Track record

Investments performance record.
Realized in U.S. dollars since 2012.

The U.S. real estate investments Ativore Asset selected and structured, and has since realized — returned in U.S. dollars.

Performance at a glance

Twelve years of realized results. In U.S. dollars, across the cycle.

Realized performance of the cross-border practice carried forward by Ativore Asset — net of taxes, since 2012.

18%
Net IRR · realized · since 2012
6%
Average annual cash yield
+90
Investments made
+30
U.S. states
Selected investments

A closer look. Representative deals we selected and realized.

A selection of the U.S. real estate investments Ativore Asset identified and structured — chosen to put a face to the record. Selected for illustration; not representative of the entire portfolio.

Realized
Multifamily · New Jersey · Oct 2025

Atlantic Pointe

Realized IRR20.1%
Equity Multiple2.4x
Realized
Multifamily · Florida · Aug 2025

Wild Pines

Realized IRR15.0%
Equity Multiple1.8x
Realized
Multifamily · Virginia · Feb 2025

Trail Creek

Realized IRR19.5%
Equity Multiple2.1x
Realized
Multifamily · Virginia · May 2024

Park Crescent

Realized IRR17.9%
Equity Multiple1.7x
Realized
Multifamily · Haverhill, MA · Jun 2022

The Bixby

Realized IRR34.4%
Equity Multiple1.7x
Realized
Office · Silicon Valley, CA · Jan 2022

Office Building NNN

Realized IRR25.9%
Equity Multiple1.6x

A curated subset of 90+ realized investments, selected for illustration. Past performance is not indicative of future results.

The realized record

Deal by deal. Realized in U.S. dollars, net of taxes.

Realized investments from one continuous U.S. real estate practice — built in 2012 and carried forward today by Ativore Asset, with the same team and the same discipline. Reported deal by deal, net of taxes. The investments below are representative of that record; a full fund-by-fund list is available on request.

Realized investments · fund by fund IRR in USD · net of taxes · realized investments
Asset Class Hold IRR Average dividends Mult.
2025
Atlantic PointeMultifamily5.1 yr20.1%10.2%2.4x
Wild PinesMultifamily4.7 yr15.0%4.6%1.8x
Mission ValleyPrivate Equity7.7 yr22.4%10.8%3.5x
Dallas Tan-Tar APrivate Equity7.3 yr21.9%8.2%2.3x
Hilton Park CityPrivate Equity · Hotel7.8 yr20.9%8.7%3.5x
Marriott LakefrontPrivate Equity · Hotel6.0 yr15.7%4.0%2.2x
Trail CreekMultifamily5.7 yr19.5%6.6%2.1x
2024
Park CrescentMultifamily5.2 yr17.9%6.2%1.7x
2023
Self Storage FundSelf Storage4.5 yr30.9%7.7%1.9x
215 Self Storage Fund IISelf Storage4.8 yr16.0%11.2%1.9x
DecaturRetail6.1 yr11.6%4.0%1.8x
Lantana VillageRetail · Strip Mall8.1 yr11.7%10.6%2.3x
MixedPrivate Debt3.7 yr12.2%13.5%1.3x
2022
Self Storage Fund IISelf Storage4.0 yr29.8%7.6%1.7x
The BixbyMultifamily2.2 yr34.4%6.2%1.7x
Bachman LakeMultifamily3.8 yr14.0%6.6%1.5x
Plano PlazaMultifamily3.9 yr17.4%6.7%1.8x
Self Storage Fund ISelf Storage4.0 yr24.3%7.9%2.0x
Office Building NNNOffice2.1 yr25.9%7.2%1.6x
Villas at MontereyMultifamily5.5 yr26.5%6.3%2.6x
2020 – 2021
Pecan Square & Bayou BendMultifamily4.5 yr18.1%7.7%2.0x
Nova ParkMultifamily4.2 yr16.8%6.9%1.8x
Arbor CreekMultifamily4.3 yr16.0%7.8%1.7x
Orlando BridgewaterMultifamily4.1 yr28.1%9.4%2.2x
Bedford CreekMultifamily4.1 yr15.3%7.1%1.7x

Realized investments in U.S. dollars, net of taxes. IRR = internal rate of return; Div. = average annual dividends; Mult. = equity multiple. The record reflects the practice carried forward by Ativore Asset — across its current CVM-regulated funds (manager established 2019) and the predecessor advisory portfolios from which it evolved (2012–2018). A complete fund-by-fund list is available to investors upon request. Past performance is not indicative of future results.

Footprint & scale

Beyond the realized record. A broader investment footprint.

The realized record above is one slice of a wider footprint. Across more than a decade, Ativore Asset has advised on 100+ U.S. real estate portfolios spanning multiple asset classes and over 30 states.

U.S. footprint · realized investments

Invested
ME
AK
NH
VT
NY
MA
RI
WA
MT
ND
MN
WI
MI
NJ
CT
OR
ID
WY
SD
IA
IL
IN
OH
PA
DE
CA
NV
UT
CO
NE
MO
KY
WV
VA
MD
AZ
NM
OK
AR
TN
NC
SC
HI
TX
LA
MS
AL
GA
FL
+30 U.S. states · selected investments include CA · CO · CT · FL · GA · IN · KY · MA · MI · NC · NJ · NV · NY · OH · PA · TX · UT · VA

Asset class diversification

10+ asset classes · realized portfolio
76% Multifamily The core of the realized record — value-add and build-to-rent residential across Texas, Florida, Virginia, the Northeast and beyond.
24% Diversified Across 9 Further Classes Self Storage · Hotel · Retail · Office · Vacation Homes · Single-Family Rental · Industrial · Medical Office · Private Debt.
+100
Advised real estate portfolios
+20
Partnerships with U.S. sponsors
+10
Asset classes
+30
U.S. states
+90
Investments made

Footprint and scale figures reflect Ativore Asset's advisory activity since 2012. Asset class diversification reflects the realized record by segment. Selected investments displayed above are not representative of the entire portfolio. Past performance does not predict future returns.