MILAN, Broggi Palace - The Medelan, Piazza Cordusio

THE COMPANY

DeA Capital Real Estate SGR S.p.A. is the Real Estate Fund Management Company leader in Italy with a market share of a 22.5%. The Company manages 9.5 bln euro assets in 52 real estate funds 2 of which are listed on the Italian Stock Exchange MIV segment.
Dea Capital Real Estate SGR can relay on a wide investor base encompassing approximately 220 institutional investors


 

GOVERNANCE

De Agostini Group has 100% control of the Company.

PLATFORM OF THE ALTERNATIVE ASSET MANAGEMENT DE AGOSTINI GROUP

DeA Capital Real Estate SGR S.p.A. is a part of De Agostini's group alternative asset management pan-european platform.

Alternative Asset Management platform De Agostini Group

la-piattaforma-e-le-societa-estere

DeA Capital is the leading independent platform in the Alternative Asset Management sector, with investment activities in Private Equity and Real Estate, with € 12 billion AUM, over 400 Investors, 60 Funds and 200 Employees.
After the activation of the new companies in France and Iberia, the Group's internationalization continues with its debut in Poland.
Always through companies controlled by the Group and owned by local Senior Management Teams, with great experience in the sector.
The goal is to create a pan-European investment platform with the aim of investing in all sectors and with a diversified investment risk profile, from Opportunistic to Value-Add to Core +, on behalf of the Group and also for Institutional Investors. The Platform plans to develop further in target markets such as Germany and Luxembourg.

 

ROME, Headquarter, Via Mercadante

MANAGEMENT

Management and staff of DeA Capital Real Estate SGR provide the Company with high profile professional experiences, strategic and managerial skills, contacts and profitable relationships, innovation and credibility.
All the collaborators, in Rome and Milan, have a strong team spirit and a lot of positive energy.

PARTNERS

DeA Capital Real Estate SGR S.p.A. it boasts a large audience of partners made up of around 220 institutional investors and is a privileged interlocutor for Italian and international institutional investors. Institutional investors include the most important forms of Italian social PROTECTION, which consider the Company the reference point for its real estate management, the main Italian banks and insurance companies, pension funds and industrial companies.

INSTITUTIONAL INVESTORS

PUBLIC ENTITIES AND SECURITY INSURANCE

FONDAZIONE ENASARCO
enpam
inarcassa
cnpr
cassanazionalenotariato
FPC BPN
inps
EPAP

BANKS AND INSURANCE COMPANIES

uncredit
postevita
Cattolica Assicurazioni
Banco BPM
intesa
generali
unipolsai
Aviva
Bancapopolareemiliaromagna

INTERNATIONAL INVESTORS

creditagricolevita
GWM
oak
Tristan Capital
gic
TPG
apollo
yorkCapital
GreenOak
ELLIOT
Fosun
Aermont
hines

MAIN TENANTS

rinascente
accenture
uncredit
unilever
eni
Edison
regionelazio
unipolsai
telecom
huawei
intesa
ubi
saipem
thspace
AmericanExpress

FINANCIAL BANKS

Bank of America
bnpparipas
credit suisse
natixis
Aareal
Banco BPM
intesa
uncredit
ubi
ROME, ENI EUR, Piazzale Enrico Mattei

THE REAL ESTATE ASSETS

The real estate assets managed by Dea Capital Real Estate SGR consists of buildings of great historical / architectural and new built portfolios.
The key guidelines of its investment strategy can be summarized as follows:

  • Focus on assets’ quality
  • Moderate use of leverage
  • Preference for investments characterized by stable returns.

In 2018 assets managed by Dea Capital Real Estate SGR can be allocated as follows:

 

MILAN, Aliverti Palace, Via Broletto
BREAKDOWN BY INVESTMENT TYPE ACCORDING TO THE ASSETS'OVERALL VALUE
ROME, Pantheon Iconic Hotel, Via di Santa Chiara

HISTORY

The development over the years of the Company has always had the distinctive feature of innovation: DeA Capital Real Estate SGR launched the first publicly contributed Fund, listed the first retail Fund on the Stock Exchange. IT was the first to carry out the large real estate Sale & Lease Back operations with the main Italian banks and insurance companies.

