Involves a firm pooling capital from qualified investors (high-income and institutional)
to invest collectively in commercial real-estate.
1
STRONG HISTORICAL RETURNS
There is strong evidence that private real estate outperforms stock markets and bonds in the long term, adjusted for risk.
2
LOW VOLATILITY
Private real estate inherently demonstrates reduced volatility and a limited correlation with both stocks and bonds, offering a favorable risk profile.
3
CONSISTENT CASH FLOW
Many private real estate investments will target regular cash flow, often paying monthly or quarterly distributions
1
STRONG HISTORICAL RETURNS
There is strong evidence that private real estate outperforms stock markets and bonds in the long term, adjusted for risk.
2
LOW VOLATILITY
Reduced volatility and low correlation with
the financial markets.
3
CONSISTENT CASH FLOW
Many private real estate investments will target regular cash flow, often paying monthly or quarterly distributions
4
performance
historical
When wisely invested, real estate can be passed down from one generation to the next.
5
HEDGE AGAINST INFLATION
Commercial real estate has historically increased or maintained its value and overall performance during inflationary periods.
6
TAX BENEFITS
The tax framework for this class of assets in the US is extremely attractive for investors.
4
PERFORMANCE
HISTORICAL
GENERATIONAL ASSETS
When wisely invested, real estate can be passed down from one generation to the next.
5
HEDGE AGAINST INFLATION
Commercial real estate has historically increased or maintained its value and overall performance during inflationary periods.
6
TAX BENEFITS
The tax benefits of real estate investing in the US can be significant and impactful.
We are a real-estate investment firm specialized in the US markets, with more than 10 years of experience. Having invested in more than 30 states, we leverage our profound expertise in the US real estate market, vast networks, advanced analytical tools, and robust risk management protocols to offer our clients unparalleled investment opportunities.
We are a US Real Estate Private Equity investment consultancy (Club Deals) with over 10 years of experience. Having invested in over 30 states, we combine in-depth knowledge of the US real estate market, an extensive network of contacts, sophisticated analysis tools and robust risk management processes to bring our clients exceptional investment opportunities.
Established in 2012 to cater to the needs of affluent individuals and institutional investors seeking good alternative investment opportunities, we are a global conglomerate comprising Ativore Investments, a tax consultancy, and an asset management firm.
Ativore Global Investments is founded
Shield International Tax is founded
Ativore Asset Management is founded
Launching of the 1st Offshore “Value Add” Master Fund
Launching of the 1st “Value Add” Feeder Fund
Internationalization of Ativore Group
Launching of the 2nd International “Build-to-Rent” Fund
Ativore Global Investments is founded
Shield International Tax is founded
Ativore Asset Management is founded
Launching of the 1st Offshore “Value Add” Master Fund
Launching of the 1st “Value Add” Feeder Fund
Internationalization of Ativore Group
Launching of the 2nd International “Build-to-Rent” Fund
We uphold unwavering standards of integrity, demanding nothing less than the utmost commitment from our employees and partners. These principles are deeply ingrained in every facet of our operations, guiding our processes and policies without compromise.
We foster an environment that inspires our team to push their boundaries and unlock their fullest potential each day. Those who succeed not only experience personal growth but also evolve alongside us.
We endeavor to be honest with our clients. We operate autonomously, solely compensated by our clients, and are free to pursue strategies that we deem most beneficial in generating maximum value for them.
We whole-heartedly believe in our strategies. All our founding partners invest in Ativore products.
Our mission is to be a global reference in US real estate private equity.
We uphold unwavering standards of integrity, demanding nothing less than the utmost commitment from our employees and partners. These principles are deeply ingrained in every facet of our operations, guiding our processes and policies without compromise.
We foster an environment that inspires our team to push their boundaries and unlock their fullest potential each day. Those who succeed not only experience personal growth but also evolve alongside us.
We endeavor to be honest with our clients. We operate autonomously, solely compensated by our clients, and are free to pursue strategies that we deem most beneficial in generating maximum value for them.
We whole-heartedly believe in our strategies. All our founding partners invest in Ativore products.
Our mission is to be a global reference in US real estate private equity.
