Investment Options & Investor Services

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Investment Options

PROFIMEX CircleOne
Profimex House Funds

A real estate Fund that offers investors a risk adjusted return through a range of diversification methods including geographical, sectoral, strategic, and managerial. The Fund includes a variety of real estate investments in the United States and Western Europe, and is managed by Profimex.
The Profimex Investment Committee reviews investments approved by the investment committees of Profimex’s global partners and the Fund invests in them, only after they have been unanimously approved. When the volume of investment allows it, the Fund offers additional investors the opportunity of investing in conjunction with it.

Profimex’s house funds optimally fulfill the principle of diversification between different and varied investments in real estate abroad. Most of the Fund’s investments focus on a strategy that both yields a current return and creates value for long-term growth upon disposition.

Feeder Funds
Funds managed by
our strategic partners

Funds with sectoral and geographical distribution, which benefit from the optimal management of our global strategic partners with extensive experience and many years of expertise.

Co-Investments
Investment alongside the fund

Investment in an asset or portfolio of assets managed by one of our partners.

Each investment is backed by a detailed business plan with goals, objectives, and cash flow expectations, which have been reviewed and approved by the Profimex Investment Committee.

Profimex Co-Investment Portfolio (CIP)

A Portfolio of investments alongside the fund
A portfolio consisting of several investments approved by the Fund’s Investment Committee.
The portfolio includes investments solely in the United States, the duration of holding of which, according to the business plan, is up to 5 years and yields a current quarterly return.
Portfolio investors benefit from diversification across multiple investments.

Investor Services

Profimex provides investors with a range of services that allow them to make rational investment decisions and receive detailed updates regarding their portfolio. For this purpose, Profimex offers investors high-level professional services:

Investor Portfolio Managers

IPMs are dedicated contact persons assigned to each investor to provide information about new investment opportunities and manage investment procedures throughout their lifecycle. Quick and effective replies to any question are at the heart of our investor services and whenever necessary the IPMs contact our various departments (back office, finance) or the local partner to address the relevant inquiry.

Profimex’s IPMs all possess analytical skills and expertise in complex transactions, in addition to varied backgrounds and high proficiency in a wide range of fields, such as economics, law and management.

Finance Department

In order to provide our investors with access to high entry threshold investments, Profimex tailors a dedicated legal structure for most of its investments, including reporting and ongoing accounting and legal management. These structures are planned and managed through our financial department, which also provides current updates on the portfolio’s status, financial reports, tax deductions and replies to investor queries.

Back Office Operation

The back-office operation is responsible for carrying out all capital calls and distributions to investors, issuing tax forms with regards to the different investment entities via accountants’ offices. The department also enables investors to convert currencies at superior rates for investment purposes.

The Back office team provides investors with quick response and bank-level services at the highest standards.

Reporting

The reporting department is responsible for examining the quarterly and annual reports received from our partners on the various investments made, and their respective business plans. The department analyzes the investment data on an ongoing basis in order to provide detailed reports to investors. In recent years, Profimex has developed a dedicated reporting system enabling investors to receive immediate updates.

Profimex also holds regular meetings in Israel with investors and local partners, where the latter report on the status of investments, macro and micro data, as well as their views regarding the market situation and future strategies.

Legal and Regulations Department

The Legal Department is responsible for all aspects of law and compliance, including compliance with Prevention of Money Laundering rules in Israel, the United States, and the European Union.

In addition, the Legal Department is responsible for all aspects of the contractual association with the investment managers and the investor’s joining in the partnership, and for creating legal structures that will support investment and tax planning.

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