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2026 Perspective

Listed Real Estate Strategy

Real estate markets evolved significantly in 2025, reinforcing the need for adaptability and resilience. Egbert Nijmeijer, Co-Head of Real Estate, explains how we are navigating cost pressures and focusing on scale and quality in 2026.

Decarbonising Real Estate

From apartments to offices and data centres, real estate accounts for nearly 40% of global CO2 emissions; more than any other sector. At the same time, real estate is central to the climate change discussion: where will we still be able to live and work safely?

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Disclaimer
Van Lanschot Kempen Investment Management ( VLK IM) is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. This document is for information purposes only and provides insufficient information for an investment decision. As asset manager VLK IM may have investments, generally for the benefit of third parties, in financial instruments mentioned in this document and it may at any time decide to execute buy or sell transactions in these financial instruments. This document has been produced independently of the companies mentioned, and the views contained herein are entirely those of VLK Investment Management. This document does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. The opinions expressed in this document are our opinions and views as of such date only. These may be subject to change at any given time, without prior notice.

Real Estate: general risks to take into account when investing in Real Estate strategies
Please note that all investments are subject to market fluctuations. Investing in a Real Estate strategy may be subject to real estate risks, country risk and equity market risks, which could negatively affect the performance. Under unusual market conditions the specific risks can increase significantly. Potential Investors should be aware that changes in the actual and perceived fundamentals of a company may result in changes for the market value of the shares of such company.

The value of your investment may fluctuate. Past performance provides no guarantee for the future.

There’s a saying in Dutch, Kom verder, it means many things and it’s our business philosophy. It captures the way we work with clients but also the way we steer our investee companies to deliver shareholder value through active engagement.

Capital at risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance provides no guarantee for the future.

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at 20 Gracechurch Street, London, EC3V 0BG Tel: +44 (0)20 3636 9400. Van Lanschot Kempen Investment Management (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.