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INVESTMENT PHILOSOPHY

Our Approach

Our goal is to invest in real estate with the professionalism of an institutional investor and the entrepreneurism to capture value and invest dynamically. When considering the risk/return trade-off we strive to develop dynamic business plans that create high relative value, while focusing on real estate fundamentals and macro-economic trends to hedge against a rapidly changing environment.

Investment Methodology

Analysis

  • Identification of income producing assets with robust real estate fundamentals in strong macro economies
  • Identification of solid micro dynamics and good public transport access
  • Identification of market rents and proven sustained demand from tenants
  • Identification of supply-constrained markets and balanced risk assessment

Strategy

  • Invest in multi-tenanted assets and credit strong tenants with positive cashflow
  • Invest in assets with capital expenditure backlogs that require active asset management
  • Invest in liquid markets with multiple exit options across real estate cycles
  • Invest in micro locations that are exposed to positive structural changes or cyclical opportunities with development potential

Professionalism

  • Definition of specialized investment strategies and innovative investment proposals
  • Development of comprehensive downside-protected business plans with attractive risk-return profiles
  • Capitalisation of sustainable deal flow through an established real estate network
  • Quantification of institutional experience with accurate analytics

ESG Foundations and Pillars

Our business models are designed and executed with a strong affinity towards innovation and Environmental, Social, and Governance considerations (ESG). We evaluate ESG factors at all stages throughout our investment horizon, starting at the investment process with actionable business plans for identified ESG risks up to the disposition of assets. We further identify ESG opportunities such as third-party green building certifications and standards including DGNB, LEED, and BREEAM.

Examples of initiatives include:

Environmental

We consider renewable resources and prefabrication to reduce the CO2 footprint of all new investments

Social

We create innovative and smart workspace technologies that benefit employer and employee

Governance

We sponsor local communities in our investments through art displays and local events

For our corporate responsibility statement please click here.

Research Publications

Make informed real estate decisions based on our boutique investment management approach with strategic decision-making fueled by actionable insights from our in-house research and long standing experience in the real estate sector.

For all research publications please access our investment management hub here.

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