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

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.

Recession and the roadmap for listed and private real estate

September 2022 | 17 mins

We see an economic backdrop that will create an opportunity for strong vintage returns for both listed and private real estate. Both cyclical and secular shifts are likely to create investment opportunities, and we think allocating across both private and listed real estate will be critical.

Strong foundations: The case for real estate securities

August 2022 | 37 mins

Listed real estate offers access to high-quality assets with strong growth potential, providing an efficient, liquid vehicle for investors seeking the unique benefits of the asset class.