Investment Philosophy
Our goal is to make real estate investment management as boring as possible. Restated, we attempt to assume as little risk as possible in the pursuit of the targeted returns agreed with our clients for each and every fund strategy. When we do assume risk, which we must do to be active and productive in investing capital, our goal is to be sure that we get very well compensated for doing so. We are intensely focused on this risk/return tradeoff and we believe this focus and attention is directly responsible for the firm's exceptional track record of performance (low return dispersion and absolute returns) across several market cycles and several years to date.
At Blackriver Finance, we take great pride in being excellent deal makers but more importantly, we take as much pride in being exceptional risk managers. As such, our team is focused on identifying and analysing risks to be incorporated into the underwriting and business plan so they can be adequately mitigated. Once all assets have been acquired for the Fund, all areas of risk are monitored on an ongoing basis. Both during underwriting and during the hold period, our team continues to combine input from the research team, the investment team, the asset management team, the Fund operations team and the senior directors and local operating partners who are on the ground in the markets.

Our philosophy is that all fund investment strategies should benefit from the multitude of accumulated experience and expertise of the team. Blackriver Finance believes that keeping the acquisitions team perpetually in the market investing capital from separate funds across two distinct strategies (generally with minimal overlap in the investment period) has been a tremendous competitive advantage in sourcing deal flow. All of Blackriver Finance professionals share responsibilities across the two fund strategies which the Firm has run successfully over the past 17 years. In both the value-added / opportunistic fund and core-plus series, Blackriver Finance aims to acquire assets whose value can be enhanced under Blackriver Finance ownership and sold into the demand from institutional buyers for high quality core real estate assets that are well located and have a strong income profile.

The value-added / opportunistic European Property Investors fund series (target IRR of 15-16% net) focuses on assets where there are several identifiable and correctable impairments (i.e. the asset requires restructuring, improved management, re-leasing, recapitalisation and / or redevelopment in order to improve its economic potential and institutional appeal / liquidity). As such, these value-added investments have significantly more intensive asset management and capex requirements, and a wider range of possible return outcomes. This strategy will generate more “back-ended” returns, with assets that upon stabilisation produce a moderate level of current income (c. 3-5% per annum). A distinctive feature of Blackriver Finance approach to value-added / opportunistic investing is its intensive focus on risk management and the resulting low variability of returns.

The core-plus Curzon Capital Partners fund series (target IRR of 11-12% net) focuses on assets with typically only one correctable impairment (e.g. restructuring, refurbishment or leasing) that Blackriver Finance can improve or repair and for which the fund can be well-paid. This strategy is designed to generate returns with a higher proportion of current income.
Combined input
Enhanced value
Returns with a higher proportion of current income
Dedicated research group
Real estate is inherently cyclical and earning a return on clients' capital requires an ability to manage through this cycle. Blackriver Finance has a dedicated research group that is responsible for developing strategic and tactical ideas, allowing the firm to respond appropriately to this challenge as it seeks to maximise risk-adjusted returns. Blackriver Finance proprietary research is specifically designed to allow us to maintain conviction in our decision-making even when confusion and uncertainty prevails as markets move and change.
Research & Strategy
Research tools that support
Developing a responsive, insightful research team is not just a matter of juggling information. In the investment management business, your ability to predict future trends and spot opportunities early depends on building the right tools for strategic analysis.
Our execution and investment expertise is always supported by top-class research. Working with Blackriver Finance gives you direct access to an innovative and far-sighted in-house team, supplying data-driven guidance on all major investment decisions.
Investment Strategy
How to turn a good asset into a great investment
Blackriver Finance believes opportunities arising in the next few years will be amongst the most exciting of the past two decades. It’s a bold claim to make, but the fact is that significant investment opportunities are opening up across Europe, due to dislocation in the real estate markets caused by the credit crunch and the subsequent economic turmoil. In this context, investors who partner with the right managers are perhaps set to realise very attractive risk-adjusted returns.
Strategies to challenge the market
Blackriver Finance investment approach encompasses opportunistic / value-added (EPISO fund series) and core-plus (CCP fund series) strategies.
We actively pursue assets that present a healthy slug of ‘asset management challenge’ – we’re not interested in simply buying something in the hope that yields compress. Instead, our clients know that every asset we acquire has a clearly defined plan to pro-actively increase the value of their investment. We take pride in embracing opportunities that demonstrate how our teams can add value.
Portfolio & Asset Management
Working as one
The entire Portfolio Management platform works as a single coordinated group reporting to the Head of Portfolio and Asset Management. This is important as the efficient integration of all the various roles and responsibilities is essential to optimise returns and ensure transparency and the timeliness of reporting of Blackriver Finance funds.
The four “in-house” groups within Portfolio Management, comprises portfolio management, asset management, fund operations and Luxembourg operations. These groups are staffed with 41 experts in these particular fields.
50%
of clients 5+ years
75%
of clients have re-upped into a subsequent fund
23 investors
avg investors/fun
€34 million
average equity
Fully aligned partnership
We at Blackriver Finance believe that true fully aligned partnership with our clients stimulates thoughtful exchange of information and ideas, and strengthens our stewardship of the funds we manage. Blackriver Finance current active funds are:
European Property Investors, LP
European Property Investors Special Opportunities, LP
European Property Investors Special Opportunities 3, LP
Curzon Capital Partners III, LP
Curzon Capital Partners IV, LP
European Property Investors Special Opportunities 4, LP
Curzon Capital Partners 5 LL
our clients
Our aim
Foster trust and engender long lasting affinity:
Over 75% of clients are repeat investors across vintages and strategies
Over 50% all our clients have been investors with the Blackriver Finance team for more than five years
The average client equity investment in a Blackriver Finance Partners fund is €34 million
The average number of investors in each of our funds is 23