Follow the user
We prioritise sectors and locations supported by durable occupier, demographic or operating demand.
Real EstateReal assets.
Real assets.
Active ownership.
We invest in property and operating platforms where structural demand, disciplined basis and hands-on asset management can create lasting value.
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First American
Monily Funds
Investment philosophy
Real estate performance is built property by property—and system by system.
We combine local market understanding with a thematic view of how people live, work, move and consume. We focus on assets where operating improvement, repositioning, platform scale or capital structure can materially influence the outcome.
Our investment lens
What we look for.
Protect the entry
We place significant weight on replacement cost, cash yield, capital needs and downside scenarios.
Create at the asset level
Leasing, capex, service, technology and operating discipline are central to the value-creation plan.
Capabilities
A focused set of strategies.
Mandates are evaluated case by case and remain subject to market conditions, investment criteria and applicable legal or regulatory requirements.
Real Estate Equity
Direct and platform investments across sectors with strong demand and active management potential.
Real Estate Credit
Senior, transitional and structured financing for high-quality assets and experienced sponsors.
Operating Platforms
Scalable businesses that combine real assets with specialised management capabilities.
Special Situations
Opportunities created by recapitalisation needs, market dislocation or operational complexity.
“In real estate, value is not only in the location. It is in the operating system around the asset.”First American Monily Funds · Investment perspective
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