UBS Realty Investors manages real estate investments for institutional clients, including corporations, state and municipal governments, and foundations. UBS Realty offers investment advisory services through commingled funds and separately managed accounts, specializing in acquiring, managing, developing, and disposing of direct real estate properties like apartments, office buildings, retail, industrial complexes, and hotels. UBS Realty utilizes strategies ranging from acquiring existing unleveraged investments to developing projects with significant leverage.
Fee Structure
UBS Realty Investors manages assets for clients in separately managed accounts and commingled funds. Fee schedules for separately managed accounts are negotiable and vary based on the complexity and value of services, client objectives, investment amount, and scope of client servicing. Clients invested in commingled funds pay fees based on the fee schedule disclosed in the fund's offering materials. The fee can be fixed or a combination of a percentage of purchase price or sales proceeds, a percentage of assets under management, a percentage of account income, and a performance-based fee.