Non-listed Real Estate

Diversified portfolios of unlisted real estate

Objective

We seek to achieve long-term value by building diversified portfolios of non-listed real estate funds, operating across a range of market segments.

Philosophy

In our view:

non-listed real estate offers defensive characteristics in higher-inflation environments and lower correlation to equities and bonds;
the non-listed real estate fund market is inefficient and contains mispricings at the building and fund level which can be identified and exploited by combining a data-driven, quantitative approach with qualitative expertise and experience;
location, building quality and ability to meet sustainability demands are key determinants of return potential, while management quality, ESG pedigree and balance sheet strength determine the risk profile of the investment.

Approach

Our team follows a investment process that blends quantitative and qualitive expertise and experience with the aim of:

expanding a continuous, industry-leading data infrastructure of relevant, global real estate data at fund and building level, as the cornerstone of our quantitative decision-making and differentiation;
enabling investors to anticipate the effects of the major sustainable transitions;
driving insights from this unique investment approach to establish optimal entry and exit valuation points by taking a methodical, scored approach to evaluating return potential and risk;
Neutralizing macro factors, while focusing fully on real estate-specific fundamentals”.

We deliver this approach with a global or European focus.

Non-Listed Real Estate Insights

Investing with a Social purpose

When we mention and analyse “ESG” within an investment environment, we strongly believe that it is wrong to ignore the ‘’S’’, the Social component, as it has long term financial materiality.

In this short paper we explore this important and often overlooked area in detail.

Download the white paper

Fund library

Please visit our fund library for detailed information on our funds. For more sustainability-related information, please refer to the sustainability-related information section of the fund library

Go to fund library

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