Real Estate

Long-standing experience and track record in real estate investing

Hospitality mindset to managing commercial property

For 50 years we have navigated through a dynamic real estate landscape, continually evolving our aim to deliver outperformance in all economic environments. What has remained constant is the way we combine top-down economic and real estate research with in-depth local knowledge of the markets in which we operate to source and underwrite superior risk-adjusted opportunities. We regard the buildings in which we invest as businesses in their own right, which need nurturing and developing to ensure a strong and sustainable relationship between owner and occupier.

A trusted partner with a local presence and active ownership expertise across sectors

With strong local footprints in the world’s most attractive real estate markets, including the UK, Europe and Asia, our investors trust us to source what we consider the most sought-after investment opportunities and complex development projects. We go beyond simply providing access to these opportunities; we provide years of specialist knowledge and experience to drive sustainable value and to give us a competitive advantage in the market.

Generating long-term value through operational improvements

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Our dedicated in-house data scientists identify long-term market trends and short-term market disruptions that inform our investment decision-making, allowing us to identify what we consider the most attractive cities and locations

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We take an active ownership approach, developing tailored business plans for each asset that are constantly fine-tuned to generate optimum returns. These may encompass strategies such as (re)development, lease re-gearing, and enhancing sustainability

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We apply a hospitality mindset to services, operations and lease terms, managing every asset as though it is a stand-alone business. This means optimising services, making efficient use of resources and adjusting lease terms to allow occupiers’ businesses to thrive

ESG is thoroughly embedded into our entire investment process

We believe integrating ESG considerations into our investments creates more resilient assets supporting financial returns. We aim to determine ways our portfolio can reduce impact on the environment and enhance social benefits for our tenants and surrounding communities. We have made a Net Zero Carbon Commitment and our Pathway is available here. We set a sustainability policy annually which sets our commitments and objectives which we apply to all strategies and assess environmental and social impact within our portfolios. Our Environmental Management System is certified to ISO14001* and we are adopting the Operating Principles for Impact Management framework, duly adapted for the needs of our investment strategies. Our commitment has received industry recognition: we have participated in GRESB since 2011 and in 2020 all 9 funds achieved Green Stars, with one fund achieving a 5 star rating; we include sustainability in our fund reporting, achieving an EPRA Best Practice Sustainability Reporting Gold Award for the past 3 years. *(for the asset management of direct real estate in the UK and Europe, ISO 14001 is an internationally agreed standard that sets out the requirements for an environmental management system)

Key Investment Risks

Volatility risk: The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. 

Liquidity risk: There may be very limited liquidity available via the secondary market of the proposed Fund given the underlying private credit assets and investors should consider an investment only if they intend to hold it for the life of the proposed Fund. Liquidity of the underlying investments might not be sufficient to meet investor subscription and redemption requirements. 

Interest rate risk: A rise in interest rates generally causes bond prices to fall. 

Credit risk of underlying issuers/lenders: A decline in the financial health of an issuer/lender can cause the value of its bonds/ loans to fall or become worthless. 

Currency risk: The fund can be exposed to different currencies. Changes in foreign exchange rates could create losses. 

Counterparty risk: The counterparty to a derivative or other contractual agreement or synthetic financial product could become unable to honour its commitments to the proposed fund, potentially creating a partial or total loss for the proposed fund. 

Derivatives risk: A derivative may not perform as expected, and may create losses greater than the cost of the derivative.

Concentration risk: The proposed Fund may be concentrated in a limited number of geographical regions, industry sectors, markets and/or individual positions. This may result in large changes in the value of the fund, both up or down, which may adversely impact the performance of the fund. 

Gearing risk: The proposed fund may borrow money to invest in further investments. Gearing will increase returns if the value of the investments purchased increase in value by more than the cost of borrowing, or reduce returns if they fail to do so. 

Valuation risk: The underlying private credit assets may be subject to inadequate pricing reliability. In addition, property-based vehicles invest in real property, the value of which is generally a matter of a valuer’s opinion. 

Industry/country risk: Legislative changes, changes in general economic conditions and increased competitive forces may affect the value of investments. Additional risks may include greater social and political uncertainty and instability and natural disasters. 

Infrastructure asset risk: Infrastructure assets expose investors to additional risks, in particular construction risk (e.g. construction delays, cost overruns, etc.) and deployment risk (e.g. capital being deployed in several instalments during construction period rather than upfront for brownfield investments).

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Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. All investments involve risks including the risk of possible loss of principal.