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    Real Estate:Scotland is the voice of the real estate industry in Scotland, an industry that accounts for one in every 13 jobs. We work collaboratively with policy makers and other industry stakeholders to create a thriving built environment that provided the homes, leisure and employment spaces that Scotland needs.
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    We deliver our mission by working collaboratively with national and local government and other partners; by promoting knowledge, innovation and best practice within the industry.
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Post-Event Summary

AREF - FUNDamentals Session 1: Introduction to Funds Foundation

Back to Our Work

On 17 June 2025, AREF held the first session in our new FUNDamentals Training Series, designed to build knowledge and confidence around the structuring and operation of real estate funds. While this was originally intended to be an in-person event, it was held as a webinar due to unforeseen circumstances—and we were pleased to welcome a wide range of participants from across our membership.

Sponsored by the Aztec Group, the session opened with a short introduction from Ben Grainger, who also shared details of Aztec’s new NextGen networking group for young professionals, before the main training began.

The session focused on the foundations of fund structures, setting the scene for the five sessions still to come.

We were joined by Charles Crowe (Managing Director, PGIM Real Estate) and Darren Stolzenberg (Partner, CMS), who led the training. They covered:

  • An overview of the current investment environment and opportunities

  • Fund structuring and regulatory frameworks (including AIFMD)

  • The differences between open-ended and closed-ended funds

  • Fund vehicles such as limited partnerships, REITs, JPUTs and the new Reserved Investor Fund (RIF)

  • Key considerations around deployment, leverage, fees and fund lifecycles

  • Trends in thematic investment, operating platforms and evolving investor needs

The session also included practical insights for fund managers, particularly around capital raising, redemptions, and how to navigate today’s challenging market conditions. Charles and Darren also answered questions from attendees on fund structures, VAT implications, RIF applications and more.

 

View slides and video recording below

Play Video: Introduction to Funds Foundation
Introduction to Funds Foundation
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