In our investment philosophy we believe that the primary driver of investment return is the 'total return' (current dividend yield plus future dividend growth). We therefore intensively study potential investments to determine and understand the magnitude and source of the total return. We are also convinced that a well-conceived ESG policy should enhance, among others, dividend growth and thus enhance the total return as well as the investee's sustainability. We believe this contributes to the overall sustainability development of the real estate sector and positively impacts the real economy.
Our investment strategy is to maximize the total return potential across all our portfolios in order to deliver a long-term, risk-adjusted outperformance to our clients through an exposure to multi-class real estate ownership globally predominantly via the REIT and Developer markets. We invest in our portfolios alongside and on the same terms as our clients as we believe this is the ultimate way to align ours and our clients' interests.