_New Investment Platform for Private Markets in Real Estate emerges
_NBS Alliance gives professional investors access to diversified real estate investments across different market cycles
_Acquisition of Horizon Tower first joint real estate project
Real estate investor NAS Invest, Zurich-based private bank Bergos and the Hamburg-based consulting firm for corporate finance and asset management Sollors & Co. combine their expertise to provide opportunities for investors in real estate projects across different market cycles. NBS Alliance is an investment platform that will encompass investments across the entire capital structure and according to individual risk-return preferences.
NBS Alliance brings together three independent partners whose respective expertise provides a unique and fully complementary solution for qualified investors. NBS Alliance combines the long-standing real estate and capital markets expertise of NAS Invest and Sollors & Co. with the tradition of sophisticated asset management of Bergos AG. Through the NBS Alliance investment platform, professional investors gain access to a multi-dimensional product portfolio that is constantly being expanded in line with investor preferences and opportunities arising on the market side.
As the first joint real estate project, NBS Alliance was able to realize the Horizon Tower Frankfurt Eschborn as part of a club deal. The closing of the Horizon Tower took place on 28 September 2022. NAS Invest took over all real estate related tasks such as transaction, asset and financing management for this club deal. Bergos as well as Sollors & Co provided access to their respective core investors in this transaction.
“This alliance and the resulting platform allow investors to join highly successful family entrepreneurs and institutional investors to invest in unique properties that would otherwise only be accessible to a small group of investors. With the Horizon Tower, we have successfully mastered the first joint step,” says Dr. Peter Raskin, CEO of Private Bank Bergos.
“Professional investors allocate a significant portion of their liquidity to alternative asset classes such as private equity and real estate. In this context, investments in real estate offer diversification advantages and attractive risk-adjusted returns, especially in volatile market situations. We offer our investors real estate opportunities with high flexibility, sustainability and value creation potential,” emphasizes Steffen Ricken, CEO and Managing Partner of NAS Invest.
“Entrepreneurship and independence – that’s what our three houses have in common. By combining our expertise, we can now provide our clients with attractive opportunities for real estate investments as strong, long-term partners, always keeping an eye on the risks and opportunities of the market,” adds Guido M. Sollors, founder and partner of Sollors & Co.
Bergos AG is an independent Swiss Private Bank with a focus on Private Wealth. Bergos emerged in 2021 with a new shareholder base from its former mother company, Joh. Berenberg, Gossler & Co. KG, founded in 1590, and has been serving international private clients and entrepreneurs in the Swiss financial center for over thirty years. Its headquarters are in Zurich with an office in Geneva. The Swiss Private Bank is dedicated to “Human Private Banking” and specializes in wealth management and advisory services. With more than 100 employees, the focus is on providing expert guidance in all known liquid and non-liquid asset classes, as well as alternative investments such as real estate, private equity and art. For entrepreneurial clients, Bergos offers access to M&A and other corporate finance services. Bergos AG offers private clients, entrepreneurs and their families a holistic, intergenerational service that focuses on security, neutrality, internationality and openness to the world, in addition to investment recommendations.
Further information is available at www.bergos.ch
SOLLORS & CO
Sollors & Co. acts as advisor for corporate finance – M&A and debt advisory – and asset management, independent of outside shareholders and interests. Clients are large, mostly owner-managed (family) businesses, but also listed companies. Additionally, Sollors & Co. maintains a broad and international network of entrepreneurial investors as well as multi- and single family offices and selected financial institutions.
Further information is available at www.sollors.com