Development and Funds Management

Return target or risk target?

Investment Management is fundamentally about generating ideas and implementing these ideas.  Swing has considerable experience in generating investment concepts and fund strategy through to governance, equity raising, investor reporting and execution within the funds management environment.  Swing’s approach is to manage the relationship with critical stakeholders well and shareholders will benefit.

Insight

Income investments are designed to deliver a steady income stream backed by contractual rent from commercial properties. Lease terms often range from 2-20 years, signed off by high credit-rated national and multinational companies as well as government entities. This makes them inherently defensive investments favoured by income investors. It is purpose built to attract conservative, risk-averse investors that depend on regular income rather than less predictable capital growth.

Yet it is exceptional capital growth that has grabbed the attention of many investors looking to supercharge their investment and deliver a higher return.  Moving even further towards development vehicles provides an even higher risk return profile.  While development funds are seemingly attractive, the limitation on the fund structures in a bear market to equity calls, debt refinancing and restructuring often makes these funds difficult to manage and deliver on expected returns.

Swing’s experience in managing core plus and development vehicles is focused on a deep commitment to research to forecast superior returns in a risk mitigated investment.  Swing is particularly focused on the core plus sector where alternative exit strategies are more likely to be available to provide choice rather than be a forced seller under difficult conditions.

Contact Swing if you would like to discuss further.