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 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 views
Real Assets
Remote working is on the rise, but the office remains indispensable
26 Oct 2020
While the COVID-19 lockdown has highlighted the possibilities of home working, bringing people together in offices is still the best way to spur innovation and productivity, says Jonathan Bayfield.
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Real Assets
Overcoming underwriting obstacles in a pandemic and beyond
16 Oct 2020
The near-term disruption caused by the coronavirus has been testing for real estate borrowers seeking finance and originators. Gregor Bamert explains why new deals are still possible for those able to look through short-term uncertainty.
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Real Assets
When equity becomes debt: The untapped potential of amortising-lease real estate
9 Oct 2020
Pension schemes seeking alternatives to bonds may find amortising leases a compelling option, writes Luke Layfield.
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Real Assets
Fit for the future: Unboxing ESG in real assets
5 Oct 2020
Recent events have highlighted the importance of the environmental, social and governance characteristics of real asset investments – not only as part of COVID-19 recovery programmes, but also as a way of futureproofing portfolios.
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Real Assets
Fibre broadband: The need for speed
9 Sep 2020
Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.
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Real Assets
Swipe right: The Tinder effect on real estate
24 Aug 2020
It can be hard to perceive how society, and consequently our use of real estate, is changing. Sometimes, major structural trends are hiding in plain sight, says Chris Urwin.
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Real Assets
Five charts that show Manchester is a city of the future
20 Aug 2020
In this short, visual article we present five charts that show why Manchester is such a rich, vibrant and economically prosperous city. Our view is that the ingredients of connectivity, culture, talent, scale and scientific heritage make the city well-equipped to thrive in the coming years and decades.
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Equities
The new rules of client engagement
18 Aug 2020
As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Apiramy Jeyarajah.
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Equities
Electric avenue: EVs and the transformation of autos
13 Aug 2020
In the latest instalment of our editorial series, Link, experts from our infrastructure, credit research and equity teams discuss why efforts to ‘build back better’ as economies recover from COVID-19 could further accelerate investment in electric vehicles and associated infrastructure.
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Equities
Education, entrepreneurship and biological age: An interview with Andrew Scott
6 Aug 2020
In part two of our interview with Professor Andrew Scott from London Business School, we look at how policy will shift to take account of people living for longer and how service providers will respond.
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Equities
Longevity, policy and technology: An interview with Andrew Scott
6 Aug 2020
Living longer brings enormous opportunities to reshape how we spend our time. But in the first of a two-part interview, Andrew Scott from London Business School explains how advances in longevity and technology have not been matched by innovation in social structures or our approach to financial planning.
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Real Assets
Reality bites: Retailing in a health crisis
5 Aug 2020
In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and real asset teams discuss the consequences of COVID-19 on the retail sector and their implications for investors.
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Real Assets
How to build back better, greener and faster: A 10-point plan for UK infrastructure
14 Jul 2020
Boris Johnson has called for an ‘infrastructure revolution’ to help lift the UK economy out of its coronavirus-induced malaise. Private capital could and should play a large role alongside the public purse in delivering on that ambition, as Darryl Murphy sets out in a blueprint for the industry.
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Real Assets
Real Estate: The Last Dance for gut feel investing
7 Jul 2020
Commercial property investors could learn a lot from the data-led revolution that has taken place in basketball in recent years, as Chris Urwin explains.
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AIQ Feature
Real assets and the quest for resilient income
6 Jul 2020
COVID-19 has made life harder for already yield-starved investors, and each asset class faces its own challenges. We draw on the latest thinking from our Real Assets House View and research team to highlight where reliable income sources can still be found in real asset markets.
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Real Assets
Tomorrow’s world: COVID-19 and the long-term future of commercial real estate
29 Jun 2020
Chris Urwin and Jonathan Bayfield look beyond the near-term disruption to real estate to assess the longer-term prospects for the retail, office and logistics sectors.
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