Investment Strategies Explore By Investment Strategy

REGION

STRATEGY

North America

U.S. Core Strategy

Diversified, core real estate strategy targeting institutional-quality multifamily, retail, office and industrial properties in well-located markets throughout the U.S. with a goal to provide preservation of capital, stable income and modest appreciation over the long-term.  

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North America

U.S. Core Strategy

Strategy
Core Strategies

Sectors
Industrial, Multifamily, Office, Retail

Inception
2007

The core strategy in the U.S. sources, closes and manages investments in the four primary property types (industrial, multifamily, office and retail) in major U.S. metropolitan markets. 


There can be no assurances the strategy will achieve its objectives. The strategy may deviate from the characteristics shown. 

North America

Core Plus/Value-Add Strategy

AEW’s value-add investment strategy focuses on growth and income and seeks to take advantage of the re-balancing of America's demography and the real estate investment opportunities that will follow in its wake.   

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North America

Core Plus/Value-Add Strategy

Strategy
Core Plus & Value-Add Strategies

Sectors
Industrial, Multifamily, Office, Retail

Inception
2004

The core plus & value-add investment strategy is a growth and income strategy that seeks to take advantage of the re-balancing of America's demography and the real estate investment opportunities that will follow in its wake.  The core plus & value-add investment strategy seeks to provide investors with an attractive 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 strategy may deviate from the characteristics shown. 

North America

Seniors Housing Strategy

AEW’s core plus/value-add seniors housing real estate strategy involves 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

Seniors Housing Strategy

Strategy
Core Plus & Value-Add Strategies

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

Inception
2007

AEW’s Seniors Housing Strategy targets 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 assets 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 strategy may deviate from the characteristics shown. 

North America

Opportunistic Strategy

AEW’s opportunistic real estate investment strategy seeks to identify and capitalize on emerging investment trends before they become fully-appreciated by the broader market.  

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North America

Opportunistic Strategy

Strategy
Opportunistic Strategies

Sectors
Industrial, Multifamily, Office, Retail

Inception
1988

AEW was a pioneer in the development of opportunistic strategies for real estate investors.  AEW’s opportunistic real estate strategy seeks to identify and capitalize on emerging investment trends before they become fully-appreciated by the broader market, and to capitalize on them. 

There can be no assurances the strategy will achieve its objectives. The strategy may deviate from the characteristics shown. 

North America

Diversified Strategy

The North America diversified real estate equity securities strategy provides 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

Diversified Strategy

Strategy
Real Estate Securities Strategies

Inception
1995

AEW’s North American diversified real estate equity securities strategy is designed to provide broad exposure to all major sectors of the public real estate market in North America, with the objective of achieving strong risk-adjusted returns. The diversified strategy typically includes 30-35 core positions.  



There can be no assurances the strategy will achieve its objectives. The strategy may deviate from the characteristics shown. 

North America

U.S. Focus Strategy

AEW’s U.S. focus strategy seeks targeted exposure to the U.S. real estate equity securities market. 

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North America

U.S. Focus Strategy

Strategy
Real Estate Securities Strategies

Inception
1999

The U.S. focus strategy is designed to seek more targeted exposure to the U.S. real estate equity securities market, typically holding between 15-20 securities. The U.S. focus strategy holds more concentrated positions in companies that present value opportunities, thereby offering enhanced potential for achieving higher-than-average long-term returns.



There can be no assurances the strategy will achieve its objectives. The strategy may deviate from the characteristics shown. 

North America

U.S. Long/Short Strategy

Real estate equity securities strategy designed to seek a more aggressive approach with diversified sector exposure, and latitude to short stocks opportunistically. 

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North America

U.S. Long/Short Strategy

Strategy
Real Estate Securities Strategies

Inception
2000

The U.S. 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 the latitude to short stocks opportunistically. 



There can be no assurances the strategy will achieve its objectives. The strategy may deviate from the characteristics shown. 

North America

U.S. Income Strategy

Real estate equity securities strategy 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

U.S. Income Strategy

Strategy
Real Estate Securities Strategies

The 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. 



There can be no assurances the strategy will achieve its objectives. The strategy may deviate from the characteristics shown. 

North America

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

Debt and Capital Markets

Strategy
Debt & Capital Markets

AEW’s Debt and Capital Markets team provides borrowers with a variety of full stack lending solutions including whole loans, mezzanine debt and preferred equity.  Flexible capital targets both stabilized and transitional properties across the risk/return spectrum in major metros throughout the U.S. 

There can be no assurances the strategy will achieve its objectives. The strategy may deviate from the characteristics shown. 

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

Separate Accounts & Transferred Asset Management 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 strategy may deviate from the characteristics shown. 

Strategy

Sectors

Inception