Heitman International LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Heitman International LLC manages private equity real estate investments. For new investment funds or special purpose entities, Heitman defines the investment objectives and strategies. For separate account clients, Heitman collaborates with the client to establish investment goals. Heitman provides investment advice from the beginning of the investment through the eventual sale or exit.

Assets Under Management$290M
Clients4
AdvisorsN/A
Avg. per Client$72M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)

Heitman International LLC's fees may include:

  • An annual portfolio management fee based on a percentage of invested capital, original investment cost, net asset value, carrying values, or a percentage of net operating income, generally ranging from 0.55% to 1.50% per year. Alternatively, a negotiated fixed annual fee may be charged.
  • Performance or incentive fees based on realized or unrealized gains exceeding a national index, predefined benchmark, or investment return hurdle.
  • A financing fee, ranging from no fee to 1% of the amount borrowed or refinanced, or a negotiated fixed fee.
  • Fees relating to acquisitions, dispositions, or development.
  • A separate fee for asset management services in conjunction with third-party advisors, based on income collected or net asset value, carrying value, invested capital, or investment cost.
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Heitman International LLC | TrueAdvisor