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Real Assets
Uncover Value Investment Opportunities In The Global Real Estate Market

107

Properties

62

Cities

$14bn+

Asset Value Invested
One of China’s First Private Equity Real Asset Investment Funds

Formed in 2009，CDH Real Assets team is comprised of professionals with extensive real asset investment and operational experiences in both China and overseas. Through our proprietary deal sourcing and deal structuring capabilities, we apply rigorous risk management and invest in projects with high “margin of safety”. Since inception, we have managed 4 China real asset funds, 4 Japan real asset blind-pool funds, 3 Japan real asset single project funds, 2 US real asset blind-pool funds, 4 US real asset single project funds, and multiple other single project and co-investment funds.

Major Global Markets Coverage
CDH Real Assets focuses on investing in China, US, Japan and other major real asset markets. We have collaborated with domestic blue chip developers, boutique regional developers, well-known operators and third-party service providers. With our global vision and our local know-hows, we lead investment management, practice hands-on asset management, and are responsible for major decisions regarding each project throughout the holding period. We have proven ability and experience of seizing investment opportunities and realizing superior returns which are demonstrated in our successful track record.
Balanced Asset Allocation
Our investments cover various asset classes including residential, retail, office, industrial, hotel and mixed-use real assets. We have accumulated rich industry experience and formed unique insights in numerus regions and markets. With our forward-looking understanding of economy cycles and sector trends, we build portfolios with balanced asset allocation and cycle-proof characteristics for our investors.
Our Strategies
Covered Markets
China
The U.S.
Japan and Asia Pacific
Case Studies
  • “
    Retail building located in Osaka’s CBD
    ”

    Location: Shinsaibashi, Osaka

    Asset Class: Retail

    Strategy: Value-added

    Status: Exited


    The retail building is located at Shinsaibashi, prime retail area in Osaka. CDH effectively improved the net operating income by cost reduction and rent appreciation after acquisition. The project has exited successfully and delivered both stable interim distribution and capital appreciation for investors.

  • “
    Realize both an attractive DPI during hold period and a lucrative overall return by taking advantage of the industrial real estate sector’s strong momentum – U.S. Industrial Portfolio
    ”

    Location: ~20 Cities in the U.S.

    Asset Class: Industrial

    Size: ~330,000SF


    Driven by economy growth and booming e-commerce sector, the U.S. industrial real estate market has been enjoying sustainable upbeats with strong demand. The portfolio is consisted of more than 20 properties across multiple states. With high-quality tenants and a long WALE, the portfolio maintained ~100% occupancy throughout the holding period. By effectively controlling the entry cost via a portfolio acquisition and obtaining a high-quality loan facility, this investment delivered  both stable cash-on-cash return and long-term capital appreciation.

  • “
    Office building located in Tokyo’s CBD
    ”

    Location: Minato-ku, Tokyo

    Asset Class: Office

    Strategy: Value-added

    Status: Exited


    The office building is located at one of the CBD areas of Tokyo. CDH effectively improved the rental revenue and net operating income by re-tenancy and operating cost optimization after acquisition. The project has exited successfully and generated high overall return for investors.

  • “
    The combination of a sustainable architecture and a high quality tenant mix brings positive economic and social impact – Prime Office Building in Chicago
    ”

    Location: Chicago, IL

    Asset Class: Office

    Size: ~230,000SF


    As an iconic revitalized property in Chicago and one of the largest green buildings in the U.S. upon completion of the renovation, the property is located in an emerging tech community with strong market demand and limited pipeline supply. Taking advantage of a special opportunity, CDH managed to acquire the property below both market and replacement costs and secure a long lease term from a credit anchor tenant (a subsidiary of a publicly traded logistic company) which provides stable and long-term cash flow for the project.

  • “
    A synergistic tech-park development platform formed by CDH and its portfolio company – Hundsun Tech-Park
    ”

    Location: Hangzhou, Wuxi, Changzhou, Luoyang, Tianjin etc.

    Asset Class: Tech-Park

    Size: ~1,000,000sqm


    Partnering-up with our portfolio company, CDH built an investment platform to develop a boutique tech-park styled office in Hangzhou, which then became the market benchmark. The Hangzhou model was then successfully replicated in multiple cities, including Changzhou, Wuxi, Luoyang and Tianjin and all of those projects have been successfully exited.

  • “
    Achieve asset value appreciation through allocation in a core U.S. student housing market – Austin Student Housing Portfolio
    ”

    Location: Austin, TX

    Asset Class: Student Housing

    Size: ~850 beds


    A garden-style student housing complex that is serving the University of Taxes at Austin with ~60,000 students and growing. The investment was made at Austin’s early growing stage and has benefited from the continuous development of the local economy. CDH managed to realize a successful property value-add by acquiring the property below replacement cost and executing the renovation and rent growth plans within a short timeframe.

