Schroder Real Estate has managed real estate since 1971 and is one of Europe’s largest managers of real estate. As at 30 June 2020, Schroder Real Estate managed £17.4bn* (€19.2bn/$21.5bn) of real estate on behalf of a wide range of institutions. Our investment range allows clients to access real estate through open-ended funds, listed REITs, specialist funds, joint ventures, separate accounts and global real estate securities. We offer a diverse range of strategies, spanning defensive, income-focused strategies through to actively managed, specialist, value-add strategies in the hotel sector for example.
We have teams across Europe with professionals located in London, Manchester, Frankfurt, Munich, Zurich, Paris, Brussels, Stockholm and Luxembourg. We also have real estate offices in Asia (Hong Kong, Singapore and Shanghai) and North America with wider resources provided by the Schroders Group.
Schroder Real Estate is part of Schroders plc, which is one of Europe’s largest listed asset management firms with over £500bn under management. The breadth of our investment team provides us with local insights and asset management that are not commonly available in real estate firms. Schroders is a signatory to PRI and is highly rated as having a strong and integrated Responsible Investment process.
Source: Schroders at 30 June 2020
* Real estate AUM includes holdings of Schroder Real Estate Capital Partners and Schroders Multi-asset Funds.
For monthly updates direct from the fund managers on Asia Pacific markets, please visit: https://www.schroders.com/en/uk/adviser/fund-centre/video-fund-updates/
Investment principles & strategy
Our investment philosophy is centered on consistent principles: investing in strong fundamentals and actively managing portfolios. We adopt a research- driven and market-focused investment approach. Our dedicated Real Estate Research team identifies those sectors, cities and real estate characteristics expected to outperform, ensuring portfolios can benefit from structural change. Our approach focuses on ‘Winning Cities’ and regions best-positioned to benefit from structural trends that will drive demand for property over the medium to long term.
In Asia, through its Global Cities funds, Schroders invests for the long term in a number of exceptional companies located in Asia Pacific cities that drive growth. Our investment philosophy and unique research process ensure that we focus on a select group of companies that operate with real pricing power. Our team, with analysts in the Asian region, analyses each company using proprietary databases that identify the pillars of a solid investment: rental growth, low leverage and good management. This provides investors with exposure to irreplaceable real estate assets.
Portfolio risk and investment performance is monitored by separate fund committees and via Schroders’ Group Investment Risk Framework. All investment decisions are subject to investment committee ratification. Investment strategy, portfolio construction and individual asset plans are regularly reviewed, along with legislative and environmental investment considerations.
Strategic corporate development
Schroders has managed real estate since 1971 and continues to develop and diversify its business and offerings to clients.
In July 2020, Schroder Real Estate acquired a majority stake in Pamfleet, a value-add real estate investment manager with $1.1bn of assets under management as at 30 June 2020. The existing team remained with the organisation which was renamed Schroder Pamfleet, with all three offices in Asia being retained.
The acquisition reinforces Schroders’ private assets and real estate capabilities, building on other recent acquisitions such as Blue Asset Management and Algonquin. It also brings significant additional industry expertise and geographical reach into some of the largest and fastest growing Asian real estate markets, which are attractive to many of our institutional clients.
Information provided as at 30 June 2020
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Property-based vehicles invest in real property, the value of which is generally a matter of a valuer’s opinion. The price of shares and the income from them may fluctuate upwards or downwards and cannot be guaranteed. It may be difficult to deal in the shares of property-based vehicles or to sell them at a reasonable price because the underlying property may not be readily saleable, thus creating liquidity risk.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any invest- ment strategy. Information herein is believed to be reliable but we do not warrant its completeness or accuracy. Any references to securities, sectors, regions and/or countries are for illustrative purposes only.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data. The material is not intended to provide, and should not be relied on for accounting, legal or tax advice. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.
Schroders has expressed its own views and opinions in this document and these may change. Past Performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
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