Skip to main content

Investing For Insurance Clients

ACORE CAPITAL is one of the largest Investment Managers of U.S. commercial real estate debt specializing in Customized Separately Managed Accounts for insurance companies.

$17B+ / $19+ B

$17B+ of our $19+B AUM is with Insurance Companies1

FHLB

92+ / $3.8+ B

Loans ACORE CAPITAL Pledged to FHLB Programs For Insurance SMA Clients2

Unique Borrowers

500 +

Repeat Borrowers

~ 50 %

Borrowers with 3+ loans

79

Target Loan Size Millions

$50-$300M+

ACORE CAPITAL’s Relationships With the U.S. Commercial Real Estate Industry

U.S. CRE Industry

FHLB Financing Program
ACORE CAPITAL has pledged 92+ loans to FHLB programs since 2020, resulting in $2.2+ billion of financing for our insurance clients.2

Scalable Data Infrastructure

We continually invest in large-scale data, technology, and human infrastructure to meet the increasing needs of insurance companies.

Insurance clients benefit from ACORE CAPITAL’s proprietary monitoring systems that integrate data from reporting and accounting systems, generating centralized reporting and analytics to support daily reporting across liquidity, accounting, and collateral items.

  • Pipeline Reporting
  • Daily SEC Master/Accounting Transactions interfaces to client’s reporting systems
  • Liquidity Reporting – Comprehensive roll-up projection of new production, future fundings, payoffs and extensions
  • CECL Data File Templates Generation for 3rd Party Modeling Solutions
  • DSCR and DY Reporting
  • CM Reporting – Transitional Loan
  • FHLB Reporting – Balance
  • Maturity Reporting
Asset Management

Our long-term relationships with insurance companies and our experience dealing with their investment challenges enable us to continually innovate to meet their future needs.

Investor Relations

1 Assets Under Management (“AUM”) is calculated as follows: for all separately managed accounts (i) includes senior loan components if held by the ACORE CAPITAL client, (ii) excludes ACORE CAPITAL clients’ uncalled capital commitments and is net of impairments. For pooled investment vehicles, (i) includes total loan funded balances plus uncalled investor capital commitments and is net of impairments. Figures include both funded and committed unfunded amounts, as of 6.30.24.

2 As of June 30, 2024.

3 Timeframe includes the period that the founding Investment Committee members worked together at prior companies.3Timeframe includes the period that the founding Investment Committee members worked together at prior companies.

All figures as of June 30, 2024 unless otherwise indicated.

1 Assets Under Management (“AUM”) is calculated as follows: for all separately managed accounts (i) includes senior loan components if held by the ACORE CAPITAL client, (ii) excludes ACORE CAPITAL clients’ uncalled capital commitments and is net of impairments. For pooled investment vehicles, (i) includes total loan funded balances plus uncalled investor capital commitments and is net of impairments. Figures include both funded and committed unfunded amounts, as of 6.30.24.

2 As of June 30, 2024.

3 Timeframe includes the period that the founding Investment Committee members worked together at prior companies.3Timeframe includes the period that the founding Investment Committee members worked together at prior companies.

All figures as of June 30, 2024 unless otherwise indicated.