01/
Investment Team
Wang Mei
Head of RA
Managing Partner
Sun Dan
Managing Director
Real Assets
Uncover Value Investment Opportunities In The Global Real Estate Market
Overview

107

Properties

62

Cities

$14bn+

Asset Value Invested
One of China’s First Private Equity Real Asset Investment Funds

Formed in 2009，CDH Real Assets team is comprised of professionals with extensive real asset investment and operational experiences in both China and overseas. Through our proprietary deal sourcing and deal structuring capabilities, we apply rigorous risk management and invest in projects with high “margin of safety”. Since inception, we have managed 4 China real asset funds, 4 Japan real asset blind-pool funds, 3 Japan real asset single project funds, 2 US real asset blind-pool funds, 4 US real asset single project funds, and multiple other single project and co-investment funds.

Major Global Markets Coverage
CDH Real Assets focuses on investing in China, US, Japan and other major real asset markets. We have collaborated with domestic blue chip developers, boutique regional developers, well-known operators and third-party service providers. With our global vision and our local know-hows, we lead investment management, practice hands-on asset management, and are responsible for major decisions regarding each project throughout the holding period. We have proven ability and experience of seizing investment opportunities and realizing superior returns which are demonstrated in our successful track record.
Balanced Asset Allocation
Our investments cover various asset classes including residential, retail, office, industrial, hotel and mixed-use real assets. We have accumulated rich industry experience and formed unique insights in numerus regions and markets. With our forward-looking understanding of economy cycles and sector trends, we build portfolios with balanced asset allocation and cycle-proof characteristics for our investors.
Our Strategies
Value-Add
Value-Add
We focus on properties providing stable cash flow and upside in rent growth. By evaluating appreciation potential objectively and executing comprehensive business plans and CAPEX schedules, we achieve the ultimate goals of realizing rent growth and value creation.
Stable Yield
Stable Yield
We select properties that show resilience through cycles and can provide long-term stable cash flow. By controlling entry costs and utilizing efficient long-term leverages, stable and significant cash yields are generated. We search for single assets and portfolios with proven operational performances, high occupancy, long-term leases and credit tenants.
Preferred Return
Preferred Return
Together with reputable and strong partners, we carefully select well-located targets in core markets. By performing effective deal structuring, designing comprehensive protective terms and rigorously assessing downside risks, we execute transactions utilizing instruments such as preferred equity and mezzanine loans that fit into the risk and return profile of each project.
Covered Markets
China
China
16
Properties
15
Cities
￥68Bn+
Asset Value Invested
New-Economy And Industrial Real Assets
Focus on real assets in service of new infrastructure, industrial upgrade and technology advancements. Asset classes include logistics, IDC, tech-parks, etc.
Urban-Renewals and Inventory Upgrade
Target at releasing upside potentials in existing assets that can be benefited from urbanization and demographic trends. We strive for creating paradigm-shifting products in multiple asset classes , including office, retail, multifamily, etc.
Special Opportunities Investment
Leverage special opportunities to effectively control entry cost and gain sufficient margin of safety on prime assets. Investment Returns can be further enhanced and maximized through execution of pre-established business plans.
The U.S.
The U.S.
33
Properties
26
Cities
$1.5Bn+
Asset Value Invested
Capturing Strong Housing Demand
As a well-established asset class, multifamily has long been closely monitored by the capital market participants. This asset class, including student housing, has proved its stability and down-side protection ability though cycles.
Capitalizing On The Tail Wind of Industrial and Logistics Sector
Consistent growth in the U.S. e-commerce sector has kept driving demand for quality industrial and logistic assets and the sector is experiencing growth at a significant pace. We are focusing on prime conventional industrial and logistics spaces as well as opportunities coming from “last-mile” delivery.
Exploring Prime Office Opportunities
Focusing on high-quality and well-located office assets with long lease term, stable rent growth and tenants with good credit profiles to generates stable cash flow.
Tracking Special Opportunities In Distressed Assets
Certain sectors, such as hotel and retail, may present special opportunities due to changes in economic cycles and other external factors. We closely watch for investment opportunities seizing the rebound of prime assets under temporary stress.
Japan and Asia Pacific
Japan and Asia Pacific
58
Properties
21
Cities
$1.9Bn+
Asset Value Invested
Focus on real estate investment in Japan and Asia Pacific
Target stable income-producing assets with prime locations, including offices, retail, hotels, apartments, logistics warehouses and data centers etc.
Closely track market trends, and seize special investment opportunities with significant value-added potential
Asset management initiatives to improve operating efficiency and enhance asset value
Positive and efficient financing helps improve project returns
Case Studies
“Retail building located in Osaka’s CBD”
“Realize both an attractive DPI during hold period and a lucrative overall return by taking advantage of the industrial real estate sector’s strong momentum – U.S. Industrial Portfolio”
“Office building located in Tokyo’s CBD”
“The combination of a sustainable architecture and a high quality tenant mix brings positive economic and social impact – Prime Office Building in Chicago”
“A synergistic tech-park development platform formed by CDH and its portfolio company – Hundsun Tech-Park”
“Achieve asset value appreciation through allocation in a core U.S. student housing market – Austin Student Housing Portfolio”
Investment Team
Wang Mei
Head of RA
Managing Partner
Sun Dan
Managing Director
Value Driven
Partner Focused
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京ICP备19057411号