Listed real estate equity
The managers believe that the price of real estate securities may not always reflect the true underlying value of the assets. The physical real estate markets remain private with all transactions ‘over-the-counter’, thus limiting liquidity and transparency. This results in moments when individual listed real estate stocks are either over or under-valued relative to the wider market or their peers and consequently there are opportunities to generate outperformance.
Capabilities
Global, US and European REIT strategies, available in Long Only or Extended Alpha, closed ended or daily dealing, and segregated account structures
Hybrid strategy (direct real estate + REIT exposure), liquid daily dealing format
Market neutral strategy
Insights
UK Real Estate: Talking Points April 2024
2024 Global Real Estate Outlook
Targeting relative value in listed real estate
The resurgence of Europe’s luxury high streets is gathering momentum
UK real estate: half-year health check
Delivering sustainable returns in real estate investing
Real estate – understanding the new normal
Build to rent investment – performance, resilience, and a great diversifier
Real Estate: Preserving Value
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Investment strategies
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.
Our funds
Important Information
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). For marketing purposes. The above information is intended for informational purposes only and should not be considered representative of any particular investment. This should not be considered an offer or solicitation to buy or sell any securities or other financial instruments, or to provide investment advice or services.
In the UK: Issued by Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. 517895, both registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.
Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.