The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).
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Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.
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:
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.
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.