2019 DeA Capital S.p.A. increases its holding in DeA Capital Real Estate SGR to 100% 
Launch of new funds: GO Italia V, Club Deal and High Garden.
2018 Launch of  new funds GO Italia III e GO Italia IV, Leone,  Tessalo,  Aedison, Aetmosphere, Fenice and Laurus.
After INPS release The De Agostini Group controls (94%) DeA Capital Real Estate SGR.
2017 In October 2017 IDeA FIMIT sgr changed its name to DeA Capital RE.
Launch of 6 new funds:  Broggi,  GO Italia II,  Milan Development 1, Diamond Value Added Properties, Renaissance and Lumiere.
2016 Launch of 6 new Funds: IDeA NPL, GO ITALIA I, Fondo Diamond Italian Properties, Fondo Roma Santa Palomba SH e Fondo Yielding.
2015 Theta Fund is divided into two segments: Focus and Officium
Launch of the "Ecovillage" project following the purchase/contribution of the area by Fondo IDeA FIMIT Sviluppo - Comparto Uno.
Start Fondo Civitas Vitae.
2014 Sviluppo del Territorio Fund  joined ITN share capital for development of Golfo di La Spezia
Launch of Moma and Ambiente Funds.
Launch of Armonia Fund.
2013 Assignment of Spazio Industriale Fund, previously promoted and managed by Pirelli RE SGR.
Launch of  IDeA FIMIT Sviluppo Fund and Housing Liguria Fund.
2012 Rating "M2-" validation by Fitch Ratings.
Launch of Rho Fund Sub-Fund Plus.
Launch of Agris Fund.
Launch of Venere Fund.
Launch Atlantic Value Added Fund (AVA).
Assignment of 8 assets by Duemme SGR.
2011
IDEA FIMIT SGR IS FULLY OPERATIONAL

Incorporation of First Atlantic RE SGR in FIMIT SGR.
Launch of Conero Fund.
Launch of Territorio Fund.
  FIMIT SGR FARE SGR
2010 Launch of Senior Fund, with the purpose of providing a wide range of services to the elderly (65+). Completion of a second contribution to the Omicron Plus Fund consisting of 179 UniCredit Group assets
2009

Launch of Omega Fund and Omicron Plus Fund, both reserved for qualified investors. In Omega Fund a total of 284 assets were contributed by Intesa Sanpaolo Group; in Omicron Plus Fund 72 UniCredit Group real estate properties were contributed.

Conclusion of the second contribution of 179 assets by UniCredit Group to Omicron Plus Fund.

Launch of Rho Fund, through the contribution of a real estate portfolio from Fondiaria SAI Group.

Upgrading of FIMIT Asset Manager Rating from “M3+” (Adequate) to “M2-” (Strong) from the international agency Fitch Ratings.

Launch of ATLANTIC 6 Fund reserved to qualified investors.

Launch of ATLANTIC 8 Fund reserved to qualified investors. The fund detains a portfolio, as of 30/06/2011, of retail assets for a value of € 33 mn.

Launch of ATLANTIC 12 Fund reserved to qualified investors that detains, as of 30/06/2011, 2 industrial assets, and one greenfield worth € 18mn.
2008

Launch of Eta Fund and Tau Fund - both reserved for qualified investors.

Launch of ATLANTIC 2 Fund – BERENICE, previously promoted and managed by Pirelli RE SGR.
2007   Launch of IPPOCRATE Fund, reserved to qualified investors that detains as of 30/06/2011 assets for a value of € 1,870 mn.
2006

Launch of Theta Fund, a reserved fund for institutional investors.

Placing of the Delta Fund collecting over € 210 mn from retail investors.

Launch of ATLANTIC 1 Fund, listed in the Borsa Italiana.
2005

Launch of Sigma and Gamma Funds, both reserved for qualified investors.

In October Beta Fund is also placed and listed on the market: requests for 203,900 units were submitted, against 161,085 existing units.

FARE SGR is created.
2002 Launch of Alpha Fund: the first Italian real estate public-contribution fund and the first real estate fund to be listed.  
1998 FIMIT SGR is created by the Italian state-owned MedioCredito Centrale bank and the INPDAP pension fund.  
  FIMIT SGR FARE SGR
  FARE SGR
2010 Completion of a second contribution to the Omicron Plus Fund consisting of 179 UniCredit Group assets
2009 Launch of ATLANTIC 6 Fund reserved to qualified investors.

Launch of ATLANTIC 8 Fund reserved to qualified investors. The fund detains a portfolio, as of 30/06/2011, of retail assets for a value of € 33 mn.

Launch of ATLANTIC 12 Fund reserved to qualified investors that detains, as of 30/06/2011, 2 industrial assets, and one greenfield worth € 18mn.
2007 Launch of IPPOCRATE Fund, reserved to qualified investors that detains as of 30/06/2011 assets for a value of € 1,870 mn.
2006 Launch of ATLANTIC 1 Fund, listed in the Borsa Italiana.
2005 FARE SGR is created.
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