UBS Investment Foundations

About UBS Investment Foundations

UBS Realty Investors is an institutional investment adviser and real estate manager headquartered in Hartford, Connecticut, and a subsidiary of UBS AG. It was established in 1996 as a legal entity, with roots in the U.S. market going back to 1978. Its mandate is to give institutional clients diversified exposure to high-quality real estate through a disciplined investment process. The strategies it manages are built around the risk and return objectives of a global investor base that includes pension funds and other large institutions. Having worked through multiple market cycles, the organization has built a significant presence in the domestic property sector. Primary asset classes are commercial and multifamily real estate, plus specialized capabilities in farmland, which has over 40 years of experience behind it. The platform targets diverse U.S. geographic markets with strong economic fundamentals and growth potential. Core and value-added approaches are used, through structures such as wholly owned properties, joint ventures and participating mortgages. The firm operates as UBS Realty Investors LLC, which is registered with the U.S. Securities and Exchange Commission as an investment adviser, and it uses deep sector expertise to enhance value and generate competitive risk-adjusted returns. Clients are public and corporate pension plans, endowments and foundations. The firm is part of a global real assets business with a footprint across the Americas, Europe and the Asia-Pacific region, which supplies resources and market intelligence for its investment decisions. After nearly five decades of continuous U.S. operation, its capabilities now also include infrastructure and food and agriculture. It combines local market knowledge with the global reach of its parent organization across the real assets spectrum.

Real estate mandate

Contacts at UBS Investment Foundations