Investment Strategies

Listed Market - North America

AEW takes a research-driven, bottom-up, value-oriented, approach to the construction and management of real estate securities portfolios across the globe. With regional teams based in Boston, London and Singapore, we integrate the capabilities of our equity securities professionals with the ground-up knowledge of our direct real estate professionals, as well as the top-down perspective. AEW offers investors the opportunity to invest in real estate equity securities under a variety of different strategies across the North American, European, Asia Pacific and Global markets.

AEW has been managing publicly-traded real estate equity securities in the U.S. since 1995. The investment universe for North America consists of approximately 150 REITs and other publicly-traded real estate companies whose principal activity involves the ownership, management or development of real estate. For investors seeking exposure to the North American property markets, AEW offers the following investment strategies:

Diversified Strategy

The AEW U.S. Diversified strategy is designed to provide investors with broad exposure to all major sectors of the real estate market, with the objective of achieving strong risk-adjusted returns. Our diversified portfolios typically include 30-35 core positions. Our diversified strategy is available to investors through a commingled fund vehicle as well as through separately managed accounts.

Focus Strategy

The AEW 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 15-25 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. AEW has managed the AEW Focus Strategy since 1999 and offers the strategy through separately managed accounts. The strategy is currently closed to new investors.

Long/Short Strategy

The AEW 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. AEW offers the strategy through a commingled fund or through separately managed accounts.

Disclosure: There can be no assurances that the funds/investment strategies will achieve their objectives. Nothing contained herein shall constitute an offer to sell or solicitation of an offer.  This material is for informational purposes only.