Since 1997, we have used our knowledge of the various commercial real estate security property sectors and regions to exploit market inefficiencies and generate alpha for our clients. We boast a very stable portfolio management team that has historically generated outperformance across market cycles.

Our real estate securities team, based in the U.S., Europe, and Asia, uses fundamental research to analyze and invest in securities issued by real estate-related companies. Combine that with the insights from our in-house private real estate professionals and equity analysts, and the result is a higher conviction in a company’s performance potential—an important ingredient to help clients achieve the outcomes they want.

Today’s market dynamics present compelling opportunities in public real estate equities. A disconnect between private market valuations and publicly traded real estate investment trusts (REITs) has created potential value in listed REITs. REITs are liquid, with generally strong balance sheets and access to capital, positioning them to capitalize on dislocations in the broader real estate market. They are an attractive option to deploy capital in a timely fashion across a broad set of quality real estate assets with significant exposure to non-traditional property sectors. Learn more about the current market environment, the role public real estate equities can play in a diversified portfolio, and the potential for long-term total return.

Our 360° view of global real estate gives us the insight needed to help you identify strategies that can offer compelling performance.

Our experienced investment teams provide comprehensive, specialized, and sustainable capabilities across all four quadrants of commercial real estate—public equity, private equity, public debt, and private debt—as well as infrastructure investing. Whatever real estate strategy or combination of strategies you believe is right for your objectives, we can help.