REAL ESTATE

Asset Class Overview

Real Estate Funds: Institutions investing in different types of real estate properties (offices, residential properties, retail stores, hotels / resorts, warehouses, etc.)

7-9%

Target Annualized Return

for core investments and low-to-mid teens for value-add / opportunistic investments

BENEFITS OF INVESTING IN REAL ESTATE FUNDS

Security

Investments are secured by real assets, with high asset cover

Diversification

Healthy mixture of cash yields and capital appreciation

REAL ESTATE FUNDS

BENEFITS OF INVESTING IN PRIVATE DEBT FUNDS

Different strategies include:

  • core (stabilized, significantly occupied, rental yielding properties)

  • vale-add (underutilized assets with low to medium modifications)

  • opportunistic / developmental (under construction properties)

CRITERIA FOR SELECTION OF REAL ESTATE FUNDS

  • track record, AM* capabilities & cross cycle experience

  • preference for geographically diverse & sector-wise agnostic funds

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