Investment Funds

The “Capital Advisors Renta I” Fund was created in April 2007, in order to invest in different assets that generate real estate income.

The Fund has participated in the development and acquisition of different real estate assets, totaling close to 90,000 m2 and more than US $ 145 million of investment.

Among the properties are the office buildings "El Bosque 90" (ex - Movistar), "CCU", "Magdalena Norte" and "Apoquindo 4700", in addition to the development of "Apoquindo 2929" and "Barros Errázuriz"

The “Capital Advisors Renta Hotelera” Fund was created in January 2008 to acquire a controlling stake in the Atton Hotels chain, which had 2 hotels and a total of 451 rooms in Santiago.

In June 2013, the "Capital Advisors Renta Hotelera II" fund acquired an additional 50% of the company, obtaining full control.

During these years, a private equity and business plan was executed allowing the company to grow and position itself as a leader in the hospitality industry in Latin America, being recognized among others by Trip Advisors, granting the "Travelers Choice 2018" award to Atton San Isidro.To accomplish this goal, a high-performance professional team was built, recognized by Great Place To Work in several countries, and also by the South American Hotel & Tourism Investment Conference, who awarded the "Hotelier of the Year 2015" award to Francisco Levine, the company's CEO.

In November 2018, the Fund sold the company to Accor Hotels and A3 Investment. Under the management of Capital Advisors, Atton Hoteles increased its presence significantly, operating 1,987 rooms distributed in 7 cities in the countries of Chile, Peru, Colombia and the United States, in addition to 390 rooms under construction at the time of the sale of the company.

The Capital Advisors Centros Comerciales fund was created in March 2010 to acquire 50% of Patio Comercial, a company that had 16 neighborhood-style shopping centers and 168 stores spread over 35,000 m2 at that time.

In November 2017, the Fund sold its stake to Grupo Patio. During the investment period of the Fund, Patio Comercial significantly grew its portfolio of assets, which at the date of the sale consisted of 47 neighborhood shopping centers, a mall in Rancagua and 16 shopping centers under construction. Patio Comercial managed more than 550 stores in 160,000 leasable m2, positioning itself as the main developer and administrator of neighborhood shopping centers in the country.

During these years, a high-performance professional team was built and a business plan was executed that allowed the company to grow and become an industry leader.

The “Capital Advisors SCL Apoquindo” Fund was established in January 2012, to acquire 100% of the SCL Apoquindo Building and receive the rental income.

The building was designed by the prestigious Izquierdo & Lehmann architecture office and built by Constructora Echeverría Izquierdo. It has 21 open-plan floors and more than 21,000 leasable m2.

SCL Apoquindo is located at the intersection of Apoquindo and Américo Vespucio Avenues and has an unbeatable location in terms of accessibility, connection to public transport and level of equipment in the uptown Military School sector of Las Condes.

The building was sold in 2019 to a local investment fund.

Capital Advisors co-managed two Funds with the objective of investing in residential development projects, in association with experienced and prestigious real estate companies in the industry.

Both funds invested in 14 projects located in different cities in Chile, partnering with 8 real estate companies.

The assets involved through these funds totaled US $ 120 million and generated sales of US $ 270 million.

The fund began in 2010, ending with the sale of the last project in 2015.

Capital Advisors has managed the Real Estate Investment Fund "Capital Advisors Fundación Parques Cementerios" since May 2015, a fund whose main asset is 100% of the property of "Grupo Nuestro Parques". This is one of the main cemetery park operators in Chile, with 4 cemeteries in the Metropolitan Region, one in La Serena and one in Santa Cruz de la Sierra, Bolivia.

During these years Capital Advisors has executed a business plan that has allowed the company to expand its operations, incorporate new lines of business and make its operations more efficient. Today the company has a highly experienced professional team that will allow it to continue its growth and positioning in the industry.

Additionally, the Fund has participated in the development and acquisition of different real estate assets, totaling more than US $ 145 million of real estate investment.

Capital Advisors Investment Funds, in alliance with “America’s Capital Partners” as exclusive sponsor, manages the Capital Advisors Real Estate Office US Fund. It was created with the objective of investing in office buildings in the main cities of the east coast of the United States.

The Fund made investments of ~ US $ 230 million in 7 buildings; 4 in Atlanta, Georgia and 3 in Charlotte, North Carolina with more than 147,000 m2 under management.

The Fund, with a duration of 7 years, began its operations in January 2014 and during the same year, managed to invest 100% of the Fund's resources.

For its administration and management, Capital Advisors maintains an office based in the city of Miami, from where the control and monitoring of the Fund and its investments is carried out.

Capital Advisors structured a second investment fund, "Capital Advisors Real Estate Office II", in order to continue capturing business opportunities in the real estate office market in the United States, also in association with "America’s Capital Partners".

The Fund, managed by Capital Advisors Administradora General de Fondos, was registered with the Superintendency of Securities and Insurance in April 2015 and is aimed at Institutional and Qualified Investors. It lasts for 7 years.

The Fund invested ~ US $ 180m in assets spread over 4 buildings; 2 in Atlanta, Georgia, 1 in Dallas, Texas and 1 in Denver, Colorado, with more than 101,000 m2 under management.

The Capital Advisors Real Estate Office US III Private Investment Fund was launched in October 2019, with the objective of acquiring the “Tuscany Village Center” office building, located in Denver, Colorado.

TTuscany Village is a class A office building, with 258,000 SF and 864 parking spaces, with a Core Plus business strategy.

The Fund has a duration of 7 years and is aimed at qualified investors.

Capital Advisors Investment Funds launched the Investment Fund “Capital Advisors Real Estate Multifamily US I”, in order to invest in multifamily assets in the main cities of the United States, in alliance with Acre Valley and BH Management.

The Fund invested in ~ 1,900 garden-style low-rise multifamily rental condo units in 4 locations in the cities of Dallas, TX, Raleigh, NC and Charlottesville, Virginia.

The Fund is managed by Capital Advisors Administradora General de Fondos S.A. It has a duration of 7 years and is aimed at qualified investors.

The purpose of the Capital Advisors Global Equities Fund is to be the structural element of a diversified equity portfolio, aiming at obtaining the performance of the world's stocks. The fund invests in more than 40 countries and is highly diversified in more than 8,300 companies.

The fund's added value comes from its exposure to the 4 academically identified return dimensions for equities, its operational simplicity, and its cost efficiency.

The Fund's main objective is to invest in closed, special or joint stock companies whose main objective is the development, construction, operation and exploitation of port infrastructure, businesses and services, and the investment in lands destined for the development and exploitation of said infrastructure, operations and services (hereinafter the 'Companies' and the 'Projects').

The Fund's investment in the Companies will be carried out through investment in shares, securities convertible into shares, securities, bonds, negotiable instruments, negotiable instruments and other debt instruments issued by them.