Corporate overview

Schroders Capital is the private markets division of Schroders, providing investors access to a broad range of diversified investment strategies and solutions spanning all private markets asset classes, from private equity to infrastructure, real estate, and private debt and credit alternatives.

Schroders Capital’s real estate platform manages $32 billion of real estate assets globally across execution formats. Schroders Capital’s platform offers access to specialist verticals and operational expertise across 16 markets in Europe, UK and Asia. Over 260 specialists’ source and execute a variety of investment strategies in-house, leaning on the platform resources of Schroders Capital.

Our expertise spans across real estate sectors, investment structures and value creation strategies. The specialist pillars of our business are our platforms in European hospitality & living; European logistics & industrial. These Pan European asset management platforms have deep experience in the markets they operate and are overlaid by our management expertise of Schroders Capital Real Estate Solutions.

For more information, visit us at www.schroderscapital.com

Platform highlights

  • 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 $34 billion of assets under management, investing thematically across Real Estate Equity, Private Real Estate, Real Estate Debt, and Public Real Estate for 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, employing best practices and advanced technology to evaluate opportunities across diverse real estate sectors. These include industrials, offices, residential, retail, hospitality, warehousing and logistics, self-storage, student housing, regeneration, sustainability upgrades, and social housing.**

*Source: Schroders Capital, 2025.

** Source: Schroders Capital, 2025.

Sector forecasts

Industrials: 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 and 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.

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.