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M24 Sunshine
STRATEGY · III

Joint ventures.

A committed equity line for sponsors with a visible pipeline. A Luxembourg-domiciled co-investment vehicle for institutional LPs.

THE PARTNERSHIP

A long-dated equity line, not a single cheque.

Our joint-venture programme is designed for developers who have outgrown deal-by-deal fundraising. You have three, five, sometimes ten schemes moving through pre-development at once. Each one needs equity. Each one takes six months to raise. The compounding cost \u2014 in time, in opportunity, in lost deals \u2014 is the single biggest drag on mid-market European developers today.

We solve that with a programmatic vehicle: one capital commitment from us, drawing down against a pre-agreed investment mandate, sleeve by sleeve. You raise once. You focus on execution. Your reporting obligations sit inside a Luxembourg structure that institutional LPs already trust.

For LPs, the structure is equally clean. A Luxembourg SCSp under an independent AIFM, SFDR Article 8 disclosure, quarterly audited NAV, and a pre-defined co-invest waterfall for larger deals. No blind-pool commitment for a vehicle that hasn\u2019t proven itself \u2014 allocation happens deal by deal, with veto rights at LP advisory committee level.

WHY PROGRAMMATIC

Four reasons sponsors graduate from deal-by-deal.

i

One capital partner. Many deals.

Instead of a separate raise per scheme, you get a programmatic equity line: committed capital that draws against a pre-agreed investment mandate. No deal-by-deal fundraising friction.

ii

Institutional-grade governance

Luxembourg SCSp vehicle with independent GP, AIFM oversight, and SFDR Article 8 disclosure. You get the governance that institutional LPs expect — without standing up a fund yourself.

iii

Carry aligned, not loaded

Clean 8% preferred return to LPs, 20% carry above hurdle to the sponsor-GP stack. No GP catch-up, no fee on committed (not invested) capital, no asset management fees layered on top.

iv

Co-invest optionality for LPs

Institutional LPs get pro-rata co-invest rights on every transaction above €15m, with zero management fee and carry on the co-invest sleeve. A real co-invest programme, not a brochure.

WHO THIS IS FOR

Two sides of the same vehicle.

SPONSOR

Developers with 3+ delivered schemes

A visible 24-month pipeline and the operational bandwidth to run a programmatic vehicle alongside deal execution. Existing equity partner stretched, over-allocated, or no longer a strategic fit.

INSTITUTIONAL LP

Family offices, endowments, pensions

Looking for a €5m–€25m allocation into European real-estate equity with transparent reporting and a co-invest option for selective deal-by-deal participation. SFDR Article 8 compatible.

NEXT STEP

Programme-level conversation?

We work with five to seven sponsors at a time. If that sounds like the right rhythm, start here.

Stay informed

Market notes from our desk —
monthly.

Short, sharp briefings on European real-estate equity flows, Basel IV, and deal structure. No fluff.

  • i Capital flows and equity structure across Germany, UK, France, Spain, Luxembourg.
  • ii Regulatory notes — Basel IV, CSRD, SFDR — what actually matters to deal structure.
  • iii Select case notes from our ready-to-build pipeline.
Ships month-end ~8 min read
ISSUE 18 · APR 2026
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