Corporate overview

Schroders Capital is the specialist private markets arm of Schroders Group, a leading global active asset manager with a 220-year history, $1 trillion asset base and robust, diversified global platform spanning both private and public markets. We are one of Europe’s largest and most diversified private markets businesses, with a holistic, specialised and scaled offering targeting attractive and high-growth segments across all private market asset classes.

Leveraging our expert edge built through more than 50 years of investment experience, our real estate team manages over $28 billion on behalf of clients and a global portfolio of more than 1,100 properties. Supported by more than 130 dedicated investment specialists and guided by strong, specialist sector leadership teams based on-the-ground in key local markets, Schroders Capital provides access others can’t match to high-quality real estate assets and platforms, with a focus on mid-market opportunities backed by long-term, secular tailwinds.

In today’s fast-moving market, passive capital lags and distant decisions miss the mark. This is an environment for active operators prepared to engage with complexity and build value asset by asset, and market by market. We leverage public and private market data insights to drive our proprietary relative value framework, which in turn informs investment decision-making. Coupled with an operational mindset and vertically integrated investment approach across origination, underwriting and asset management, this enables us to source, underwrite and manage off-market opportunities with speed and precision – and to manage risk and drive value creation through the asset lifecycle.

Schroders Capital’s specialist capabilities are centred around assets and platforms in key segments across the hospitality and living, logistics, industrial and warehousing sectors. Meanwhile a focus on operational excellence in asset management means each property is managed as a distinct business, combining tailored capital solutions with local expertise across operations, occupier engagement and regulatory oversight. By applying these principles across our specialist areas, we are able to adapt to evolving market dynamics and client needs, ensuring assets remain competitive, sustainable, and positioned for long-term success.

For more information, visit us at Real estate investing | Schroders Capital

Sector forecasts

INDUSTRIAL: In the US, we see opportunities around repriced distribution facilities in high-barrier-to-entry coastal markets and urban logistics in dense metropolitan areas. In Europe, we favor the aggregation of multi and single-let light industrial assets to capture yield premia as well as last mile distribution benefitting from urbanisation and in- and outdoor storage formats in select markets. In Asia-Pacific, we favor quality assets in Australia and Japan benefiting from strong structural trends and infrastructure upgrades.

OFFICE: Sustainability-led upgrades of well-located offices in supply-constrained major cities and regional CBDs are set to benefit from a projected shortfall of high-quality space. Brown-to-green repositioning strategies are gaining momentum as both occupiers and investors place greater emphasis on environmental standards. In North America, Sunbelt and selected non-gateway CBD markets with strong sustainability credentials and high-quality local amenities are proving attractive. Overall, ongoing demand for modern, sustainable office environments is expected to support asset values in these locations, particularly where supply remains restricted.

RESIDENTIAL: Strong growth is anticipated in undersupplied affordable and mid-market rental housing, particularly where rent controls are absent. Senior, student, single-family, and multifamily formats are key focuses, with regional opportunities in Asia-Pacific and North America. This includes manufactured housing, living conversions, and alternative products such as co-living and corporate accommodation.

RETAIL: The sector outlook for retail remains challenging though values have stabilised in recent months and isolated opportunities arise. Convenience and grocery-anchored retail formats in Europe and neighborhood/community centers providing grocery and essential retail are favoured in North America. Prime high-street assets in top-tier cities benefit from rebounding tourism, while repriced retail in Hong Kong sees recentralisation trends.

OTHER: In Europe, modern purpose-built social housing and select healthcare assets are preferred. In Asia, opportunity-driven investments target healthcare, retirement living, and affordable housing, often through joint ventures with operators. In North America, medical office assets offer resilient yields and development premiums. Demand for data centers is globally surging while creating attractive opportunities for funding large-scale hyperscale deployments amid ongoing supply constraints. Powered land as a precursor to data centre development. Several opportunities remain around hospitality/hotels including operating hotels in Europe or repriced hotels in HK as well as resort opportunities in Japan.

Investment principles & strategy

Leveraging our competitive strengths, we are well positioned to advance our capabilities in the following areas:

  • Our hospitality & living platform is one of Schroders Capital’s key differentiations in real estate. We have one of the most established platforms in Europe, with c.$6bn of AUM and a team of 40 investment professionals focused only on hospitality and living.
  • Schroders Capital’s logistics & industrial platform manages c.$4.0bn of assets across the industrial spectrum, with a team of industrial and asset management specialists operating across pan-European and country specific mandates. Our strength in logistics and industrial assets lies in our operational excellence to treat each asset as its own business, optimising tenant services and income while utilising our scale and operational economies to compound value growth.
  • Schroders Capital has managed European asset management mandates on behalf of institutional and wealth clients since 1971, with c.$19.5 billion of assets under management across core plus and value add strategies.
  • Schroders Capital Real Estate Solutions (SCRES) has over 25 years’ experience of indirect real estate investing, with $6.5 billion of assets under management across SMAs and a commingled Multi Manager strategy, including investments in third-party balanced and specialist funds and exclusive Partnership Fund structures. Our professionals dedicated to indirect real estate investment are predominantly located in our London headquarters.

Strategic corporate development

The operational scale and local expertise of our platform enable us to apply a hospitality mindset across the markets and sectors most relevant to our clients. Schroders Capital continues to expand and tailor our solutions, strategically growing our offerings to complement our established business.

  • The Schroders Capital Real Estate team has over 50 years’ experience and local presence in major markets, enabling us to anticipate both long-term trends and short-term disruptions to help inform our investment strategies.
  • We have $32 billion of assets under management, investing thematically across logistics & industrial, hospitality & living, investing directly and indirectly on behalf of institutional and wealth clients.
  • Our global platform is powered by over 260 Real Estate professionals across 16 markets worldwide, facilitating close collaboration and insight sharing.
  • We take a vertically integrated approach and focus on operational excellence, employing best practices and advanced technology.

Source: Schroders Capital, July 2025.

Performance verification

Schroders Capital closely monitors and reports regularly and transparently to our clients on the performance of all funds and other investment structures, with appropriate controls and governance procedures in-place. This includes reporting against sustainability and impact objectives.

COMPLIANCE STATEMENT
Marketing material for professional clients only. All data as of 31 June 2025. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. We do not make any warranty or representation as to the completeness or accuracy of the information contained herein. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Issued by Schroder Real Estate Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registration No 1188240 England. Authorised and regulated by the Financial Conduct Authority.