forum (IPF)

"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

Global Head of Alternative Investments

Channel Islands

See bio
Nick Terry

Executive Director

Channel Islands

See bio