Bentall Kennedy, a Sun Life Investment Management company, is one of the largest global real estate investment advisors and one of North America’s foremost providers of real estate services. Bentall Kennedy serves the interests of more than 550 institutional clients and investors across office, retail, industrial, and multi-residential properties throughout Canada and the US.
Widely recognised as a highly disciplined fiduciary, Bentall Kennedy acts for prominent private, public and Taft-Hartley pension plans, life insurance companies, endowments, foundations, trusts, high-net-worth families and sovereign wealth funds.
Our continent-wide platform is executed by more than 1,000 employees at 12 offices located across Canada and in key US markets, providing timely, relevant and “on the ground” information on all of our markets. Bentall Kennedy is a member of UN PRI and a recognised Responsible Property Investing leader ranked among the top firms around the globe in the Global Real Estate Sustainability Benchmark (GRESB) for the eighth consecutive year since GRESB was launched.
Bentall Kennedy includes Bentall Kennedy (Canada) Limited Partnership, Bentall Kennedy (U.S.) Limited Partnership and the real estate and commercial mortgage investment groups of certain of their affiliates, all of which comprise a team of real estate professionals spanning multiple legal entities.
As fiduciaries, Bentall Kennedy brings focus and expertise informed by proprietary market research to generate sound and sustainable value for our clients. Our in-house research team produces high quality, customized proprietary research that generates powerful insights that contribute to delivering strong, long term returns for our clients.
Throughout the year Bentall Kennedy’s research team publishes the company’s signature publications Perspective and Perspective Mid-Year, showcasing our outlook for the commercial real estate sector in the US and Canada. To read the most recent research publication, please visit www.bentallkennedy.com/investment-management.php.
Investment principles & strategy
Bentall Kennedy is a disciplined fiduciary. We are our clients’ advocates and trusted stewards. Their interests come first in all we do. Our absolute integrity is reflected in industry-leading transparency and disclosure.
Our business approach is entrepreneurial and our goal is to deliver strong, consistent investment performance. Our asset management specialists leverage Bentall Kennedy’s comprehensive real estate knowledge and together with our market leading research and thought leadership, we create focused portfolios that meet the specific requirements of each of our clients.
As a global leader in Responsible Property Investing (Global Real Estate Sustainability Benchmark Foundation Research Report from 2011 to 2018), we are proactive in implementing property investment and management strategies that enable our clients to mitigate risk and benefit from the financial, reputational and competitive rewards of addressing associated environmental, social and governance (ESG) issues.
Central to the value proposition we make to our clients is our industry-leading market research. Credible, fact-based economic and capital market research produces perspectives that form the foundation for the development of portfolio strategies that produce sustainable, long-term results.
Strategic corporate development
Bentall Kennedy acts for prominent private, public and Taft-Hartley pension plans, life insurance companies, endowments, foundations, trusts, high-net-worth families and sovereign wealth funds.
In the US, we offer an array of investment options, working directly with clients to formulate a real estate strategy and investment policy that meets their needs. We also offer one of the largest and longest-running open-end, core real estate funds in the market, along with separate account management to meet specific investor requirements.
In Canada, we offer a comprehensive, fully integrated menu of asset and portfolio management, property management, leasing and development services. We provide our clients with a wide variety of funds designed to match a range of investor risk/return expectations, including our core open fund. Our core strategies include portfolios that are diversified by property type and geographic location, which are designed to provide investors with a stable income return and low volatility. Value-added strategies target properties with good development or redevelopment potential to achieve higher capital appreciation.
News from Bentall Kennedy Group (Real Estate)
Bentall Kennedy announces new U.S. investment partnership with Warba Bank and the acquisition of its first asset download
Today, Bentall Kennedy announced that it has been selected to represent Warba Bank K.S.C.P., as its real estate investment advisor with a new U.S. focused real estate investment mandate.
EPA recognizes Bentall Kennedy with the 2017 ENERGY STAR Partner of the Year - Sustained Excellence Award for the seventh consecutive year download
For the seventh year in a row, Bentall Kennedy has earned the U.S. Environmental Protection Agency’s (EPA) ENERGY STAR Partner of the Year – Sustained Excellence Award.
Bentall Kennedy is pleased to announce an equity allocation from the California Public Employees’ Retirement System (CalPERS) of US$400 million for the period from July 1, 2016 to June 30, 2017.
Bentall Kennedy's leadership in investing soundly and sustainably confirmed by 2016 GRESB rankings download
Bentall Kennedy is pleased to announce that it has, for the sixth consecutive year, been ranked among the top firms around the globe for its commitment to sustainable investing.
Bentall Kennedy Group selected by AustralianSuper as its real estate investment advisor in Canada download
Bentall Kennedy announces today that it has been selected to represent AustralianSuper, a superannuation fund managing retirement assets of AUD$100 bn on behalf of over 2 million members in that country, as its real estate investment advisor in Canada with a mandate to pursue commercial real estate investment opportunities nationwide.
News from IPE Real Assets
Three managers awarded capital by US pension fund
US pension fund to allocate up to $500m to real estate
US pension fund also invests in Boston office asset
Sun Life Financial to acquire Canadian real estate investment manager in CAD560m deal
Superannuation fund to target large office, regional malls and mixed-use projects
White Papers / Research from Bentall Kennedy Group (Real Estate)
The advantages that private equity real estate offers DC plans in an increasingly volatile marketplace download
Defined Benefit (DB) pension plan sponsors are accustomed to directly investing in private equity real estate funds, but the concept is relatively new for De ned Contribution (DC) plans. While many DC plans tend to have stake in real estate through publicly traded real estate investment trusts (REITs), investment in pure private equity real estate is less common.
Green is good, but when you’re looking for investments in commercial real estate, green alone is not enough.
Analysis from IPE Real Assets
The net-lease real estate market in the US is gaining momentum with institutional investors
Jack McGougan joined AustralianSuper just before the 2008 crisis. He talks to Florence Chong about pruning its property portfolio and taking it direct
To find the right opportunities, investors are reassessing the relationships between location and risk, looking closely at space utilisation and demographics and responding to changes in population and economic drivers
Pension fund capital has been one of Canada’s biggest exports. But, as Christopher O’Dea reports, the country’s fund management industry is also taking to the global stage
The technology and energy sectors are bringing about fundamental changes in the use of office space in the US. Christopher O’Dea reports