European Real Estate Securities Strategy

Our European Real Estate Strategy seeks capital appreciation and income through investment in the equity securities of European real estate companies. Total return target is 12%, or +200 basis points over the European Public Real Estate Association (EPRA) Index.

The portfolio invests in 25-35 European companies that are actively engaged in the development, ownership and management of real estate. Holdings are diversified across countries and property sectors. The focus is principally on those countries and sectors with the greatest growth potential, where economic and real estate fundamentals are most attractive. An emphasis is placed on under-valued, under-appreciated and/or lesser-known companies which are well managed and well positioned to capitalize on the trends in their respective markets.

The investment style is value driven, top-down/bottom-up: fundamental country and company analysis drive our investment themes and stock selection. Companies are evaluated based on financial models, management visits and property tours.

This strategy is currently offered as a separate account vehicle. For more information please contact us at info@euroinv.com.