Shelter Rock offers independent capital raising and related advisory services to real estate investment managers, operators and investors.
Structures & Customized Vehicles
- Closed & Open-Ended Funds
- Separate Accounts
- GP Funds
- Joint Ventures
- Continuation Vehicles
Global Reach to Institutional Investors
- Public Pensions
- Corporate Pensions
- Sovereign Wealth Funds
- Multi-Family Offices
- Single Family Offices
- Registered Investment Advisors
- Insurance Companies
- Outsourced CIOs
- Wealth Managers
- Bank Platforms
Shelter Rock’s professionals have significant prior real estate capital raising experience, offering unique insights into the global real estate private equity markets.
ASIA & AUSTRALIA
ASIA & AUSTRALIA
For distribution outside of the United States, Shelter Rock partners with local sub agents or relies on international broker dealer exemptions.
Shelter Rock firmly believes that thoughtful preparation is a pre-requisite to a successful capital raise.
Shelter Rock accepts only a small number of new clients each year. Before commencing a mandate, Shelter Rock conducts thorough diligence on each manager asking many of the questions that investors will ask during their due diligence, often including analysis of historical track records, background checks on key principals, evaluation of structure and alignment of interests, amongst other criteria. Importantly, Shelter Rock seeks clients that are committed to being exceptional fiduciaries to their investors.
Shelter Rock’s attention and focus from senior members allows it to offer effective solutions with a high level of accountability and coordination.
- Project Management
- Marketing Material Development
- New Product Development
- Feasibility Assessments
MINORITY STAKE SALES
Real Estate Obsolescence, Portfolio Risks and Opportunities
In today’s disruptive digital era, obsolescence feels more present, and more of a threat, than ever before.
When it comes to meeting private real estate LPs for the first time, GPs need to ensure they do their homework
The Annual Meeting
The annual investor meeting is a critical tool in strengthening LP relations, but many fail to deliver what investors need