STRATEGIES

Global Real Estate Securities

Our broadest real estate portfolio, providing an efficient means of allocating to globally listed real estate

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Next Generation Real Estate

Invests in real estate sectors related to e-commerce and properties that support the digital economy, as well as those close to the changing residential needs of key demographic cohort

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Global Realty Focus

Concentrated portfolio of global real estate securities that we believe have significant upside, with the objective of delivering superior returns for investors with higher risk tolerance

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Global Rental Securities

Diversified portfolio of global real estate securities that derive a majority of revenue from income-producing real estate properties

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Real Estate Completion

Customized to complement an investor’s existing core private real estate holdings, including access to newer economy and non-traditional property types

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U.S. Realty Focus

Concentrated portfolio of U.S. REITs and other real estate securities that we believe have significant upside, with the objective of delivering superior returns for investors with higher risk tolerance

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U.S. Realty Total Return

Seeks to maximize total return, with a balance of capital appreciation and current income, by investing in a diversified portfolio of U.S. REITs and other real estate securities

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Real Estate Opportunities

Diversified U.S. REIT portfolio with opportunistic allocations to real estate debt and preferred securities, REITs, international real estate securities and options

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Insights by Jason A. Yablon

A new market regime for REITs

August 2024 | 6 mins

A regime shift to lower rates is a favorable backdrop for REITs, in our view.

The active advantage in listed REITs

The active advantage in listed REITs

May 2024 | 14 mins

The diversity and complexity of the real estate market give specialist active managers a wide field of opportunities to potentially enhance returns.

Why we see favorable entry points emerging for REITs

January 2023 | 18 mins

Listed REITs have likely priced in a recession; Our analysis points to a recovery next.