InvestiRE SGR

What InvestiRE SGR does

InvestiRE SGR S.p.A. is an Italian real estate asset and investment management company (Società di Gestione del Risparmio), headquartered in Rome with secondary offices in Milan, and operates as a wholly-controlled subsidiary of Banca Finnat Euramerica S.p.A. The company manages a diversified portfolio of 50+ closed-end real estate funds and SICAF vehicles, organized by asset class and risk/return profile, and serves 250+ institutional investors spanning Italian banks, insurance companies, pension funds, foundations, and international partners. The product surface covers residential private rented sector (PRS Italy, PRS Italy 2, Twin, TIDF, Project Dream), social and affordable housing (Veneto Casa), student housing (iGeneration), senior living (Spazio Blu), healthcare real estate (Spazio Sanità), hospitality (Portopiccolo, Shire), office and commercial (Secondo Re, FIP, FIP Moscova, Ca' Granda, Atheneum, VIA Cavour SICAF, Re Club 1), logistics (NIL, Q4), and luxury niche vehicles (Reve SICAF), with notable operating partnerships including KOS Group in healthcare and Minor Hotels (Tivoli) in hospitality.

The firm's revenue model is subscription/recurring fund management: management fees are calculated as a percentage of assets under management, varying by strategy (Core, Value Added, Opportunistic), with ancillary professional services in asset management, development, leasing, and repositioning. Distribution is direct institutional sales-led, executed through a network spanning co-investors (Partners Group, H.I.G. Capital), financiers (BNP Paribas, Natixis CIB, Intesa Sanpaolo), public partners (Cassa Depositi e Prestiti, Regione Veneto, INPS, Fondazione Enpam), and academic institutions (Bocconi, Politecnico di Milano, LUISS). The company holds 131 employees and integrates ESG frameworks including LEED, BREEAM, and WELL certifications alongside a CDP social rating on Social Housing initiatives, reinforcing its positioning in Italy's alternative real estate market. Recent strategic activity — the December 2025 acquisition of Natissa SGR from Bain Capital, the €140M PRS Italy financing (March 2026), and the €130M CDP senior-housing partnership (April 2026) — points to continuing offensive expansion across asset classes and regions within Italy.

Name

InvestiRE SGR

Legal name

InvestiRE SGR S.p.A.

Website

https://investiresgr.it

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

101–250 employees

Short description

InvestiRE SGR is an Italian regulated real estate asset manager (subsidiary of Banca Finnat) operating 50+ specialized funds and SICAF vehicles across residential, social housing, healthcare, hospitality, logistics, and student housing for 250+ institutional investors.

Ownership category

akta.pro rank

Product category

Real Estate Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Investment Pools and Funds (5259), Other Financial Vehicles (525990)

SIC

Real Estate Agents & Managers (For Others) (6531), Investors, Nec (6799), Real Estate Investment Trusts (6798)

akta.pro primary industry

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

akta.pro secondary industries

Hospitality (Hotels & Resorts) Asset Management (BPAJAMAE), Residential Investment Property Brokerage (SFR/Small Multifamily) (BPAJAAAE), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Real estate fund management
• Asset management services
• Social housing investment
• Institutional real estate
• Italian property funds

Headquarters

HQ city

Roma

HQ country

Italy

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Fund Management Fees: Management fees from managing diversified real estate funds including residential, social housing, student housing, healthcare, hospitality, logistics, and commercial funds. Revenue generated through fund administration and asset management services.
2. Investment Management Services: Asset and investment management services for institutional investors, managing real estate portfolios with focus on value creation through development, leasing, and repositioning.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

InvestiRE SGR manages approximately 50 diversified real estate funds on behalf of institutional investors across Italy, covering residential (PRS Italy, Secondo Re), social housing (Veneto Casa), student housing (iGeneration), healthcare (Spazio Sanità), senior living (Spazio Blu), hospitality (Portopiccolo, Shire), logistics (NIL, Q4), commercial/office (FIP, FIP Moscova, Atheneum), and SICAF vehicles (Reve, VIA Cavour). The company provides full asset and investment management services including fund administration, development, leasing, repositioning, and ESG integration.