We uphold unwavering standards of integrity, demanding nothing less than the utmost commitment from our employees and partners. These principles are deeply ingrained in every facet of our operations, guiding our processes and policies without compromise.
We foster an environment that inspires our team to push their boundaries and unlock their fullest potential each day. Those who succeed not only experience personal growth but also evolve alongside us.
We endeavor to be honest with our clients. We operate autonomously, solely compensated by our clients, and are free to pursue strategies that we deem most beneficial in generating maximum value for them.
We whole-heartedly believe in our strategies. All our founding partners invest in Ativore products.
Average Dividends
Realized IRR
Realized IRR
Average Dividends
Founding year
Accredited US operators
Asset classes
US states
Approved investments
* The above statement reflects the investments of clients advised by Ativore Investments since the inception of the company. Past performance is not indicative of future results. It considers only the cash distributed to investors on the total invested amount, including operational results and realized capital gains from asset sales. It does not account for mark-to-market adjustments to portfolios. In the event of mark-to-market adjustments, the results could vary
A multifamily residential complex located in Arvada, Colorado.
Acquisition (2019)
USD 18.7MM
Sale (2023)
USD 26.9MM
% of Appreciation
43.6%
Internal Rate of Return (IRR)
47% p.a.
Annual Average Dividends
8% p.a.
Self-storage units located in the Southeast of the US.
Acquisition (2017)
USD 23MM
Sale (2022)
USD 40MM
% of Appreciation
73.6%
Internal Rate of Return (IRR)
24.3% p.a.
Annual Average Dividends
7.9% p.a.
A Class A operational office complex in San Francisco, CA.
Acquisition (2020)
USD 134MM
Sale (2022)
USD 182MM
% of Appreciation
35.9%
Internal Rate of Return (IRR)
25.9% p.a.
Annual Average Dividends
7.2% p.a.
A multifamily residential complex located in Haverhill, MA.
Acquisition (2020)
USD 29MM
Sale (2022)
USD 40MM
% of Appreciation
37.9%
Internal Rate of Return (IRR)
34.4% p.a.
Annual Average Dividends
6.2% p.a.
- Founder of Ativore Global and over 25 years of experience in international real estate investments
- Structured real estate investments in over 30 states in the US since 2012
- 20 years as Partner/ CEO and/or Consultant at Arthur Andersen, Deloitte and KPMG in 4 countries
- Led M&A projects and relevant nationwide projects in the financial sector
- Founder of Ativore Asset with 30 years of experience in the international financial market
- CEO of IBT Asset Management, CEO of Itaú Corretora de Valores and Head of Equities
- Led the international expansion of Itau Asset Management
- Board member of Harvard Business School Alumni Angels Brasil since 2016
- Founder of Ativore Global and executive responsible for the management of the company's investments
- Structured real estate investments in over 30 states in the US since 2012
- Led the assembly of real estate portfolios of over R$ 600 million for investors in 8 countries
- Previously worked in consulting firms such as IBM and Elogroup
- CFO and partner at Ativore Global Investments, responsible for financial management and implementation of strategic projects
- 10 years of experience in structuring small and medium enterprises, problem solving and development of new technologies and products
- Co-Founder of the startup Beep Saúde, largest home vaccine company in South America
- Operations Director and Partner at Ativore Global Investments, responsible for all the manager's operations and leader of the compliance area.
- She was responsible for developing the real estate investment analysis models of Value Drivers, Benchmarking, Sensitivity, Stress Testing and Structuring for Ativore's investment funds.
- She has a degree in Economics and a master's degree in Finance, both from the University of São Paulo (USP).
