Strategies
Real Assets
U.S. Real Estate Securities Strategy
|
U.S. Real Estate Securities Strategy |
Strategies
Real Assets
U.S. Real Estate Securities Strategy
|
|
|
The investment philosophy of the Global Listed Real Assets team is based on the premise that the performance of real estate securities will be most highly correlated with the underlying value of their assets. In aiming to achieve core real estate exposure in a cost-effective manner, the team invests in the equity securities of publicly listed U.S. real estate companies that it views as offering the best value relative to their underlying assets and growth prospects.
Deep Understanding of the Real Estate Asset Class |
The team trusts their proprietary research to unearth subtle differences between various real estate markets with the aim of providing clients with exposure to the asset class at the most favorable relative valuations. |
Long-standing Tenure of Investment Team |
Comprised of long-tenured and highly experienced investment professionals, the team offers investors the benefit of their shared experience and track record as a team dedicated to real estate securities investing. |
A Well-Defined Value-Orientated Investment Process |
Since inception, the team has consistently implemented a well-defined investment process that is geared toward providing our clients with diversified exposure to the real estate asset class in a cost-efficient manner, and at the most favorable relative valuations. |
Proprietary Research Models |
With extensive experience and expertise in both the public and private real estate markets, the team maintains proprietary NAV models for every company in the investable universe; results (implied cap rates, implied price per square foot, NAV premium/discount) are triangulated versus private market real estate valuations. |
Effective December 31, 2020, Ted Bigman is no longer serving as the portfolio manager on the Strategy. The Strategy will be managed by Laurel Durkay, who was added as a Portfolio Manager effective December 7, 2020.