Our latest quarterly update of the Global Real Estate Securities market review and outlook is now available.
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Global Real Estate Securities is a core, risk-managed strategy that aims to deliver strong, risk-adjusted performance. The strategy has a total return focus and aims to identify high-quality companies trading at attractive prices in the global and US real estate markets.
Why choose this investment strategy?
We’ve been managing real estate securities since 1998. Our Global Real Estate Securities strategy offers several benefits:
Where Global Real Estate Securities invests
The strategy is available as a separate account or commingled investment. It invests in publicly listed securities that derive at least 50% of their assets, income, or revenues from one or more of the following:
• Institutional commercial real estate ownership
• Institutional real estate development
• Real estate-related services, such as leasing, management, and brokerage
• Mortgage origination, servicing, and investment
The securities we invest in may be structured as real estate investment trusts (REITs). We also regularly invest in non-REIT holdings such as real estate operating companies (REOCs) or other real estate-related entities. We selectively participate in both IPOs and secondary offerings, but we don’t participate in private placements.
Our latest quarterly update of the Global Real Estate Securities market review and outlook is now available.
...
In this paper we present the compelling reasons why investors' portfolios would benefit from an allocation to REITs, and...