Global Real Estate Securities Strategy

Our Global Real Estate Strategy seeks capital appreciation and income through investment in the real estate equity securities of companies worldwide. The investment team generates superior returns through regional, country and property sector allocation, as well as rigorous company analysis and stock selection. Total return target is 10-12% over a market cycle.

The portfolio invests in 40-60 companies that are actively engaged in the development, ownership and management of real estate. Holdings are diversified across regions, countries and property sectors. The strategy is opportunistic and focused 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, a US Institutional Mutual Fund and as an Offshore Fund. For more information please contact us at info@euroinv.com.

Download - Fund Financials for EII Global Property Fund in German

Download - Fund Financials for EII Global Property Fund in English

Download - Semi Annual for EII Global Property Fund in German

Download - Semi Annual for EII Global Property Fund in English

Download - Notice to German Shareholders