Core-Plus Mathematics Project

EQS-News: Montano Real Estate and Beyond Real Estate Holding acquire attractive multi-tenant commercial property in Erfurt, Germany

Retrieved on: 
Tuesday, November 7, 2023

Montano Real Estate and Beyond Real Estate Holding acquire attractive multi-tenant commercial property in Erfurt, Germany

Key Points: 
  • Montano Real Estate and Beyond Real Estate Holding acquire attractive multi-tenant commercial property in Erfurt, Germany
    The issuer is solely responsible for the content of this announcement.
  • Montano Real Estate and Beyond Real Estate Holding acquire attractive multi-tenant commercial property in Erfurt, Germany
    Munich, 3 November 2023 - Montano Real Estate GmbH ("Montano", www.montano.eu), a highly specialized partner for investments in commercial real estate, has added another attractive property to its commercial real estate portfolio together with Beyond Real Estate.
  • The cooperation with Beyond Real Estate was thus expanded to a portfolio worth over 400 million.
  • Further investments in German commercial real estate are planned for the coming months.

Vanguard to Expand Active Fixed Income Lineup with Launch of Two Active Bond ETFs

Retrieved on: 
Friday, September 22, 2023

VALLEY FORGE, Pa., Sept. 22, 2023 /PRNewswire/ -- Vanguard today announced plans to introduce Vanguard Core Bond ETF (VCRB) and Vanguard Core-Plus Bond ETF (VPLS), two active fixed income ETFs that will be managed by Vanguard Fixed Income Group.

Key Points: 
  • VALLEY FORGE, Pa., Sept. 22, 2023 /PRNewswire/ -- Vanguard today announced plans to introduce Vanguard Core Bond ETF (VCRB) and Vanguard Core-Plus Bond ETF (VPLS), two active fixed income ETFs that will be managed by Vanguard Fixed Income Group.
  • Vanguard Core Bond ETF and Core-Plus Bond ETF are designed to provide clients with single-fund fixed income holdings that are broadly diversified across a range of sectors, credit qualities, and maturities.
  • Vanguard Core Bond ETF will have an estimated expense ratio of 0.10% while Vanguard Core-Plus Bond ETF will have an estimated expense ratio of 0.20%.
  • Vanguard Fixed Income Group is the world's largest manager of bond mutual funds and ETFs, overseeing the full spectrum of fixed income asset classes and sectors.

Caliber Launches Core+ Growth & Income Fund

Retrieved on: 
Thursday, June 15, 2023

The Fund offers investors the opportunity to enjoy a certain level of liquidity, coupled with the potential returns of a moderate risk growth and income fund.

Key Points: 
  • The Fund offers investors the opportunity to enjoy a certain level of liquidity, coupled with the potential returns of a moderate risk growth and income fund.
  • “The attributes of this Fund reflect what our investors are looking for,” said Chris Loeffler, Chief Executive Officer of Caliber.
  • Our Core+ Growth and Income Fund will provide our investors with a more balanced approach to liquidity and attractive risk-adjusted returns.
  • The Fund offers a differentiated investment strategy from Caliber’s established funds, including Caliber Tax Advantaged Opportunity Zone Fund II, LLC and Caliber Opportunistic Growth Fund III, LLC, which are aggressive growth funds.

J.P. Morgan Asset Management Hires Interest Rates Expert Priya Misra

Retrieved on: 
Monday, June 5, 2023

NEW YORK, June 5, 2023 /PRNewswire/ -- J.P. Morgan Asset Management today announced that Priya Misra will join the firm as a managing director and portfolio manager on the Core Plus team in its Global Fixed Income, Currency & Commodities (GFICC) business.  Ms. Misra starts with the firm in August and will report to Kay Herr, Head of Research and incoming U.S. Chief Investment Officer for GFICC. 

Key Points: 
  • Ms. Misra joins J.P. Morgan from TD Securities, where most recently she was the Head of Global Rates Research.
  • "We are thrilled to bring Priya on board and add her significant rates markets expertise to our team of skilled investors," said Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities for J.P. Morgan Asset Management.
  • The average portfolio manager at J.P.  Morgan Asset Management has over 20 years of experience and the firm retains 96% of its top talent.
  • She has a postgraduate diploma in management, majoring in finance, from the Indian Institute of Management, Bangalore, India.

EQS-News: Golding Capital Partners GmbH: Golding continues successful infrastructure co-investment strategy with third-generation fund

Retrieved on: 
Saturday, April 15, 2023

International deal flow from broad Golding network remains strong, especially in market segments driven by megatrends

Key Points: 
  • International deal flow from broad Golding network remains strong, especially in market segments driven by megatrends
    Munich, 13 April 2023 – The launch of the Golding Infrastructure Co-Investment 2023 fund marks the third generation of a successful co-investment strategy, offering institutional investors direct access to infrastructure assets with selected, experienced fund managers.
  • Golding works exclusively with experienced fund management partners that practise an active asset management strategy.
  • Thanks to its wide range of existing relationships with successful fund managers, Golding has excellent sources of high-quality deal flow and has invested approximately €1 billion in co-investments to date.
  • “Our LPs have clearly indicated their substantial interest in a continuation of our co-investment fund strategy.

