Investment Opportunities Explore By Investment Strategy

REGION

STRATEGY

North America

AEW U.S. Open-End Core Fund

Diversified, open-end real estate fund targeting institutional-quality multifamily, retail, office and industrial properties in well-located markets throughout the U.S. that provide preservation of capital, stable income and modest appreciation over the long-term.

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North America

AEW U.S. Open-End Core Fund

Strategy
Core

Sectors
Industrial, Multifamily, Office, Retail

Inception
2007

For clients with core objectives, AEW offers an open-end, commingled fund. We source, close and manage investments in the four primary property types (industrial, multifamily, office and retail) in major U.S. metropolitan markets. Our open-end fund seeks to provide investors with an attractive total return, with an emphasis on steady income generation.

There can be no assurances the strategy will achieve its objectives. The above transactions are presented to show recent AEW investments made on behalf of our clients. Although these transactions represent the types we may pursue in the future, no representation is made that similar opportunities will be available.

North America

AEW Value Investors Funds

Value-add investment strategies that provide investors with an attractive total return, comprised of current cash distributions and appreciation potential through re-positioning and other active management strategies. 

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North America

AEW Value Investors Funds

Strategy
Core Plus & Value-Add

Sectors
Industrial, Multifamily, Office, Retail

Inception
2004

AEW's value-add investment strategy is a growth and income strategy designed to take advantage of the re-balancing of America's demography and the real estate investment opportunities that will follow in its wake.  The strategy seeks to provide investors with an attractive total return, comprised of current cash distributions and appreciation potential through re-positioning and other active management strategies. 


There can be no assurances the strategy will achieve its objectives. The above transactions are presented to show recent AEW investments made on behalf of our clients. Although these transactions represent the types we may pursue in the future, no representation is made that similar opportunities will be available.

North America

AEW Senior Housing Funds

Value-add real estate funds targeting primarily joint ventures with experienced, operationally-astute seniors housing operators (public and private) in primary and secondary metropolitan markets in the U.S.

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North America

AEW Senior Housing Funds

Strategy
Core Plus & Value-Add

Sectors
Memory Care, Assisted Living, Independent Living, Age-Restricted

Inception
2007

AEW Senior Housing Funds target opportunities for acquisition, development and select repositioning primarily in the memory care, assistant living, independent living and age-restricted sectors of the seniors housing market.  The general focus is on investments in major metropolitan markets in the U.S. that exhibit strong underlying income demographics for both seniors and their adult children, as well as favorable supply/demand characteristics.

There can be no assurances the strategy will achieve its objectives. The above transactions are presented to show recent AEW investments made on behalf of our clients. Although these transactions represent the types we may pursue in the future, no representation is made that similar opportunities will be available.

North America

AEW Partners Funds

Opportunistic investment strategies that seek to identify and capitalize on emerging investment trends before they become fully-appreciated by the broader market.  

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North America

AEW Partners Funds

Strategy
Opportunistic

Sectors
Industrial, Multifamily, Office, Retail

Inception
1988

AEW was a pioneer in the development of opportunistic strategies for real estate investors, having launched its first fund in 1988. The AEW Partners Funds seek to identify and capitalize on emerging investment trends before they become fully-appreciated by the broader market, and to execute investment strategies that capitalize on them. AEW's opportunistic real estate funds target attractive total returns.

There can be no assurances the strategy will achieve its objectives. The above transactions are presented to show recent AEW investments made on behalf of our clients. Although these transactions represent the types we may pursue in the future, no representation is made that similar opportunities will be available.

North America

AEW Diversified Strategy

Real estate equity securities portfolios designed to provide investors with broad exposure to the major sectors of the real estate market from REITs and other publicly-traded real estate companies in North America. 

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North America

AEW Diversified Strategy

Strategy
Real Estate Securities

Inception
1995

The Diversified REIT Strategy is designed to provide investors with a broad exposure to all major sectors of the public real estate market in North America, with the objective of achieving strong risk-adjusted returns.  Our diversified portfolios typically include 30-35 core positions. Our diversified strategy is offered through a number of investment options including commingled fund vehicles, a collective investment trust, and separately managed accounts.

There can be no assurances the strategy will achieve its objectives. The above transactions are presented to show recent AEW investments made on behalf of our clients. Although these transactions represent the types we may pursue in the future, no representation is made that similar opportunities will be available.

