Real Estate Investment
We invest in value-add real estate and development projects across residential, hospitality, and retail sectors in Spain and Portugal. We offer co-investment opportunities for equity participation and secure fixed income options tailored for risk-averse investors. Our investment philosophy centers on profitable, non-speculative ventures, strategically leveraging capital to enhance performance where appropriate while ensuring sufficient cash flows to cover debt obligations.
We provide a comprehensive suite of solutions designed to grow and protect your wealth, tailored to your unique financial and personal objectives.
Additionally, on a yearly basis, we provide opportunities for companies with significant tax liabilities to make strategic tax-efficient investments.
Furthermore, we advise High Net Worth Individuals (HNIs) on strategic alternative investments.
How We Generate Value for Our Investors:
Grey Heron is a forward-thinking real estate company specializing in the investment, management, and development of high-quality assets in the hotel, residential, and retail sectors. We strategically acquire properties that generate reliable, long-term income through leases with leading operators under binding contracts. Our experienced management team brings over two decades of financial and real estate expertise, with a proven track record in structuring commercial real estate projects and strong relationships with key industry players.
Team experience in ESG and responsible investment: Proprietary Methodology: Propósito de Innovación Sostenible®. Incorporation of non-financial factors into risk management. Climate risk management. Climate events, with a low probability of occurrence, have a high impact on assets. Minimizing the risk of losses in more challenging times. Energy efficiency both during construction and throughout the useful life of the property.
Reduction of emissions, improvement of Opex, enhancement of user well-being, better waste management, improved sales prospects. Breeam or LEED certifications. Importance of Accessibility for inclusion, evaluation of architectural barriers. AIS accessibility certification.
We provide a comprehensive suite of solutions designed to grow and protect your wealth, tailored to your unique financial and personal objectives.
Managing complex holistic planning, intergenerational wealth transfer. Helping you design a smart lasting legacy.
Our key areas of expertise include:
Real Estate Co-Investment: Leverage our expertise through exclusive opportunities to co-invest in stable, income-generating real estate assets. We focus on properties secured by long-term leases with premier operators in the hotel, residential, and retail sectors. Our comprehensive strategy integrates value-add and development initiatives with a strong focus on sustainable building practices to enhance long-term returns.
Tax Investment: We structure investments in strategic, government-incentivized projects designed to generate returns through significant tax advantages. This strategy prioritizes risk mitigation while offering targeted returns of up to 20% within a six-month timeframe.
Philanthropic Advisory: We provide strategic advisory to structure and support your charitable giving goals. Our services guide you in maximizing your social impact and creating a lasting legacy, including support for foundation setup, management of donor-advised funds, and comprehensive impact measurement.
We place our co-investors at the heart of every decision, a principle that extends to every partner and stakeholder within our value chain. This people-first approach directly informs our financial strategy, which is dedicated to delivering superior results with an unwavering focus on resilience and capital preservation through rigorous risk management.
Access to off-market assets due to established relationships with some of the sector’s leading developers.
Close working relationship with main operators.
1. Commitment to Wealth Preservation
2. Transparency
3. Proactive Risk
1. Discretion
2. Trust
3. Long-term wealth preservation
4. Strategic Access to Alternative Investments
5. Global Perspective
6. Future-Focused Sustainable Investing