Investing in your family

Preserving and growing wealth for generations by leveraging real estate as a pillar of your portfolio strategy.

The Real Estate Investment Office (TREIO) is an established international team committed to optimising your family needs by preserving and expanding your wealth to ensure lasting prosperity.

As specialists in property advisory and asset optimisation strategies, we carefully source, manage and enhance assets from several classes including residential, office, logistics, hospitality, healthcare, wellbeing, and mixed-use developments.

Our mission is to deliver balance within your portfolio by facilitating informed decisions that fit within the families’ vision and financial strategy over time.

115 years of combined experience

£4.2 billion in career transactions and asset management

Global real estate finance and banking strategic advice

What we do

TRIEO provides strategic, acquisition and asset management advice to ultra-high net worth individuals and families, trusts and charities concerning all aspects of residential and commercial property investment in the UK and Europe.

We offer discreet, independent and insightful advice as well as qualified investment opportunities, many of which are confidentially sourced.

We provide a comprehensive service to all our clients, where necessary overseeing the appointment and supervision of ‘best in class’ third party professionals to complement our service.

We take the time to understand our clients’ investment objectives at the outset. ESG and impact considerations underpin our investment approach along with wealth preservation strategies to ensure that our client’s investments remain relevant in an ever-changing economic and legislative environment.

We act for a select and limited number of clients to steadfastly avoid conflicts of interest between clients and structure our fees in such a way that our business interests are aligned with those of our clients. Simply put, we listen, we enable, we perform.

Family matters

“TREIO was established in 2020 to provide strategic portfolio, transaction, asset management services and unbiased advice.

We add value by providing ongoing intentional management of individual property assets and portfolios to enhance and preserve the wealth of our clients.”

Chris Horler
CEO and Founder

An investment philosophy tailored to you

Advice

Strategic portfolio advice is provided at the outset then tailored to our client’s risk appetite, return criteria and wider investment portfolio considerations.

Experience

Multi-market experience and international contacts enable our team to source assets that matches your long-term family financial and lifestyle objectives. We advise and enable you to build flexible real estate options within your family.

Understanding

Where wealth preservation is paramount, we focus on balanced property risk management and ‘know what bad looks like’ to protect your family.

Case studies

HEALTHCARE & WELLBEING

Wellness project
Switzerland

Advice to private bank on distressed asset
Review, Analysis, Proposition
Reposition brand analysis Opco/Propco solution
Highlighted key issue of incomplete freehold title
Complete rebrand, repositioning and advice on securing full freehold
Consolidated list of Top 15 global wellness brands – identified space in the market for a hybrid wellness /medical retreat for both short- and long-term residency
Identified the business case for a secure campus with access by helicopter as well as private transfers
Conducted market research to identify the client base for this wellness offer

LEISURE & HOSPITALITY

Mixed-use redevelopment
Switzerland

Off-market opportunity through our network to acquire 17 hectares of alpine land with hotel, ski lift and piste into a major ski domain
Sourced capital partner
Assembled local team of consultants
Complete reappraisal of scheme and current planning
Proposed a complete change in planning to reflect the best economic use of the land and wider strategic plan
Negotiated land price and phasing
Local contacts have potential buyer for surplus land, tenants for student accommodation and tenant for the commercial space
Example of in-house expertise and our local networks Europe-wide

RESIDENTIAL

Residential bridging finance
London

Strategic advisor to royal family client on a London residence in London
Refinanced through a FIC as too complex for mainstream banking market
Assessed hope value of converting single villa into luxury flats
Connected through our network the family to London law firm to pursue the fraud element and to undertake the legals on the bridge
Marketed the property with outline planning for new flat development
Disposed and paid off bridging loan

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Property Investment, Finance & Private Office Services

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LONDON | GENEVA | DUBLIN | HOUSTON

+44 (0)7450 904 568