Real Estate

Tailored Solutions for Real Estate Investments

At Fundamentals, we understand the intricate challenges associated with real estate investments. As specialists in establishing Special Purpose Vehicles (SPVs) and property holding structures, we provide tailored solutions to streamline your operations.

The complex regulatory landscape for global funds can be challenging for real estate managers to oversee themselves. Our specialist funds teams monitor all local, regional and global changes ensuring that your entities remain compliant.

Comprehensive Support for Investment Structures

We work closely with investment managers, asset managers, sovereign wealth funds, pension funds, banks, and private clients to facilitate the establishment of a wide range of structures, including SPVs and funds. Whether private, open-ended, or close-ended, our solutions effectively manage real estate investments and administer associated entities.

Real estate structuring services

Establishment and launch of real estate structures: We are experts at establishing single or multi-jurisdictional real estate structures incorporating different styles and types of entities, including listed and regulated funds, SPVs, companies, partnerships and unit trusts. With our legal expertise, global reach and technical know-how we can help you launch large and complex structures across multiple jurisdictions. We act as one business across those locations, ensuring a seamless approach.

Real estate administration

We provide a full suite of real estate administration services throughout the fund lifecycle, including SPV administration, company secretarial, provision of directors and registered office.

Real estate accounting

Our accounting teams not only provide day-to-day fund accounting for real estate structures but are able to make all the necessary calculations of net asset value for your funds. In addition, we will prepare fund reporting and financial statements in accordance with applicable GAAP.

Provision of corporate secretarial services

Our company secretaries maintain statutory registers, books and records of the company, making statutory filings where required. We also provide assistance to the board of an entity by organising AGMs, calling for board meetings, producing board packs, preparing minutes and assisting directors on corporate governance matters.

Provision of directors and trustees

We provide directors and trustees to investment structures: FATCA and CRS services, Provision of responsible officer, Annual review of investor status and legal entity status, Prepare and file annual reports for each legal entity, Provide support in completing and responding to requests for self-certification of the FATCA/CRS status of each legal entity, FATCA/CRS GIIN registrations, Proceeds of Crime (PoC) appointments, XML file generation to submit FATCA/CRS reporting, 
FATCA/CRS audits

Investor services

We understand how critical it is for your investors or JV partners to have as positive an experience as possible from the very start of your relationship. Our investor services team provide all the necessary onboarding, including anti-money laundering and know-your-customer checks. Beyond this, we can prepare and provide investor reports and statements through our technology platform and ensure that distributions are made on time.
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