Corporate overview

BentallGreenOak is a leading, global real estate investment management adviser and a globally-recognised provider of real estate services. BentallGreenOak serves the interests of more than 750 institutional clients with approximately $49bn of assets under management (as of 30 June 2020) and expertise in the asset management of office, retail, industrial and multi-residential property across the globe. BentallGreenOak has offices in 24 cities across 12 countries with deep, local knowledge, experience, and extensive networks in the regions where we invest in and manage real estate assets on behalf of our clients. BentallGreenOak is a part of SLC Management, which is the institutional alternatives and traditional asset management business of Sun Life. The assets under management shown include real estate equity and mortgage investments managed by the Bentall-GreenOak group of companies and their affiliates.

Our approach

BentallGreenOak’s relentless commitment to our client relationships is the guiding force behind our global real estate investment platform and our breadth of strategies that produce strong performance and value for our investors. BentallGreenOak draws on the knowledge and experience of our real estate experts positioned in 24 cities across 12 countries around the world to target and deliver attractive real estate investment opportunities for our investors in gateway cities in the United States, Canada, Europe and Asia. Our strategic perspective is enriched by a deep connection to the local regions where we operate, and a sophisticated understanding of the evolving macro trends that impact commercial real estate markets.

Real Estate Expertise

Our investment professionals are supported by in-house research capacity and extensive market intelligence networks to source opportunities for our clients. Our asset management teams enhance value further by executing active asset repositioning, leasing, refurbishment, and redevelopment strategies, with hands-on involvement in daily operations and leasing.

Real Estate Services

The Canadian, Japanese, and UK-based assets that we support with world class property management services are preferred destinations for commerce, and the spaces to which people entrust their livelihood. The relationships we forge with our tenants and residents are built on a foundation of service and a beneficial connection and contribution to the communities where our properties reside. 

Investment principles & strategy

Client Relationships – We strive to form lasting, trust-based relationships with our clients that go to the heart of understanding their goals and the con- stituencies they serve. As trusted fiduciaries, we prioritise active asset, prop- erty, and risk management to meet their objectives.

Finding Value and Delivering Performance – We are relentless in the pursuit of fundamental value and the best risk-adjusted investment opportunities in the markets we operate in throughout the world.

Local Expertise – Our industry-leading professionals span 24 offices and 12 countries with deep local knowledge and experience, and an entrepreneurial passion for creating value through exceptional execution in each market.

Global Leadership in Sustainability – Our global portfolio includes examples which underscore some of the industry’s best practices and achievements in sustainable investing and environmental, social and governance performance.

Alignment with Partners – Significant ownership of the business by the firm’s leadership and employees alongside the capital commitment, ownership and sponsorship of Sun Life, underscores our relentless focus on a long-term approach to our business and strategy, aligning the firm with our clients and investors as partners.

Integrity – Our global reputation for business integrity, transparency, and responsible investing principles is an enduring part of who we are as trusted stewards of our clients’ capital. Our commitment to these principles make us an adviser, a partner and an employer of choice.

COMPLIANCE STATEMENT

BentallGreenOak (“BGO” or “BentallGreenOak”) includes BentallGreenOak (Canada) Limited Partnership, BentallGreenOak (U.S.) Limited Partnership (“BGO U.S.”), their worldwide subsidiaries, and the real estate and com- mercial mortgage investment groups

of certain of their affiliates, all of which comprise a team of real estate profes- sionals spanning multiple legal entities. BentallGreenOak assets under management shown here include real estate equity and mortgage investments managed by the BentallGreenOak group of companies and their affiliates. This data is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy units in any BentallGreenOak fund. All of the information presented herein is subject to, superseded and qualified in its entirety by, the more complete information contained in the products offering documents.