Unlisted investments in Real Estate and Private Equity. Through strategic partnership we source investment opportunities based on our core strengths.
Coeli has invested in Private Equity since 2006 and Real Estate since 2016. We offer clients to invest alongside us and partake in investments as part of a broader portfolio and via direct investments in individual cases.
We are convinced that Private Equity and Real Estate can make a valuable difference in a long-term portfolio. There are never any guarantees with an investment, and you should always consider the investor base and the risks associated with a specific investment.
Private Equity provides exposure to unlisted companies outside the stock market. Historically, the returns are higher for Private Equity-investments than listed assets and investments, largely due to beneficial entry-points, and the structural increase in value that an unlisted environment enables, combined with close partnership between investors and companies. As investors, we must have a high tolerance for risk and a long-term investment horizon.
Real Estate investments outside the stock market generate returns through structural changes and economies of scale. Direct investments in Real Estate demand substantial capital and a high level of expertise. Our Real Estate investments provide exposure to the Real Estate market outside the stock market.
Our longstanding relationships and expertise in the industry provide access to differentiated global opportunities within the Private investments space.
Our investments typically has potential to generate 3-5x within 3-5 years and with investment teams with solid track records, strong cash flows, and profitability in markets with low sensitivity to economic cycles and with potential for a significant market growth.
Through our own investment company, we develop and invest in direct investments and portfolios within Private Equity and Real Estate and always take active ownership.
Coeli is always an active owner in our investments. In addition to being an investor ourselves, we have an active role in raising capital and sourcing add-on investments and investors. To ensure prominent and lasting partnerships, we work closely together with investment teams and conduct comprehensive market analyses and implement investment processes with clear criteria and goals. We provide legal support, financial expertise and give access to our extensive network of entrepreneurs and market experts.
We are committed to long term value creation and growth journeys, and ultimately generating returns for our investors.
Whether you are a company leader looking for an experienced and knowledgeable investment partner to take the next step in the company’s journey, or an investment team looking for partnership and raising capital to a Private Equity structure, Coeli is a long term partner. We have the resources and experience needed for long term partnership and lasting value creation.
Coeli has established an extensive network of companies, entrepreneurs and investment teams that together comprise a powerful foundation for our sourcing of new investment opportunities.
Through a structured process and with a dedicated sourcing team, we identify and evaluate hundreds of companies and entrepreneurs every year. This creates a valuable platform and for the continued expansion of existing portfolio companies. We typically invest in or start 7-10 new investment cases per year that meet all our investment criteria.
Marcus Johannisson | Monica Bergvall | |||
|---|---|---|---|---|
| Head of Coeli Investment Partners, Partner |
| Head of Private Equity Direct Investments | ||
| +46 73 022 23 32 marcus.johannisson@coeli.se | +46 8 400 613 26 monica.bergvall@coeli.se |
Please note that there are always risks associated with an investment. Risks associated with unlisted investments (which are generally not associated with listed companies) are: low liquidity in the share; shares are locked-in as it cannot be sold as easily as listed assets with open market; risk of failiure to achieve growth targets; risk of bankruptcy; unlisted investments do not have the same transparency of shared information as listed companies.. Past performance is not a guarantee of future returns. The value of the investment can both increase and decrease and an investor may not get back the full amount of capital originally invested.
