INVESTMENTS STRATEGIES

Investment Strategies & Solutions

At our core, we are dedicated to delivering sustainable and innovative solutions for your real asset investments. We leverage a wealth of market insights and data to execute on every facet of an investment’s lifecycle, driving exceptional outcomes for you and your portfolio.

BUILDING A DIVERSE AND INCLUSIVE ENVIRONMENT

Indirect Private Real Estate

Gain access to compelling real estate investment opportunities through private funds and vehicles featuring best-in-class operating partners. Our expert team carefully curates investment options across various real estate sectors, such as commercial, residential, and logistics, to provide investors with diverse portfolios that align with their goals and risk profiles. We offer a range of investment strategies and vehicles, allowing investors to access the real estate market with confidence and ease.

Our approach to real estate investment solutions is centered around the pursuit of value in markets and assets, providing investors with customized global opportunities through separate accounts or pooled strategies. We leverage programmatic ventures, co-investments, secondaries (both LP and GP led), and funds, partnering on each strategy with trusted local specialists to create comprehensive and tailored solutions. Our investment philosophy is grounded in a disciplined approach to portfolio construction, selecting the optimal investment structure to deliver the best execution for each targeted investment theme.

Real Estate Credit

Wide-ranging loan products backed by assets operated by experienced and well-capitalized borrowers.

Our clients have access to private credit investments, via loans backed by real estate across a diverse range of property types and sectors and through investments in pooled strategies and separate accounts. We have the capability and experience to manage the whole lifecycle of a real estate loan—from origination, underwriting and execution, to management and maturity—we directly originate a wide range of first mortgages from our broad and well capitalized borrower bas.

Direct Private Real Estate

Our investment solutions span the real asset spectrum, from direct and indirect private real estate investments to infrastructure, listed securities, and credit strategies. Our experienced team brings a wealth of knowledge and insights to every step of the investment process, helping to optimize performance and deliver value to our clients.

We provide our investors with a diverse range of direct private real estate investment opportunities across various risk profiles and sectors, such as logistics, residential, commercial, and retail. Our team acquires and operates buildings through regional and global programs, offering the potential to benefit from our investor-operator capabilities. We balance the objectives of investors with the needs of occupiers, bringing expertise in all aspects of an investment's lifecycle. Our on-the-ground, real-time insights and intelligence are critical to this, which we derive from our comprehensive AncoraOak platform and select best-in-class partners. From acquisition, development, and repositioning, to leasing, management, finance, and disposal of assets, we leverage all capabilities to provide superior investment outcomes.

Listed Real Assets

Our investment strategies offer diversification and increased liquidity, transparency, and flexibility through investments in public markets. We combine our deep market insights and expertise with a disciplined investment approach to create portfolios designed to achieve our clients' investment goals. By investing in publicly traded securities across a range of real assets, we provide access to opportunities across sectors and geographies, while also offering the ability to adjust investments to changing market conditions. Our clients benefit from our dynamic investment approach and focus on risk management, which helps us to achieve better investment outcomes.

Our clients have the opportunity to invest in a diverse range of actively managed portfolios that encompass listed real estate, listed infrastructure, and listed real assets solutions. We believe that our strategies offer a competitive edge by targeting consistent dividend income, competitive total returns, and increased liquidity, transparency, and flexibility through the public markets. By combining in-depth insights and intelligence with disciplined risk management and portfolio construction, we aim to provide diversified exposure to commercial real estate property owners and operators, as well as companies that provide exposure to essential core infrastructure assets.