- Partner responsible for the relationship with +140 families of portfolios whose sum exceeds R$1.5 billion in Fiscal Management and R$800 million in real estate assets
- Led the implementation of hundreds of international structuring, involving countries such as USA and BVI and investment acquisitions in several American States
- A graduate of the Federal University of the State of Rio de Janeiro, UNIRIO with previous experience in the consulting area through the companies Elogroup and Yolo Experience
- Partner responsible for the Institutional Investors area with more than 15 years of experience in the financial market
- Over the years, she has worked in several Asset Management areas, including Management, Products, Commercial and Investor Relations in institutions such as Credit Suisse, Banco Votorantim and Banco Bradesco
- Since 2013 works in the universe of alternative investments, with experience in Private Equity, Real Estate and Debt
- Partner in the Investor Relations area with more than 8 years of experience with customer service
- Certified professional
by Anbima
- 6 years of experience in
financial market
- Partner in charge of research and analysis of real estate investment opportunities in the USA
- Held leadership positions in consulting and real estate development companies in the area of investment appraisal
- Holds a master's degree in Real Estate Finance from the University of Amsterdam and a Full-time MBA from Coppead-UFRJ. He holds a BA in Economics from UFRJ
- At Ativore since 2018, he is the partner responsible for the areas of prospecting for new investment opportunities and monitoring invested assets
- He was co-responsible for structuring the processes and analysis methodologies for real estate investments at Ativore
- He has a degree in economics from the Federal University of Rio de Janeiro, with part of his undergraduate studies at King's College London in England. Currently, he is a member of the Chartered Financial Analyst (CFA) certification program.
São Paulo
Rua Gomes de Carvalho, 1195, Conj. 61
CEP 04547-004 - Vila Olímpia, São Paulo, Brazil.
Miami
1221 Brickell Ave Suite 900, Miami
FL 33131, United States.
This important legal notice is an integral part of this advertising material and has been prepared exclusively by Ativore Gestora de Recursos Ltda. ("Ativore"), in its capacity as fund manager. Investors should carefully read the key information sheet, the detailed analysis prepared by Ativore and the fund rules before investing. Investment funds are not guaranteed by the administrator, the manager, any insurance mechanism or the Credit Guarantee Fund - FGC. CONFIDENTIALITY - This material is strictly confidential and is intended solely and exclusively for its recipient(s) and must not be copied, reproduced, transmitted or distributed, in whole or in part, without the express agreement of Ativore.
NOT A COMPLETE DOCUMENT - This material presents summarized information and is not a complete document. Therefore, potential investors should read the fund's regulations, especially the "Risk Factors" section, to assess the risks to which the fund is exposed, as well as those related to the issue, the offer and the shares, which should be considered for investment in the shares.
NOT AN OFFER TO SELL - The information provided in this material is for informational purposes only and should not be considered as an investment recommendation or an offer to sell any securities. This presentation and the information contained herein should not be considered as financial, legal, accounting, tax or investment advice or for any other purpose. The information contained in this presentation does not constitute or form part of, and should not be construed as, an offer or invitation to subscribe for, pay up or otherwise acquire any of our securities or the securities of our subsidiaries or affiliates, nor should it form the basis of, or be relied upon in connection with, any agreement to purchase or subscribe for any of our securities or those of any of our subsidiaries or affiliates, nor should it form the basis of, or be relied upon in connection with, any contract or commitment.
INVESTMENT RISKS - Although the manager maintains a risk management system, it is not possible to predict all risks, nor can we assess the impact of all factors in our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially and adversely from those anticipated. Therefore, there is no guarantee of complete elimination of the possibility of losses to the fund and we cannot guarantee future results, level of activity, performance or achievements. All clients must recognize and accept the risks associated with any type of investment, including those described in this advertising material and in the fund rules. Such risks include those inherent in an investment in real estate, systemic risk, and atypical trading in active markets, as well as specific risks associated with the use of leverage, the prolonged lack of liquidity of your investment for periods of many months or years with limited ability to resell, and the potential risk of losing your entire investment. These statements are inherently uncertain and the recipient(s) of this material are advised not to place undue reliance on such forward-looking statements as predictions of future performance or otherwise, and should be able to bear any losses.
PROJECTIONS MAY NOT MATERIALIZE - Any anticipated returns or expectations projected in this advertising material do not represent and should not be considered, at any time and under any circumstances, as promises, guarantees or suggestions of minimum or guaranteed future returns to investors. Hypothetical performance results have many inherent limitations and there are often differences between hypothetical performance and actual performance achieved. Past performance is not a guarantee of future performance. In view of the uncertainties involved in estimates and forward-looking statements, investors should not rely on them in making a decision to invest in this fund. Potential investors should make their investment decision taking into account their financial situation, investment objectives, level of sophistication and risk profile. The recipient(s) of this material are encouraged to contact Ativore to discuss the procedures and methodologies, including assumptions, used to calculate the investment performance information, as well as any other aspect of the potential investment presented herein.
