Grey Heron

Alternative Investment Boutique

Wealth Management
Explorando tendencias de mercado

Alternative Investment Boutique

 

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.

Family Office 

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.

Generating Sustainable Value

How We Generate Value for Our Investors:

  • Consistent Cash Flow: Strategically invest in financially robust projects to ensure reliable and predictable cash flow generation for our investors.
  • Debt Management: Our core principle is smart debt management, prioritizing investment stability and effectively mitigating the inherent risks of real estate.
  • Aligned Interests: As co-investors, our interests are directly aligned with yours, ensuring a shared commitment to successful outcomes.
 

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.

Inversión responsable
Edificio bronce

Integrated Wealth Management & Strategic Advisory

Personalized Advisory

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.

Our ESG approach

Innovation and Purpose

ESG investing

Team

Fernando Delgado García, CFA

Founder & CEO

Angel Turel Cubas

Real Estate Managing Director

Grey Heron
Residential, hospitality, and retail assets

Leased income-generating assets

Access to off-market assets due to established relationships with some of the sector’s leading developers.

Value-Add and Development Strategies

Close working relationship with main operators.

Our Guiding Principles

1. Commitment to Wealth Preservation

2. Transparency

3. Proactive Risk

Honoring Tradition, Driving Innovation

1. Discretion

2. Trust

3. Long-term wealth preservation

4. Strategic Access to Alternative Investments

5. Global Perspective

6. Future-Focused Sustainable Investing

promoción inmobiliaria de activos retail

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