EQS-News: Montano Real Estate GmbH closes 2022 with positive result in challenging market environment with transaction successes in all asset classes

Retrieved on: 
Thursday, February 2, 2023

Munich, 31 January 2023 - Montano Real Estate GmbH ("Montano", www.montano.eu), one of the leading independent investment specialists in the German commercial real estate market, was able to close the past financial year 2022 with a positive result thanks to an expansion of its business segments and transaction successes in all asset classes relevant to the company.

Key Points: 
  • Munich, 31 January 2023 - Montano Real Estate GmbH ("Montano", www.montano.eu), one of the leading independent investment specialists in the German commercial real estate market, was able to close the past financial year 2022 with a positive result thanks to an expansion of its business segments and transaction successes in all asset classes relevant to the company.
  • "2022 was a real challenge for all market participants: geopolitical crises, a sharp rise in inflation and - particularly relevant for our industry - a significant increase in interest rates.
  • "Despite the difficult market situation, we successfully closed deals last year in all asset classes we actively manage.
  • These successes show that we have established ourselves as a reputable partner in the German commercial real estate market over the past ten years."

Golding Capital Partners GmbH: Golding Launches First €300 Million Energy Transition Fund of Funds

Retrieved on: 
Tuesday, October 11, 2022

Golding Capital Partners, one of Europes leading independent asset managers for alternative investments, is expanding its product range with the first specialised fund of funds for the energy transition.

Key Points: 
  • Golding Capital Partners, one of Europes leading independent asset managers for alternative investments, is expanding its product range with the first specialised fund of funds for the energy transition.
  • With Golding Energy Transition 2022 Golding intends to make an active contribution to achieving the goals defined by climate agreements.
  • The focus will be on European (60 per cent ) and North American (40 per cent ) investments in solar and wind energy, energy storage technologies, and other technologies that enable and advance decarbonisation and the energy transition.
  • With 5.7 billion under management in the asset class, the existing portfolio already includes many investments in the energy transition.

EQS-News: Golding Capital Partners GmbH: Golding launches first €300 million energy transition fund of funds

Retrieved on: 
Tuesday, October 11, 2022

Golding Energy Transition 2022 to invest in infrastructure for the energy transition focussing on solar and wind energy, energy storage technologies and decarbonisation

Key Points: 
  • Golding Energy Transition 2022 to invest in infrastructure for the energy transition focussing on solar and wind energy, energy storage technologies and decarbonisation
    Broad diversification across some 10 funds, plus up to 20% co-investments in Europe and North America
    Target return of 6,0 to 7,0 % net IRR p.a.
  • With Golding Energy Transition 2022 Golding intends to make an active contribution to achieving the goals defined by climate agreements.
  • The focus will be on European (60 per cent ) and North American (40 per cent ) investments in solar and wind energy, energy storage technologies, and other technologies that enable and advance decarbonisation and the energy transition.
  • With 5.7 billion under management in the asset class, the existing portfolio already includes many investments in the energy transition.

DGAP-News: Montano Real Estate GmbH with successful first half of 2022 in challenging market environment

Retrieved on: 
Tuesday, July 12, 2022

Munich, 12 July 2022 - Montano Real Estate GmbH ("Montano", www.montano.eu), one of the leading independent investment specialists in the German commercial real estate market, looks back on a successful first half-year.

Key Points: 
  • Munich, 12 July 2022 - Montano Real Estate GmbH ("Montano", www.montano.eu), one of the leading independent investment specialists in the German commercial real estate market, looks back on a successful first half-year.
  • The transaction volume in the first half of 2022 was around 280 million euros and fully in line with planning.
  • In the first six months of 2022, twelve leases for a total of 11,500 sqm were also concluded.
  • Montano Real Estate GmbH is one of the leading independent investment specialists in the German commercial real estate market with offices in Munich, Frankfurt and Berlin.

CIM Group and Tides Equities Acquire Largest Market Rate Apartment Community in Phoenix

Retrieved on: 
Tuesday, March 1, 2022

Del Mar Terrace is the largest market rate apartment community, based on unit count, in the greater Phoenix area, and the sale, based on price, is the second-largest, single asset, multifamily sale in Arizona history.

Key Points: 
  • Del Mar Terrace is the largest market rate apartment community, based on unit count, in the greater Phoenix area, and the sale, based on price, is the second-largest, single asset, multifamily sale in Arizona history.
  • CIM Group is actively acquiring well-located apartment communities in growth markets with strong demographics, and nearby retail, entertainment and recreation amenities such as Del Mar Terrace.
  • This is an established community where we will invest in program of improvements that will benefit current and future residents, said Shaul Kuba, Co-Founder and Principal, CIM Group.
  • As the largest fully market rate property in Arizona, Del Mar Terrace provides Tides Equities and CIM immediate scale in a submarket that continues to see exceedingly strong rent growth and upward trajectory.