North America

AEW U.S. Focus Strategy

Real estate equity securities portfolios designed for investors who seek more targeted exposure to the U.S. real estate securities market. 

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North America

AEW U.S. Focus Strategy

Strategy
Real Estate Securities

Inception
1999

The U.S. Focus Strategy is designed for investors who seek more targeted exposure to the U.S. real estate securities market. Typically, our focus portfolios contain between 15-20 securities. In these portfolios, we hold more concentrated positions in companies that we believe present particularly attractive value opportunities, thereby offering enhanced potential for achieving significantly higher-than-average long-term returns. Our focus strategy is offered through separately managed accounts.

There can be no assurances the strategy will achieve its objectives. The above transactions are presented to show recent AEW investments made on behalf of our clients. Although these transactions represent the types we may pursue in the future, no representation is made that similar opportunities will be available.

North America

AEW U.S. Long/Short Strategy

Real estate equity securities portfolios designed for investors seeking a more aggressive approach with diversified sector exposure, and latitude to short stocks opportunistically. 

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North America

AEW U.S. Long/Short Strategy

Strategy
Real Estate Securities

Inception
2000

The AEW U.S. Long/Short Strategy is designed for investors seeking a more aggressive approach to their real estate securities portfolios. Our Long/Short Strategy seeks to maximize total return through concentrated long and short positions in selected securities. The strategy has a long bias (uses a long benchmark) and is designed to provide diversified sector exposure, but allows our securities team the latitude to short stocks opportunistically. Our long/short strategy is available through a commingled fund vehicle or through separately managed accounts.

There can be no assurances the strategy will achieve its objectives. The above transactions are presented to show recent AEW investments made on behalf of our clients. Although these transactions represent the types we may pursue in the future, no representation is made that similar opportunities will be available.

North America

AEW U.S. Income Strategy

Real estate equity securities portfolios designed to offer enhanced income and risk-adjusted total returns through a disciplined value approach based on bottom-up security selection of primarily REIT preferred securities.

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North America

AEW U.S. Income Strategy

Strategy
Real Estate Securities

The AEW U.S. Income REIT Strategy is designed to offer enhanced income and risk-adjusted total returns through a disciplined value approach based on bottom-up security selection of primarily REIT preferred securities. Security selection is made with a particular emphasis on balance sheet strength; balance sheet strategy; relative evaluation of each security; and catalysts that will lead to the improvement/deterioration in overall credit metrics. Our U.S. income strategy is available through separately managed accounts.

There can be no assurances the strategy will achieve its objectives. The above transactions are presented to show recent AEW investments made on behalf of our clients. Although these transactions represent the types we may pursue in the future, no representation is made that similar opportunities will be available.

North America

AEW Debt and Capital Markets

AEW is an active buyer, seller and lender for all types of commercial properties throughout North America and select international markets.

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North America

AEW Debt and Capital Markets

Strategy
Debt & Capital Markets

Through its Direct Investment Group, AEW provides borrowers with a variety of full stack lending solutions including whole loans, mezzanine debt and preferred equity. Our flexible capital targets both stabilized and transitional properties across the risk/return spectrum in major metros throughout the U.S. AEW is active in all cycles and offers competitive pricing and flexibility to facilitate our borrower’s investment strategy.

There can be no assurances the strategy will achieve its objectives. The above transactions are presented to show recent AEW investments made on behalf of our clients. Although these transactions represent the types we may pursue in the future, no representation is made that similar opportunities will be available.

North America

Separate Accounts & Transferred Asset Management

AEW offers separately managed accounts and transferred asset management capabilities in North America to transition, restructure and ultimately sell assets in a manner that is consistent with each client's goals and objectives.  

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North America

Separate Accounts & Transferred Asset Management

Strategy
Separate Accounts & Transferred Assets

Over the course of its history, AEW has managed separate accounts on behalf of some of the world's largest institutional investors.  These accounts typically begin with either a new capital allocation, or transferred assets and a capital commitment for new investing.  Services include transferred asset management, work-out services and customized solutions.  A dedicated team that includes acquisitions, portfolio management, asset management and accounting professionals work exclusively on direct equity portfolios.

There can be no assurances the strategy will achieve its objectives. The above transactions are presented to show recent AEW investments made on behalf of our clients. Although these transactions represent the types we may pursue in the future, no representation is made that similar opportunities will be available.

Strategy

Sectors

Inception