Real estate
$26.2bn
Asset under Management*
30+
Year track record
125+
Investment professionals*
As of December 2023 * Excludes the assets and investment professionals of the real estate credit teams.
A multi-award winning real estate manager
Property Manager of the Year
LAPF Investment Awards 2022
UK Core Property Manager of the Year
Professional Pensions Awards 2022 & 2019 WINNER
Highest total return relative to benchmark
MSCI UK Property Awards 2021 (ZPF)
Local experts, connected globally
In a world where change is constant, successful real estate investing is about adapting to harness new opportunities – something our platform of diverse expertise and agility was built to do.
A key component of our multi-faceted Alternatives business
Columbia Threadneedle’s global real estate capability is a key part of a $33.5bn Alternatives business, supported by a leading global asset management company with a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets.
Our defining strengths to deliver long-term value creation
We aim to get close to our customers, exceed expectations and deliver outperformance
Experienced, dynamic, responsible
Deep local expertise in key markets
High conviction thematic philosophy
Active investment and asset management
Our real estate teams
Through its combined resources as a global investment business, Columbia Threadneedle provides the responsive partnership and market expertise investors need to manage their real estate investments.
Based in the UK, Continental Europe and the US, our real estate teams work together to offer a global perspective for clients by bringing our teams’ insights together. Our teams use their deep knowledge of local markets, specialist approaches and a network of connections to unearth opportunities not all managers can access. We combine an entrepreneurial approach with sophisticated, structured, institutional practices.
Our teams' sourcing advantages are rooted in a highly disciplined investment strategy aimed at the leading indicators of real estate demand. Our investment professionals are able to efficiently and expertly cover their markets and cultivate long-term relationships enhancing our sourcing capabilities. This existing and growing network provides outstanding on-the-ground execution and helps uncover compelling off-market investment opportunities.
Direct real estate
Listed real estate equity
Real estate credit
Our real estate capabilities and specialisms
A clear and consistent client centricity lies at the heart of our real estate offering, with solutions available for a wide range of investors including pension schemes, institutions, platforms, private wealth and retail investors. We curate investment strategies across the risk/return spectrum to suit client expectations on returns, sustainability outcomes, liquidity and leverage. These strategies then deploy capital either thematically, focused on favoured sectors or themes, or are dynamically balanced to provide exposure across a range of sectors or geographies.
In direct real estate, core/core+ strategies seek durable cash flow while mitigating downside risk by investing in stabilised properties and portfolios. Value-add strategies invest at favourable points in the capital market cycle in properties which can offer significant upside potential from value appreciation through physical improvements and lease repositioning. Opportunistic strategies aim to achieve significant capital appreciation in properties through rehabilitation or development.
Listed real estate equity (Real Estate Investment Trusts or “REITs”) offers liquid exposure to many real estate sectors and can provide enhanced diversification to real estate portfolios by geography, sector and property type.
REITs typically own high quality real estate assets with many of the leases tied to inflation or fixed escalators. REITs therefore have the potential to generate a reliable and growing income stream for shareholders, and assets could see further capital appreciation over time as rents grow and replacement costs increase.
Listed real estate companies can offer exposure to many sectors that are supported by structural growth trends, including logistics, data centres, healthcare and residential assets.
Investing in real estate responsibly
At Columbia Threadneedle, we continue to evolve our approach to responsible property investment framework to consider and integrate ESG factors in a manner consistent with our responsible investment philosophy and approach. Our responsible business vision in real estate is based on a framework which encompasses several key principles.
For physical properties we hold, we consider all relevant environmental and social factors with integrity and rigour, as appropriate to each of our assets.
At an individual asset level, we typically seek to determine exposure to short- and longer-term climate risks and look to capture data relating to energy demand, consumption, carbon emissions and biodiversity to inform risk mitigation strategies and improvement opportunities that can deliver positive change.
Our approach to integrating ESG factors on an asset level and portfolio basis is supported through the relevant ESG steering and project groups within our real estate teams. Along with Columbia Threadneedle’s expert Responsible Investment Team, they keep a watchful eye on emerging risks and opportunities presented by market trends and legislative change.
We are seeing that for properties to remain relevant to occupiers and investors, they need to deliver best in class sustainability credentials.
In addition to direct intervention in our property assets, as a significant investor in listed real estate equity, we also actively engage with the property companies we invest in to drive better outcomes for our clients. We heighten pressure on investee companies to enhance their standards of governance and increase the provision of social and environmental outcomes data, informing our view of their long-term prospects.
Our leadership team
Direct real estate and listed real estate equity
Our direct real estate and listed real estate equity teams encompass 125+ investment professionals and are are supported by a comprehensive operating platform across such functions as Property Management Oversight, ESG, Research, Operations, Tax, Accounting, Risk, Compliance, Governance and Insurance.
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
A diversified investment opportunity
UK real estate: half-year health check
Real estate – understanding the new normal
Real Estate: Preserving Value
Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
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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.