Product overview

InvestiRE SGR is a real estate asset and investment management company and subsidiary of Banca Finnat Euramerica S.p.A. The company's core offering is a diversified portfolio of specialized real estate funds and investment vehicles managed on behalf of institutional investors. The product lineup includes: residential funds (PRS Italy, Secondo Re, Re Club 1) for private rented sector and residential investment; social infrastructure funds (Veneto Casa, Spazio Sanità, iGeneration) for social housing, healthcare facilities, and student housing; commercial/office funds (FIP, FIP Moscova, Atheneum, Ca' Granda) for office and commercial properties; hospitality/leisure funds (Portopiccolo, Shire) for hotels and resorts; specialized niche funds including Spazio Blu (senior living), NIL (logistics), Q4 (industrial), TIDF/Twin (fractional/residential development), and Project Dream (residential/office divestment). The company also operates SICAF vehicles (Reve, VIA Cavour) and offers a proprietary training program, the InvestiRE Master Class, in partnership with academic institutions. All offerings are oriented toward institutional investors seeking specialized real estate exposure across Italian markets.

Differentiator

Problem solved

Functional benefit

Brands

• InvestiRE Master Class: Premium corporate training program in Real Estate finance and investment, launched in 2019 as part of Finnat Academy, providing education to clients and employees.

Products and services

• Fondo PRS Italy A private rented sector (PRS) real estate fund for institutional investors with leased luxury properties in Rome, Milan, and Turin, holding approximately 500 residential units; sequel PRS Italy 2 launched in 2025 adds another 500 units.
• Fondo Secondo Re

Quantifiable outcome

• Families save approximately 25 million EUR per year through Social Housing funds
• +3 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eight partnerships are on record, tiered major, core and minor.

• Impresa TononmajorStrategic or Co-development Partner · 23 February 2024Joint venture with Partners Group, Investire SGR, and Impresa Tonon for Northern Italian last mile and big box logistics projects totaling about 100,000 sqm.
• Minor Hotels / Tivoli Hotels & ResortscoreChannel Partner/ Reseller/ Distributor · 16 June 2023Partnership with Minor Hotels (owner of Tivoli brand) for management of Tivoli Portopiccolo Sistiana Resort. Minor Hotels manages hotel, SPA, beach club, and F&B outlets with 530 hotels in 56 countries.
• Regione VenetocoreOthers · 8 September 2021Regional government partner in Veneto Casa Fund for social housing initiatives, along with CDP Immobiliare, Intesa Sanpaolo, Fondazione Cariparo, and Fondazione di Venezia.
• H.I.G. CapitalcoreStrategic or Co-development Partner · 15 January 2020Partnership for Portopiccolo tourist complex relaunch valued at approximately 150 million EUR. Investire SGR and H.I.G. Capital collaborating on hospitality sector revitalization.
• KOS GroupcoreChannel Partner/ Reseller/ DistributorHealthcare operator managing Spazio Sanità fund facilities with over 2,200 beds across 8 Italian regions. Leading health and care services provider for elderly care and rehabilitation.
• Università BocconiminorOthersUniversity partnership for talent recruitment and professional development, with Investire managers offering lectures in Real Estate field.
• Politecnico di MilanominorOthersTechnical university partnership for talent recruitment and industry collaboration in real estate sector.
• LUISSminorOthersUniversity partnership in Rome for talent recruitment with Investire managers offering lectures in Real Estate.

Scale indicators10 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• COIMA SGR: Italian real estate asset manager operating multiple funds with urban regeneration and ESG focus, directly comparable to InvestiRE's diversified Italian fund platform.
• Kryalos SGR: Italy-domiciled SGR managing real estate alternative investment funds across core, value-add, and opportunistic strategies — a like-for-like competitor to InvestiRE's multi-fund structure.
• Savills Investment Management: Real estate investment manager with European fund vehicles across multiple asset classes including living sectors, directly comparable to InvestiRE's pan-sector Italian strategy.
• IREM (Italian Real Estate Management): Italian real estate asset manager focused on residential and social infrastructure funds, closely comparable to InvestiRE's PRS Italy and social housing vehicles.

Broad incumbents

• Patrizia (TPG Real Estate): Large European real estate investment manager with diversified fund offerings across asset classes; larger scale but overlapping institutional investor base and product set with InvestiRE.
• CBRE Investment Management: Global real estate investment manager offering diversified funds and separate accounts; competes with InvestiRE for institutional mandates and Italian exposure.
• Cushman & Wakefield (Investment Management): Global investment management arm with European fund products offering multi-sector real estate exposure comparable in breadth to InvestiRE's platform.
• AXA IM Real Assets: Large European real assets platform of AXA IM managing diversified property funds including residential, healthcare, and logistics — overlapping segments with InvestiRE.
• Hines (Italian operations): Global real estate investment and development firm with European fund products including Italian exposure in logistics, residential, and office — overlapping niches.

Regional players

• Generali Real Estate: European real estate investment arm of Generali Group with significant Italian presence and diversified fund strategies serving institutional clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInit.linkedin.com/company/investire-sgr

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about InvestiRE SGR