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Real Estate Investment Management

Fund Management Services:

  • Management of Bank Collective Trusts – Bank collective trusts offer significant advantages over other types of pooled fund vehicles for most institutional investors. NewTower was established in 2005 as a Maryland trust company to enable it to manage the Multi-Employer Property Trust (MEPT), a large core real estate fund and bank collective trust. NewTower has the specialized expertise, systems, and knowledge to manage trusts holding real estate and other investments.
  • New Fund Creation – NewTower is experienced at creating and managing tax efficient fund structures designed to meet specific investor objectives.

New Tower’s advantage in fund management is based on:

  • An effective investment decision-making process through NewTower’s Trust Real Estate Investment Committee, overseen by the board-level Trust Investment Committee. NewTower's Investment Committees also provide an independent review of investment recommendations of third-party investment advisors.
  • An industry-leading valuation model and procedures.
  • Experienced staff and advanced processes and procedures for fund accounting, reporting, cash management, and trust custody, all specifically adapted for the management of real estate and other real asset portfolios.
  • A customized investment reporting and analysis program that provides managers a deeper understanding of a fund's performance drivers.
  • Leading edge information technology that supports NewTower’s primary functions in investment decision-making, accounting, performance, reporting, and valuation.

 

 

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NewTower Trust Company