Active management matters

Leveraging a 360° view of real estate markets and our extensive market presence, our specialized investment approach seeks to capitalize on mispriced opportunities in U.S. listed securities.

Established, consistent portfolio management

Listed REIT experience spans 25+ years, combined with long tenured leadership and philosophy, backed by one of the largest dedicated REIT investment teams.

Disciplined stock selection focused on quality at the right price

Rigorous, fundamental analysis identifies quality businesses we believe are undervalued.

Attractive returns

Established track record of pursuing attractive risk-adjusted excess returns through bottom-up stock selection and diversifying across a large number of medium-sized active weight positions.

Increased total return potential: REITs have the potential to enhance portfolio returns with historical outperformance compared with U.S. equities and bonds.

Multiple diversification benefits: Exposure to diversified property types with low correlations to other asset classes; complementary to a private real estate allocation.

Historical inflation hedge: REITs have outperformed equities during high inflation environments , with dividends from a durable and often growing income-stream tied to contractual leases and capital appreciation tied to real asset ownership.

Liquidity: More liquid than direct ownership of property and provides immediate exposure to diversified real estate.