Our approach
We acquire freeholds and long leaseholds on high-quality European real estate and structure investments to derive maximum value from the contracted income stream. By investing with conviction and discipline, we aim to deliver consistent outcomes and performance, and look to partner with clients to meet their investment goals.
Drawing on our wide resources, we use our on-the-ground expertise to enhance operational value over the course of the assets’ life and aim to generate secure income from tenants with high credit quality. We also integrate environmental, social and governance (ESG) factors in a non-binding way throughout the investment lifecycle, from decision-making to management and reporting.
Benefits
Bringing more clarity for investors seeking long-dated cash flows.
Key risks
Need more information?
For further information, please contact our investment sales team.
Explore our real assets range
Real assets and net zero: Ambition vs action
Nearly half of global institutional investors expect to increase investments in real assets over the next 12 months. Our Real Assets Study 2021 delves into the reasons why infrastructure, real estate and private debt asset classes remain in favour and pressing issues like the accelerating race to net zero and advancements within ESG.

Real assets views

Real Assets
Illiquidity premia in real assets: Q2 2022
9 Aug 2022
Our real assets research team crunch the data to see whether the effects of rising inflation and interest rates are being reflected in private market returns.
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Real Assets
Long income, short ESG windows: Matching real estate long income and responsible investing timelines
2 Aug 2022
Luke Layfield looks at how real estate long income can help address clients’ ESG responsible investing objectives and how respective timelines for implementing change can be best aligned.
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Real Assets
Our progress towards net zero in real assets: A Q&A with Ed Dixon
30 May 2022
One year on from publishing our 2040 net-zero pathway for real assets, Ed Dixon talks through some of the key highlights, challenges and priorities for 2022.
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Real Assets
Off balance and out of step
16 Mar 2022
Daniel McHugh explains why real estate strategies need to change with the times.
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Real Assets
Real assets: An alternative way to hedge inflation risk
3 Feb 2022
As inflation soars to levels not seen in years, the costs of hedging against it via traditional liquid market securities are becoming prohibitively expensive. Real assets might offer institutional investors a better option, argues Luke Layfield.
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Real Assets
The time for action is now: Incorporating carbon into private markets
13 Jan 2022
Our real assets research analysts explore the whys and wherefores of understanding and managing the carbon footprint of their portfolios.
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Real Assets
That déjà vu feeling: The outlook for UK infrastructure
6 Jan 2022
Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2022.
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Real Assets
European long-income real estate: Seeking resilience in an uncertain world
20 Dec 2021
As the trajectory of COVID-19 continues to evolve, Isabel Gossling looks at the implications for European real estate and long-lease strategies.
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Equities
The long decline: Why trend economic growth is set to go on falling
12 Nov 2021
Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson.
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Real Assets
An investor’s perspective on the UK’s Net Zero Strategy
28 Oct 2021
Darryl Murphy assesses the implications and opportunities for infrastructure investors.
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Real Assets
Disclosures, trade-offs and green premia: The future of sustainability in real assets
7 Oct 2021
The path to a sustainable future for private markets is full of opportunity but also complexity, as Laurence Monnier and Ed Dixon explain.
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Real Assets
How to build an office: Post-pandemic
13 Aug 2021
Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent.
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Real Assets
COVID and beyond: Why the greenfield data infrastructure boom is set to continue
28 Jul 2021
The global pandemic may have accelerated demand for data infrastructure, but the underlying drivers behind the growth of data centre markets go far beyond short-term factors, explains Laurence Monnier.
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Real Assets
Measuring the mythical: Quantifying the green premium in real estate
21 Jul 2021
The green premium is an elusive concept. Laurence Monnier reviews the academic literature and crunches some numbers to try and quantify the extra pricing power afforded by more sustainable commercial properties.
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Real Assets
How to assess social value: Guidance from Hatch
29 Jun 2021
Asset managers of many different hues claim they are thinking harder about their social role: the ‘S’ in ESG. But evaluating social value generated from investment decisions is not straightforward, as consultant Dr Kelly Watson from Hatch explains.
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Real Assets
From social wash to social value
29 Jun 2021
The inequalities highlighted by COVID-19 have led to much soul searching, including among investors on whether they are doing enough to address the issues of the day. Ed Dixon, Aviva Investors’ head of ESG - real assets, contemplates how investors in tangible assets can put capital to work to drive change.
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