INVESTMENT PERSPECTIVE
Strategic Investment
RE-aim regularly publishes its Investment Perspective which seeks to capture the firm's current strategic investment thinking. The RE-aim Investment Perspective includes consistent market indicators influencing our strategic thinking, together with focused topics which we believe will act as potential catalysts to investment strategies.
The RE-aim Investment Perspective forms a basis from which RE-aim derives its thematic investment strategies shared with investor clients.
Consistent themes underlying each Investment Perspective will be the 'mega-trends' which can be identified as being most influential on the urban environment, these include: urbanisation, population growth, technological change, demographic evolution, sustainability and city polarisation.
The RE-aim team believe that its Investment Perspective is relevant to investors seeking core through to opportunistic risk / return exposure.
The Investment Perspective and the firm's thematic investment strategies generate RE-aim's current buying requirements
Adding Value for Clients
The RE-aim team is passionate about consistently adding value for the benefit of its clients.
Investors interests always come first.
Avoid following the herd
Independent strategy formulation
RE-aim seeks to think differently and avoids following the herd of other fund managers. Each of its self generated investment strategies will be supported by well considered and rigorously tested data based research.
Thematic strategies appropriate to investors
Thematic investment strategies are formulated based upon fundamental demand and supply influences, together with taking account of cyclical, structural and locally specific investment catalysts.
Long term investment thinking
RE-aim's investment strategies evaluate projected investment performance over the short, medium and long term, with the greatest weight allocated to long term fundamentals.
Investment themes
Impact Investing
Infrastructure Hybrids
Infrastructure Hybrids
The social and environmental impact of all decision making is becoming increasingly concerning to investors and market participants.
RE-aim seeks to ensure that the impact of its investments is known and strategies sought to minimise negative impacts and amplify the positive impacts of its activities.
Infrastructure Hybrids
Infrastructure Hybrids
Infrastructure Hybrids
The differential between real estate and infrastructure investments is becoming increasingly blurred.
Identifying and predicting future changes in both the real estate and infrastructure investment markets is critical to identify and capitalise upon mis-priced opportunity.
Mega-Trend Investing
Infrastructure Hybrids
Alternative Real Estate
Population growth, changing demographics, urbanisation, city densification and technological disruption are all factors driving the urban environment.
Formulating investment strategies aligned with these changing trends will be vital to achieve investment performance
Alternative Real Estate
Alternative Real Estate
Alternative Real Estate
Alternative real estate sectors are constantly emerging and gaining increasing appeal among investors due to their diversified risk profile.
Healthcare, residential co-living variants (student, young professional, multi-family, retirement & aged care), together with strategic (urban & rural) land investments each offer selective buying opportunities.
Operational Real Estate
Alternative Real Estate
Operational Real Estate
All real estate sectors are reliant on operational excellence. Understanding and appropriately responding to the needs and desires of the ultimate customers of the built environment is critical to property investment success.
Attractive opportunities are emerging for investors to support and guide great operators and operations within buildings as they scale up.
Traditional Real Estate
Alternative Real Estate
Operational Real Estate
Cyclical and structural change are affecting the traditional real estate sectors.
Anticipating and adopting to change in the Office, Retail and Industrial / Logistics markets will be essential to drive investment performance.