Strategy
Competitive Advantage
Forma Fund focuses on markets and strategies that enable capitalisation of its competitive advantages, namely:
Intimate knowledge of the focus markets
Strong asset-management capabilities based on vast managerial experience
Innovative, flexible, open-minded, out-of-the-box thinking
Agile, quick decision-making, enabling swift action on off-market opportunities
Investment Approach
GEOGRAPHIC LOCATIONS
The Netherlands, UK, Northern Italy and Rome, and Switzerland
ASSET TYPE
Commercial properties, mainly office and retail, in urban areas in the target countries
DEAL TYPE
Core-plus to value-added
DEAL SIZE
€15-100 million
PLATFORM
Fully-integrated platform with a professional team
HOLDING PERIOD
Medium term
LEVERAGE
Up to 65% on a portfolio basis
Disciplined Investment Process
Forma Real Estate Funds is a full-service, integrated platform that follows a welldefined, disciplined investment process.
With an on-the-ground presence in the target markets, Forma is involved in every step of the investment process, from acquisition to asset management to disposition.
Forma optimizes performance by establishing strong relationships with tenants, brokers and financial partners.
