CHRIS MACINTOSH'S GLOBAL MACRO

STRATEGIC REAL ESTATE FUND

The world is changing rapidly. We’re investing in strategic real estate that will benefit from sectorial and thematic changes we’ll see over the next years – and you can join us.

THE THESIS

The future belongs to the East. Both financial and intellectual capital will increasingly be leaving the West, whose governments have embarked on socialist experiments that will ultimately mean higher taxes, higher cost of living and a lower quality of life. This capital will seek safety offshore, in places that have lower taxes, uphold the rule of law, are friendly to business, and look to benefit from large global trends. We have identified two jurisdictions  that – for very specific individual reasons – will allow us to purchase high quality real estate at deep value through a fund structure. It will allow us to generate rental income, and eventually profit from asymmetric capital gains when these markets reprice. To register your interest in potential participation, see below.

Shape

STRATEGIC FUND #1

DUBAI

Much like other oil & gas financial hubs around the world, Dubai’s real estate is especially sensitive to booms and busts in the oil market. Dubai’s real estate was cheap prior to the last oil price crash. Now, it represents incredible deep value. We aim to purchase luxury real estate in order to benefit from the likely scenario of oil rising in price, and earn an income from rentals while we wait for this asymmetric capital appreciation. 

STRATEGIC FUND #2

THAILAND

Thailand operates a diversified economy and property is around a quarter of the cost of the seemingly more obvious choice of Singapore. A proud nation whose culture will not be overrun by issues dogging the West, Thailand has seen a growing influx of international capital over the last decade – a trend we think will only intensify as its beauty, relative freedom and low cost of living will make it an attractive option for foreigners looking to relocate.

STRATEGIC REAL ESTATE FUND

REGISTER YOUR INTEREST

By filling in the above form you are expressing the interest to receive more information, as and when it becomes available, prior to the launch of each fund. You will not be “marketed” to and we would never share your details.