Aditya Birla Sun Life AMC – Real Estate Investment Advisory


Aditya Birla Sun Life AMC – Real Estate Investment Advisory

KEY PORTFOLIO ATTRIBUTES #

Year of Inception
Number of Stocks
Alpha (1Y)
Beta (1Y)

About Aditya Birla Sun Life AMC – Real Estate Investment Advisory

Aditya Birla Sun Life AMC (ABSLAMC) is one of India’s leading SEBI-registered asset management companies, offering diversified strategies including Portfolio Management Services, Real Estate Investments, and Alternative Investment Funds (AIFs). The firm operates with a sharp focus on risk-adjusted returns, capital preservation, and sustainable value creation. Its real estate strategy is anchored in structured debt investments secured by project cash flows and executed through disciplined underwriting practices.

Portfolio Managers

A. Balasubramanian
A. Balasubramanian Managing Director and CEO, ABSLAMC- Best real estate fund manager
Arvind Sharma
Arvind Sharma Head – Finance, Real Estate Fund

Investment Objective

The core objective is to deliver high-yield structured debt opportunities backed by secured real estate project cash flows. ABSLAMC’s real estate PMS product is designed to:

  • Generate quarterly payouts from cash-on-cash returns
  • Ensure capital protection through senior secured credit structures
  • Provide stable income to investors while aligning with project funding requirements

Investment Strategy

Geography:
Focus on Tier 1 cities like Mumbai, Bengaluru, Pune, NCR, Chennai, Hyderabad
-Markets with deeper demand, higher liquidity, and underwriting transparency

Property Type:
-Brownfield residential & office projects
-Financial closure or achievable closure + sponsor underwrite

Target Companies:
-Tier 1 Developers with proven execution
-Based on credit history, relationships, and due diligence

Product Features:

  • Senior Secured Debt with ~50%–60% Loan-to-Value (LTV)
  • IRR Target: 16% to 18% Gross IRR
  • Cash Flow Cover: 1.5x–2.0x, measured conservatively
  • Project Lifecycle Match: Fund tenure of 36–48 months (12–18 month lock-in)

Security Package Includes:

  • Mortgage rights, escrow control, hypothecation of cash flows
  • Post-dated cheques and personal guarantees

Risk Mitigation:

  • Only post-approval projects targeted
  • Conservative underwriting + micro-market analysis
  • Focus on fast-moving inventory (no luxury/affordable segments)

Strategic Advantage: Collaboration with BGO (BentallGreenOak)

ABSLAMC collaborates with BGO, a globally acclaimed real estate investment manager with:

  • $83 billion AUM across 12 countries & 27 offices
  • 750+ global clients
  • Ranked Top 10 Institutional Capital Managers (PERE 2020)
  • Sustainability leadership with ESG-focused global portfolio

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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