Our approach is focused on cities we believe are best positioned to benefit from global megatrends
Informed by over 85 years of real estate experience, our approach centers on three core beliefs:
- Global megatrends are key drivers of long-term real estate values.
- A cities-focused strategy can identify real estate locations best positioned for demographic and structural growth.
- Local expertise and ability to execute – together with global insights – are critical to portfolio implementation.
Where do we invest?
Our proprietary analysis of more than 4,000 cities has identified the top 2% of those cities that we believe are best positioned to benefit from global megatrends:
- Rising Middle Classes
- Ageing Population
- The rise of economic strength in the East
Our global cities strategy invests in North America, Europe and Asia-Pacific. Our dynamic allocation combines direct real estate with tactical allocations to listed REITs and real estate debt.