TAX INFORMATION AND OTHER COSTS - Investors should independently consider, in their projections and individual assessment, the tax burden and operating expenses incurred at each stage of the transaction, particularly with respect to any double taxation treaties, rules on international remittances, distribution of profits and gains, or repatriation of funds, as well as local or international taxes applicable to this type of investment.
DISCLAIMER - The decision to invest in the fund's shares is the sole responsibility of investors and requires a complex and thorough assessment of its structure, as well as the risks inherent in the investment. It is recommended that potential investors evaluate, together with their financial and legal counsel, to the extent they deem necessary, the risks associated with this type of asset Although the authors of this material have taken every precaution to ensure that the information contained herein is not false or misleading, neither Ativore, nor any of its directors, officers, employees, representatives, affiliates or agents shall have any liability whatsoever arising from this material, affiliates or agents shall have any liability whatsoever arising out of any error or misstatement of fact or opinion presented, or even for the carelessness in preparation or publication, of the materials and communication herein, nor for any loss, direct or indirect, arising out of actions or decisions derived from the use of the information contained in this advertising material or in third party materials received or reviewed by you in the course of our advice. This material does not represent a commitment on the part of Ativore or any of its affiliates, partners, officers or agents to permit or make available any products described herein. Abstention from Public Offering - No action has been taken to permit a public offering of the Fund in any jurisdiction where action for that purpose is required. This material and any other documents relating to the Fund do not constitute an offer or solicitation in any jurisdiction in which an offer or solicitation is not authorized, or in which the person making the offer or solicitation is not qualified to do so, or to any person to whom it is unlawful to make such an offer or solicitation. Offering in Brazil - The offering of the Fund will not be conducted by any means that would constitute a public offering in Brazil under Law No. 6,385, dated December 7, 1976, or under Resolution No. CVM 160, dated December 29, 2003. The issuance, placement and sale of the Fund have not been and will not be registered with the Brazilian Securities Commission or any other Brazilian regulatory authority. Any representation to the contrary would be untrue and illegal. Documents relating to the Fund may not be furnished to the public in Brazil, as a public offering is not being conducted in Brazil, nor may they be used in connection with any offer to subscribe for or sell the securities to the public in Brazil. Offering outside Brazil - Any private or public offering or distribution of the Fund in any jurisdiction must comply with the national regimes applicable to the jurisdiction in question. Recipients of this material and any other documents relating to the Fund are encouraged to and should inform themselves about the conditions and requirements imposed by the regulatory and supervisory bodies of their respective locations before investing in the Fund and assess the impact and risks to which they may be exposed by investing in the Fund. The above list of disclaimers is not exhaustive and other risks and uncertainties may cause results to differ materially from those contained in Ativore's forward-looking estimates and projections.
DISTRIBUTION IN THE UNITED STATES - The Fund has not been registered under the US Securities Act of 1933, as amended (US Securities Act), or under the securities laws of any state of the United States, nor are such registrations contemplated. The interests will be offered and sold pursuant to the exemption provided by section 4(a)(2) of the US Securities Act and Regulation D, and any applicable state securities laws, other exemptions of similar import in the laws of the states and jurisdictions where the offering will be made. In addition, the Fund has not been, and will not be, registered under the US Investment Company Act of 1940, as amended (US Investment Company Act) in reliance on an exemption from registration set forth in Section 3(c)(7) hereof. Any US Person acquiring interests will be required to represent and warrant to the Fund that such person is: (i) an "accredited investor" as defined in Rule 501(a) of Regulation D of the US Securities Act; and (ii) a "qualified purchaser" as defined in section 2(a)(51) of the US Investment Company Act. Neither the Manager nor the relevant Advisers are registered as investment advisers under the US Investment Advisers Act of 1940, as amended.
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