Corporate overview

BentallGreenOak is a leading, global real estate investment management advisor and a globally-recognised provider of real estate services. BentallGreenOak serves the interests of more than 750 institutional clients with approximately $69bn of assets under management (as of 30 June 2021) and expertise in the asset management of office, industrial, multi-residential, retail and hospitality 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 in primary, secondary and co-investment markets. Sun Life Financial, Inc. is an indirect majority (56%) owner of BGO.

BentallGreenOak benefits from a dedicated in-house environmental, sustainability and governance (ESG) team. BentallGreenOak is committed to integrating ESG dimensions into the organisation and all business activities to ensure excellence in risk reduction, value creation, transparency, thought leadership and engagement.

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.


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.