Private Equity Fund Manager

specialized in the Mexican Real Estate Sector

 

VERTEX REAL ESTATE INVESTORS

Vertex Real Estate Investors is a registered trademark of Vertex Real Estate S.A.P.I. de C.V.

VERTEX Real Estate Investors is a private equity fund manager specialized in the Mexican Real Estate Sector.

The VERTEX local executives have an accumulated experience of more than 80 years of successful transactions.

 

Among many projects, they have participated in more than one hundred real estate transactions in Mexico related to assets with value exceeding USD $6.8 billion in all asset classes of the Mexican Real Estate sector in various roles such as builders, developers, private equity investors, lenders, and investment banking advisors with some of the most important companies both Mexican and Global.

 

FONDOS

CAPITAL

PRIVADO

VERTEX’ executives have been involved in developing

57 shopping centers

25,300 residential units

100 industrial warehouses

32 office buildings

5 land developments

22 hotels

24 financings / restructurings

Through different roles and responsibilities, VERTEX executives have had in their professional careers profound exposure to the diverse asset classes in the Real Estate sector, participating as Partners, Board Members, Directors or Counterparties of many of the main players in the Real Estate sector in Mexico.

 

One of the shareholders of VERTEX is the Mack Real Estate Group (“MREG”), a global Real Estate investor and private equity fund manager which, since 1993, has participated in multiple Real Estate funds and joint ventures that have raised more than USD $14 billion in equity commitments. The main shareholders of MREG were the controlling owners of AREA Property Partners.

 

 

 

At Vertex Real Estate Investors (VERTEX) we share a passion to create value for our investors based in the following principles:

Ricardo Zúñiga

Adrián Aguilera

Héctor Sosa

Fernando Delgado

Partner and CEO

• More than 25 years of experience in the Real Estate sector, having participated in transactions related to assets with value that exceeded USD $2.3 billion.

• Experience as investor having directed the fund or its investments in Mexico for 6 private equity funds specialized in Real Estate, including Hines Emerging Markets Real Estate Funds I & II, The Peabody Funds and O’Connor Capital Partners.

• Vast experience as developer and general contractor in companies like Hines, BCBA Impulse and Hardin Construction Group.

• Has been board member of several companies including DeMet, GAcción, BCBA Impulse and the Joint Ventures of O’Connor Capital Partners in Mexico including ARA and Aryba.

• Currently board member of Fidelity National Title Mexico.

• Holds a B. S. in Civil Engineering from Universidad Iberoamericana in Mexico City and an MBA from the Wharton School of Business in Philadelphia.

Partner

• More than 26 years of experience in the financial sector.

• Has participated in financial operations focused in the Real Estate sector that add up to USD $3.5 billion, including funds investments, collateralized and subordinated debt financings, sales, restructurings and portfolio management, as well as buy and sale of Real Estate assets in Mexico and the U.S.

• Before founding Vertex in 2009, he was a Director in the Real Estate group at Credit Suisse, conducting DCM, ECM and M&A transactions. Before that, he was a Director at GE Real Estate.

• Holds a B. S. in Industrial Engineering from Universidad Iberoamericana in Mexico City and a Master of Business Administration (MBA) from Georgetown University in Washington D.C.

• He is currently a Member of the Management Board and the Investments Committee of Vertex.

• He is also a Member of the Management Board of Special Olympics.

Partner

• 21 years of experience in the construction and Real Estate sector, having participated in transactions related to assets with added value that exceeded USD $1.3 billion. 3 years of experience in the FMCG industry.

• Experience as investor having worked on or directed investments in 4 private equity funds specialized in Real Estate, including The Peabody Funds and O’Connor Capital Partners.

• Experience as COO and Business Development at Hardin Construction Group, where he led the Mexico office.

• Graduated with honors from Universidad Iberoamericana, from where he holds a B. S. in Civil Engineering. Holds an MBA from the University of Texas at Austin.

 

Partner

• 18 years of experience in the Real Estate, financial advisory and investment banking sectors, having participated and led transactions with added value of over USD $1 billion.

• Former Acquisition Director in AIG’s Global Real Estate Mexican fund and previously Investment Director at BCBA Impulse, one of the largest residential and office developers in Mexico.

• Previously he was Investment Banking deputy director at Protego Asesores (now Evercore Partners).

• Graduated with honors from ITESM, from where he holds a B. S. in Industrial Engineering, and graduated with honors from the Booth School of Business at the University of Chicago, from where he holds an MBA.

• He has accredited levels I and II of the CFA Program (Chartered Financial Analyst).

 

On March 14, 2011, the listing of the Certificates of Development Capital (Certificados de Capital de Desarrollo or CCD’s or CKD’s) of VERTEX Real Estate FUND I took place.

This fund raised MXP $1,671m to be invested in all of the Real Estate asset classes in Mexico.

 

VERTEX FUND I was the first multi-asset class Real Estate private equity fund in Mexico, where Mexican institutional investors came together, including highly regarded domestic pension funds (AFORES) and insurance companies operating in the country.

 

Through this first fund, VERTEX invested in 8 projects: 2 in the Luxury Hotels sector, 5 in the Residential sector and 1 in the Retail sector.

Following is a list of the investments of VERTEX FUND I:

On December 23, 2015 the Stock Market listing of the Real Estate Certificates emitted by Vertex Real Estate DOS, S.A.P.I. de C.V. took place.

This fund raised MXP $3,046m to be invested in all asset classes of the Mexican Real Estate sector.

 

The acquisition potential of this second Vertex fund tops MXP $6,000m given its conservative leverage capacity.

 

Following the same strategy as Vertex Fund I, this second fund seeks to acquire and/or develop retail, office buildings, hotels, residential projects, industrial facilities and mixed-use projects.

 

Vertex business model is based on partnering with land owners, developers or operating partners in order to carry out joint investments in the best Real Estate properties of the country.

 

The investors of Vertex Fund II’ certificates issued in the Mexican Stock Exchange are the same as in Fund I, a fact that confirms the trust, satisfaction and commitment to Vertex. Among them, we can find the most prestigious Mexican pension funds (AFORES) and insurance companies.

 

Paseo de los Tamarindos 90

Torre 1-Piso 12

Bosques de las Lomas

05120, Mexico City.

+52 . 55 . 1105 . 2700

vertexre@vertexre.com

Investor Relations

Adrián Aguilera

adrian.aguilera@vertexre.com

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*Vertex Real Estate Investors es una marca registrada de Vertex Real Estate SAPI de CV