International (ex-US) Real Estate Securities Strategy

Our International real estate strategy seeks capital appreciation and income through investments in the real estate equity securities of companies located primarily in developed markets in Europe and Asia. Total return target is 12-15% over a market cycle. As the markets evolve and REIT-like structures become more prevalent, an increasing portion of the total return will come from dividend income.

The portfolio invests in 25-35 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, US Institutional Mutual fund and Offshore Fund. For more information please contact us at info@euroinv.com.

EII Property World Invest (ex-US) Financials > download German version > download English version

EII Property World Invest (ex-US) Semi Annual > download German version > download English version