We have a deep understanding of these characteristics and of the underlying real estate assets of the stocks that we invest in. This enables us to offer a tailored approach to analysis and research to our clients.
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.
Prioritize on-the-ground research and detailed asset-level analysis. Develop and maintain proprietary financial models specific to Global REITs.
PropTech platform developed over nearly two decades. Deep analysis of valuation and historical trends to identify mis-pricings.
While we initially started out with our Concentrated Strategy as our core offering to investors, throughout the years we have added tailored solutions to our roster that aim to meet specific client needs and outcomes.
High conviction, best ideas strategy, focused on real estate securities in developed and emerging markets. Benchmark aware with alpha generation as key objective.
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Real estate securities strategy with a primary focus on income returns derived from high quality rental assets. Strategy emphasis on sustainable and growing streams of income.
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An extension of the Yield Strategy, focusing on similar income characteristics, with the addition of an ESG screening process aiming to eliminate poor ESG performers from the investment universe. Also incorporates the use of options to enhance yield and lower volatility.
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Exposure to real assets with a focus on using ESG screening and a focus on ESG risk management for listed real estate and infrastructure companies.
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Exposure to infrastructure assets with a focus on using a positive ESG screen and a focus on ESG risk management listed infrastructure companies.
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Portfolio of high-conviction global REITs in sectors and geographies where client does not have exposure in direct real estate investments.
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We invest across all major real estate asset classes.
We have access to Slate Asset Management’s private funds.
We operate within a highly successful institutional real estate manager, leveraging Slate’s collective private markets knowledge and Presima’s expertise and proprietary research.
