PIVOTING TO CAPITAL MARKET NEEDS, HARVIS CREATES BESPOKE DIRECT AND INDIRECT INVESTMENT PRODUCTS TAILORED FOR INSTITUTIONAL GRADE INVESTORS TO MEET THEIR ALLOCATION STRATEGIES AND REPORTING NEEDS.
0
CY20 FINANCING
0
TOTAL FUM
0
RETURNED TO INVESTORS
Harvis sources and manages direct or Fund investment opportunities throughout the entire capital structure across a range of institutional strategies spanning Australian real estate and natural resources focused opportunities.
We are an experienced local partner for global institutional capital, managing their assets and funds by creating real value through active management. With strong local networks in commerce and government across a range of industries, Harvis can extract value where other fund and asset managers cannot.
FY19 TRANSACTIONS
Industrial and Logistics Fund
A$200m completed value AUM
Location: Australia, Perth (Bullsbrook & Muchea)
The Fund secured land ahead of the construction of a $4.5 billion, world-class freight freeway. Currently the Fund is developing and leasing strategically positioned industrial and logistics real estate assets across 350ha. The Funds strategy is to provide purpose-built facilities with access to unparalleled transport infrastructure including intermodal.
Retail Social Infrastructure
A$300m targeted future value of AUM
Location: Australia, Regional Locations
The Fund is repositioning an existing regional shopping centre that represents important social infrastructure to the local community and therefore enjoys exceptional customer loyalty. The Fund’s strategy will be to build a portfolio of similar assets leveraging our expertise in actively managing retail investments. The refurbishment, development and repositioning of regional retail assets will generate local value for these regional communities whilst delivering superior risk adjusted long term income yields to investors.
EXITED FUNDS
Alternative Accommodation Fund (Retirement)
A$150M AUM
A$208 M Returned to Investors
Location: Australia, Perth (various)
Strategy: Harvis repositioned and actively managed a portfolio of distressed retirement villages with a total capacity of 3,000 residents across eight (8) communities in 9 months.
Delivered: A profitable exit for Blackstone and the private equity sponsor, created an institutional grade investment product for the purchaser, GIC.
Land Bank Strategy Fund
A$28M AUM
Location: Australia, Baldivis
Strategy: Secured 334 ha distressed rural zoned land holding surrounded by urban development along the Kwinana Freeway. The land was historically constrained to rural zoning by flood water interaction. Harvis disproved the flood modelling to unlock a pathway to urban rezoning.
Delivered: Sale of land holding to Stockland Limited with rezoning now tracking ahead of target.