Prelios SGR's mission is to act as a strategic partner for real estate investors by offering outstanding asset management capabilities and integrated solutions that create real value
Established in 2003, Prelios SGR is a unique success story in Italian real estate investment. It launched Italy's first private seeded real estate fund for retail investors, Tecla, and the first private seed real estate fund for institutional investors, Cloe, in 2004.
The company, authorized and supervised by the Bank of Italy, is active in promoting, setting up and managing real estate investment funds and SICAFs (Società di Investimento a Capitale Fisso - fixed capital investment companies), in managing third-party separate accounts, in providing advisory services for major national and international investors.
Traditional asset management activities through property funds, along with integrated services such as asset management and advisory mandates, have made Prelios SGR a market leader. It takes an active and dynamic approach to real estate management, identifying, for each property, the best development strategy to match the client’s general asset allocation and create value.
In addition to the traditional funds, which remain a key priority for the company, Prelios SGR has identified other market strands with innovative products, including:
- Initiatives to support local areas and the Italian economy in general, notably the PAI Fund, whose A compartment is dedicated entirely to the FICO - Fabbrica Italiana Contadina - Eataly World project, the largest agri-food park in the world, which opened in Bologna in late 2017.
- SICAFs: Prelios SGR has launched an externally managed SICAF, owned by a leading institutional investor, thus increasing the range of products offered to the market.
The quest for innovation, along with a focus on traditional investments has fueled the generation of new AUM, as well as a rise in the number of subscribers. The products managed by Prelios SGR currently rely on over 140 leading institutional investors, both Italian and international.
Today, Prelios SGR focuses exclusively on management of real estate investments, mainly for national and international institutional investors with a high standing (including the main Italian pension funds, public entities, international institutional investors, banks, insurance companies and sovereign funds). It has developed considerable expertise in providing services tailored to the needs of these types of investors, who require maximum transparency and efficiency in management and reporting processes.
Prelios SGR offers standards and oversight of the highest level in terms of governance, risk management and transparency, while maintaining operating flexibility. It has obtained ISO 9001:2015 quality certification, issued by the international independent company IMQ, confirming its ongoing commitment to setting the lead in international best practice.