Hazelview Investments is a global alternative investment manager focused on real estate and has been for over 20 years. We maximise returns for investors by employing a value-oriented investment philosophy combined with an active management style to identify assets that will generate predictable cash flow over the long term. We have earned a reputation for providing conservatively managed, risk-averse investment opportunities for institutions, trusts and endowment funds, discretionary investment advisers and qualified individuals. Our core competency is our ability to accurately value cash-flowing assets based on a comprehensive analysis of the quality and sustainability of their current and future revenue streams. This fundamental knowledge of bricks-and-mortar investing is critical to identifying high-quality real estate investment opportunities.
Hazelview’s global real estate investment platform currently manages over C$11.7bn* in both private and public real estate equity and debt in North America, Europe and Asia-Pacific. Investment structures include core, value-add and opportunistic strategies that are offered through separate accounts and commingled private and public funds. Hazelview is headquartered in Toronto with offices in New York, Hamburg and Hong Kong.
* As of 30 September 2024.
Sector forecasts
OFFICE: The European office sector is still navigating challenges with elevated interest rates, remote work trends, and economic uncertainty impacting demand for traditional office spaces. Vacancy rates are still high, especially in secondary locations and older buildings, particularly those needing sustainability upgrades. However, the UK office sector is showing promising signs of resilience, with large corporations actively seeking to lease new spaces in certain key locations. This demand is expected to bolster occupancy rates in those markets, especially in modern, sustainable buildings aligned with ESG standards. Asset managers focused on upgrading office portfolios and meeting sustainability criteria are likely to see improved performance, with the UK market leading the way in a potential recovery.
RESIDENTIAL: The European residential sector is still navigating pressures from rising interest rates and economic uncertainty, which has caused investor apprehension. Moreover, concerns surrounding rent regulations have further weighed on the sector. Germany, however, presents a more promising outlook, with recent political developments pointing to a more favourable regulatory landscape. Furthermore, limited supply stemming from elevated construction costs and higher financing rates has restricted new housing development. This constrained supply, coupled with steady growth in demand across Germany’s major cities, presents a more positive outlook for Germany’s residential sector. The ECB has also moved towards a more accommodating monetary policy with multiple rate cuts implemented in 2024, acting as an additional tailwind for commercial real estate overall.
Investment principles & strategy
Hazelview focuses on identifying and valuing real estate investment opportunities on a risk-adjusted basis. We source investment opportunities across the capital stack and access stable, inflation-hedged cash flow by investing in real estate both privately and publicly that own investment-grade real estate. Over the past 20 years we have built a full-service, active management platform with capabilities that stretch across the entire spectrum of real estate, investing privately and publicly in equity and debt. Our experienced team of real estate professionals are strategically located in key global markets including Canada, the US, Europe and Asia, providing us with a deep understanding of local dynamics and enabling us to accurately and efficiently source, underwrite and monitor global real estate investments.
Private Real Estate Investments: Hazelview offers exposure to multiresidential and commercial real estate through direct investments under core, value-add and opportunistic strategies. With over 20 years of real estate investment experience, we have a proven track record for executing; and our success in doing so is supported through a fully integrated investment, development and property management platform.
Public Real Estate Investments: Hazelview offers global real estate exposure through investments in public equity and debt securities. Our global securities platform allows us to create tailored solutions for investors seeking global real estate exposure and to provide investment strategies that can efficiently capitalise on mispricing in different global markets. We employ the same bottom- up approach we take to real estate investments when investing in public securities, which is to underwrite the assets directly, but primarily access the bricks-and-mortar through publicly listed real estate securities.
Four Quadrant Global Real Estate Partners (the Four Quadrant Fund): is specifically designed to combine Hazelview’s various investment strategies into one globally diversified, integrated real estate investment solution. The Four Quadrant Fund offers access to real estate private equity investments, while providing income and liquidity. By investing both publicly and privately in real estate debt and equity, the Four Quadrant Fund is designed to minimise volatility, while maximising the total return for investors.
Performance verification
Hazelview Securities Inc. (HSI), a subsidiary of Hazelview Investments, is the manager of Hazelview’s global real estate securities strategies. HSI claims compliance with the Global Investment Performance Standards (GIPS®). To receive a list of composite descriptions and/or presentation that complies with GIPS standards, contact HSI at info@hazelview.com.
COMPLIANCE STATEMENT
This information is provided for use by qualified accredited investors for informational purposes only. It is not intended for, and should not be distributed to, or relied upon by, the public. Information described herein reflects the views of Hazelview Securities Inc. as of the date hereof. No representation or warranty is made concerning the accuracy of any information provided herein and there can be no guarantee that any forecast or opinion set out in these materials will be realized. This is not investment advice and may not be construed as investment, legal or tax advice, or as sales or marketing material for any financial product or service sponsored or provided by Hazelview Investments Inc. or any of its affiliates or agents.