Total Return Strategy

Listed Real Estate Securities

We believe real estate securities offer investors the advantages of competitive total returns, consistent dividend income, and portfolio diversification.  In addition, real estate securities provide investors with the benefits of increased liquidity and transparency via the public markets as compared to generally illiquid investments in the private market.
 
Our Total Return Strategy is designed to maximize risk adjusted returns through investing in a well-diversified portfolio of real estate equity securities.  Our investment process seeks to identify regions/sectors that offer more attractive real estate pricing in the listed markets versus the private markets.  Analysis of listed property companies includes underwriting supply/demand trends and modeling cash flow projections for listed companies, including detailed analysis of the balance sheet and sources/uses of capital, as well as assessing the capability of management teams.
 

Investment Expertise and Track Record

CBRE Clarion Securities offers institutional and individual investors both globally and regionally focused strategies with well-established track records:
 
Strategy Inception Date
U.S. Real Estate Securities October 1984
Global Real Estate Securities November 2001
International Real Estate Securities (Global ex-U.S.) November 2001
Asia-Pacific Real Estate Securities February 2006
European Real Estate Securities November 2007
                      
Investments can be made directly or through a number of our distribution partners worldwide.  In addition, we have experience offering institutional investors a variety of customized solutions. 

Please contact us for more information on our investment strategies. 


 


This website is intended for general information purposes. This website is not intended to provide any accounting, legal, regulatory, tax, or investment advice or recommendations. No information contained on this website constitutes an offer, or a solicitation to buy or sell any security or fund in any jurisdiction where such offer or solicitation would be lawful. The services referred to on this website may be offered and sold only to persons where CBRE Clarion Securities or its subsidiaries are duly registered or exempt from registration.  Please click here for additional legal disclosure and important information about risk. For more information regarding the qualifications and business practices of CBRE Clarion Securities, please refer to the Form ADV Part 2A