REAL ESTATE
As one of the world's largest investors in real estate, we own and operate iconic properties in the world's most dynamic markets. Our global portfolio includes office, retail, multifamily, logistics, hospitality, triple net lease, manufactured housing and student housing assets on five continents. Our goal is to generate stable and growing distributions for our investors while protecting them against downside risk. Our assets are diversified by sector and geography, reducing exposure to movement in any single market and minimizing volatility.
In our public and private investment vehicles, we seek to generate superior returns by leveraging our operating expertise and focusing on our core real estate capabilities - leasing, financing, development, design and construction, and property and facilities management
Real Estate sectors
Retail
Our high-quality retail destinations are central gathering places for the communities they serve, combining shopping, dining, entertainment and other activities.
Multifamily
Our extensive multifamily portfolio makes us one of the largest owners and managers of residential apartment properties in the U.S. with ownership stakes in approximately 58,000 apartments.
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Hospitality
We own and actively manage full-service hotels and leisure-style hospitality assets in high-barrier markets across North America, the U.K. and Australia.
Office
We own, develop and manage office properties in key gateway cities in the U.S., Canada, the U.K., Germany, Australia, Brazil, India and South Korea.
MULTI-ASSET
Multi-assets provides the flexibility to be able to capture returns in attractive conditions, while seeking to provide downside protection when markets turn. We believe this investment management strategy represents an attractive asset allocation risk/return profile.
Our expertise across the fixed income spectrum and diverse investment styles mean that we can harness ideas across investment grade, global high yield, structured credit, loans, cocos, convertible bonds and emerging markets.
The overall funds are managed by Benifit Asset Management Multi-Asset Decision Group, which comprises a team of senior investment professionals.
TYPES OF MULTI-ASSET FUNDS
Income Funds
These funds can be a useful addition to portfolios where an investor seeks to receive a distribution or payout from the fund on a regular basis. Distribution payouts can be based purely on dividends, purely on bonds, or a mix of different asset classes. They may be designed to be regular and consistent (which may occasionally require a return of capital), or regular, but inconsistent (paying out only what the investment earns.)
Target Risk Funds
These funds are generally focused on seeking to achieve growth and/or income within a specific volatility range. The managers use multiple asset classes to help balance the risk and return of the fund consistent with the level of risk tolerable by the investor. For example, an investor who has a low tolerance for investment risk may choose a "conservative" fund, whereas an investor who can tolerate more risk might choose "moderate", "aggressive" or "growth" target risk funds.
Hospitality
Target Date Funds
These funds are typically associated with education planning or retirement planning. An investor chooses a date sometime in the future when the funds will be needed for a specific purpose. The funds follow a "glide path" of exposure to growth-based assets, reducing the exposure to equity risk as the date nears.
Fund of Funds
A "fund of funds" is a mutual fund that typically invests in 10-20 mutual funds or ETFs from different asset classes instead of investing directly in stocks or bonds. These funds offer similar multi-asset benefits to a model portfolio, but within a single mutual fund structure. Ongoing allocations are managed by a portfolio construction expert and administered directly within the mutual fund structure.
