Our flagship global strategy which provides clients with the broadest and most diversified exposure to the world’s real estate markets. The strategy invests in both REITs which primarily own and operate commercial real estate as well as real estate operating companies (REOCs) which generate a higher percentage of revenue from real estate development activities. Investors may access this strategy through a separate account, a pooled fund, a collective investment trust (CIT), or through a mutual fund and variable annuity products.
The strategy invests primarily in global REITs and real estate companies that generate a majority of the revenue from lease income received from the ownership and operation of commercial real estate properties. The strategy’s emphasis on real estate owners and operators with consistent and visible cash flows may enhance portfolio yield and provide attractive total returns with less risk over the long-term. This strategy is available through a separate account and through a fund.
A high-conviction, high active share portfolio of global real estate equity securities. Our most concentrated opportunistic strategy focused on investing in high quality real estate mispriced in the securities market. The strategy employs a robust risk management process which seeks to mitigate downside risk through stock selection, managing market exposure, and portfolio optimization tools. This strategy is available through a separate account only.
A global ex-U.S. strategy investing primarily in developed European, Asia-Pacific, and Canadian markets with opportunistic exposure to emerging markets. The portfolio provides diversified exposure across property sectors investing is both REITs which primarily own and operate real estate as well as real estate operating companies (REOCs) which generate a higher amount of revenue from real estate development activities. Investors may access this strategy through a separate account or through a mutual fund.