Real estate investments
Diversification through property
Our real estate strategy enables you and your clients to access a diversified portfolio of the best real estate assets in the world, managed by leading property teams, with some of the world's strongest companies as tenants.
As active stewards of your investments, we are serious about our responsibility to drive positive change. We continuously engage with the companies we invest in on your behalf to encourage positive change.
Investment Process
We invest across two pillars: thematic and income.
The thematic part of the portfolio gives exposure to the long-term themes we have identified and that we believe will drive above industry growth rates. Examples of this are the healthcare sector which profits from an ‘ageing population’ and the self-storage sector, which profits from ‘urbanisation’.
The income part of the portfolio gives exposure to some of the best real estate assets around the world managed by some of the best management teams and provides a stable and growing (dividend) income stream in most market conditions.
The combination of the two parts of the portfolio gives investors a stable and growing (dividend) income stream from the Income part of the portfolio and a growth strategy from the thematic part of the portfolio.
Real estate Offerings
When selecting companies our real estate team emphasise quality in the buildings, the locations and the management teams, working with a highly regarded consultant to ensure access to fundamental on-the-ground research.
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