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Our Method

Investment Strategies

Our Thesis

Fewer Bets. Deeper Conviction.

We do not run a broad portfolio. NexorPoint concentrates capital on a small number of carefully selected transactions where we have a clear point of view on value, a credible path to value creation, and full alignment with our partners.

01

Sourcing

We source opportunities off-market, through proprietary relationships built across decades in European and North American real asset markets. We do not compete in widely marketed processes.

02

Underwriting

Every mandate is stress-tested from the ground up. We build our own models, challenge our own assumptions, and only proceed where the downside is clearly defined and the risk-adjusted return is compelling.

03

Execution

We structure transactions to protect capital first and create value second. Active asset management, transparent reporting, and co-investment in every deal ensure our interests are fully aligned with those of our partners.

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01

Real Estate

We target value-add and core-plus real estate: assets with a genuine discount to intrinsic value and a clear path to improvement through active management, lease-up, or repositioning.

Our focus spans office, logistics, mixed-use, and select hospitality across Europe and North America. We source off-market and underwrite every acquisition as a principal investor, not as a fee-motivated intermediary.

  • Value-add & core-plus acquisitions
  • Off-market sourcing
  • Active asset management
  • Europe & North America

02

Private Debt

We provide bespoke capital solutions to sponsors and operators who need flexible, reliable financing structured around their specific situation, not a generic product.

We originate senior loans, mezzanine instruments, and preferred equity across the real asset capital stack. Speed, certainty of execution, and structural flexibility are our differentiators.

  • Senior, mezzanine & preferred equity
  • Relationship-driven, not transactional
  • Certainty of execution
  • Current income & downside protection
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03

Private Equity

We take control and co-control positions in operating businesses whose value is intrinsically tied to physical assets: companies that own, manage, or service real property.

We bring patient capital and active governance to each holding. We work closely with management teams to drive operational improvement, build durable enterprises, and create value over a full investment cycle.

  • Control & co-control positions
  • Real-asset-adjacent businesses
  • Active board engagement
  • Long-term holding period
Criteria

What We Look For

Identifiable discount to value

Assets priced below replacement cost, below stabilised value, or held by a motivated seller with a structural reason to transact.

Clear path to value creation

A specific, executable plan covering lease-up, repositioning, recapitalisation, or operational improvement, with defined milestones and a realistic exit.

Downside protection

Structural protections such as preferred returns, senior security, or hard asset coverage that limit loss of principal even in adverse scenarios.

Operator quality

We back experienced operators with a track record in their market. Execution risk is a key variable in every underwriting; we mitigate it through operator selection.

Interested in Working Together?

We welcome introductions from sponsors, operators, and capital partners.

Get in Touch