A rare bird

We are known as a specialist boutique and real estate partner to large institutional investors. REITs are our DNA. Our clients benefit from our expertise and insights. Our strategy is simple:
We chose to remain small and nimble to be able to deliver for our clients.

About us
image
image

Seeking Value In High Conviction

A specialist asset manager with a high conviction and selective approach.

We design concentrated, high conviction portfolios. We focus on REITs and customized solutions for clients who value our partnership. Our philosophy is simple: We look for value in every stock that we select for our clients.

Discover our solutions

Bespoke Services

A solutions provider focused exclusively on client outcomes

Our clients are our strategic partners. Finding real-life investment solutions for them is our passion. We listen to our clients and fine-tune our services to heighten their level of satisfaction.

Our client service mantra is simple: Every client is unique and deserves our full attention.

Investment philosophy

Central to what we do are our core beliefs that guide our decision-making process and how we construct and manage our portfolios.

  • REITs are correlated to stocks in the short-term but…
  • Over the medium to long-term, they perform like real estate.
  • The nature of the listed market leads to divergences between stock prices and intrinsic value but…
  • Significant discounts to intrinsic value do not happen often.
  • There are no shortcuts in a disciplined underwriting process.
  • We prioritize on-the-ground research and detailed financial modelling.
  • Closet indexing has become more and more prevalent. We believe in high conviction portfolios.
  • Tailored strategies to meet desired client outcomes.
  • We must stay small to maintain our liquidity advantage.
  • A hard cap on assets is necessary in our niche space.

Get in touch

Connect with us if you have any questions on our offering or tailor-made solutions, we’re always eager to exchange with investors.

Get in touch with a member of our team