We believe that markets frequently fail to price real estate securities efficiently. Opportunities to add value arise when discrepancies develop between market prices and our own views of absolute values within our universe. As such, our active investment style looks for undervalued securities using a discounted cash flow analysis as a base. We then perform analysis on individual REITs (trusts) and companies after satisfying a number of screening criteria.
Our aim is to maximise alpha to investors through superior capital and income returns from investment in a broad selection of liquid global property investments.
