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Decline
Property equity
Trend and thematic equities

Property equity

Applying a trend approach to the global listed property sector

Key points:

  • Focus globally on long-term top-down trends in prime retail, office space, high tech and specialized real estate, and housing
  • Targets companies that are well-suited to capitalize on these trends
  • Bottom-up stock selection using a combination of proprietary quantitative, fundamental and ESG research

Philosophy

The property equity strategy invests worldwide in stocks of companies in the property sector. Our investment philosophy is based on our conviction that we can generate alpha:

  • Top-down – by identifying the most appealing trends and themes within the property sector at an early stage; and
  • Bottom-up – by selecting attractively priced stocks that are set to benefit from these trends and themes.

Process

Our investment process consists of three steps: First, top-down identification of the trends that offer the highest growth. E-commerce is the force driving the split between prime and non-prime retail assets, companies (re)locate to central business districts (CBDs) and there is an increase in demand for high tech and specialized assets. Furthermore, the housing shortage leads to an increased demand for rental housing. Second, bottom-up selection of companies that combine a high exposure to the selected themes with upside potential. Third, portfolio construction: stocks fitting our pre-selected themes that score well on all analysis metrics are assigned higher weights. ESG information is taken into account.

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Team

The property equity strategy is managed by the Financials and Property team, which consists of three seasoned portfolio managers. This team is based in Rotterdam and is fully dedicated to the financials and property sectors. The portfolio managers are supported by a dedicated trend analyst and the other trend portfolio managers within the Trends Investing department. The portfolio managers have access to Robeco’s sector, emerging markets and sustainability analysts.

Get in touch with us

Contact us if you would like to know more about this strategy.

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