Private Banking|Professional Solutions|Investment Management|Investment Banking|About us
Contact
Login
Van Lanschot Kempen Logo
  • Products and solutions
  • Sustainability
  • Fund Library
  • Insights
Professional Investor - Netherlands

Listed Real Estate

Combining sustainable views, data and control measures to build well diversified portfolios of listed real estate funds

Objective

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

Philosophy 

  • Valuations in the real estate sector are inefficient and,  we believe, contain mispricings at the building and fund level.   One factor is certainly is the industry's dependence on backward-looking appraisals and for this reason we aim to achieve  forward-looking valuations.
  • We take a very different approach to industry peers, combining a data-driven, quantitative approach with qualitative expertise and experience. We believe this helps us make superior investment decisions.
  • Fundamentally we believe that 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 systematic 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;
  • constructing portfolios based on aggregate currency weightings intended to neutralise macro factors, while focussing fully on stock-specific real estate analysis and investing.
  • Neutralizing macro factors, while focusing fully on real estate-specific fundamentals”.

We deliver this approach with a global or European focus.


Listed Real Estate Insights

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.

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.

Our listed real estate team

Egbert Jan Nijmeijer Van Lanschot Kempen

Egbert Jan Nijmeijer

Co-head Real Estate

Jorrit Arissen Van Lanschot Kempen

Jorrit Arissen

Co-head Real Estate

Isaura Wolswijk Van Lanschot Kempen

Isaura Wolswijk

Portfolio Manager

Lucas Vuurmans Van Lanschot Kempen

Lucas Vuurmans

Portfolio Manager

Mihail Tonchev Van Lanschot Kempen

Mihail Tonchev

Portfolio Manager

Daan van Aert Van Lanschot Kempen

Daan van Aert

Portfolio Manager

Jasper de Fluiter Balledux Van Lanschot Kempen

Jasper de Fluiter Balledux

Portfolio Manager

Alex Williamson

Alex Williamson

Portfolio Manager

Andreas Welter

Andreas Welter

Portfolio Manager

Michael Sylvester Van Lanschot Kempen

Michael Sylvester

Portfolio Manager

Fully focused on your future

Private Banking
  • Offices
  • Entrepreneurs
  • Healthcare
  • Executives
  • Business professionals
  • Wealth management
  • Conditions
  • Private Banking - Belgium
  • Private Banking - Switzerland

Professional Solutions
Investment Management
Investment Banking

© Van Lanschot Kempen Investment Management NV 2024Security and fraud awarenessPrivacy & cookiesDisclaimer