ATLAS RE CAPITAL - Investor questions

Why Separate into Three Compartments?

To provide LPs with full flexibility and maximum transparency. Each compartment has its own metrics (DPI, TVPI, RVPI), its own waterfall, and its own risk profile. There is no cross-subsidisation.

What Is Native vs. Synthetic Value Creation?

Native value comes from real estate: capex works, repositioning, ESG transformation.

Synthetic value comes from financial engineering: NAV loans, continuation vehicles, artificial DPI.

We pursue the former, never the latter.

How Do You Transform a Sub-IG Asset into IG?

Energy audit → capital expenditure plan → certification → lease renegotiation → tenant repositioning toward IG tenants → yield compression of 150–250 bps.

What Is Your ESG Track Record?

Several successful transformations (hotels, residential, offices), improved energy performance ratings (EPCs), achieved certifications, increased valuations, and green refinancings.

Can LPs Invest in a Single Compartment?

Yes. Each compartment is independent; LPs are free to construct their allocation without constraints.

Frequently Asked Questions from Institutional Investors