For Financial Professionals in the US

U.S. Real Estate Managed Account

Our team of real estate specialists use in-depth market knowledge to create a truly active, high-conviction portfolio intentionally different than the benchmark.

Overview

ABOUT THIS PORTFOLIO

An actively managed equity portfolio that seeks compelling outperformance by investing in REITs and real estate related businesses. Our emphasis on local property market knowledge combined with a repeatable, disciplined investment process seeks to provide defensive growth, diversification relative to broad equities and fixed income, and dividends for investors.

WHY INVEST

High-Conviction: An actively managed, all-cap strategy investing in REITs and real estate related securities that seeks defensive growth, diversification relative to broad equities and fixed income, and dividends

Differentiated Approach: A differentiated approach to research and portfolio construction, focused on opportunities across the asset class, including alternative uses of real estate and off-benchmark holdings

Real Estate Expertise: Team of real estate specialists that leverage local insights and industry relationships while seeking to generate attractive risk-adjusted returns

PORTFOLIO MANAGEMENT

Greg Kuhl, CFA

Portfolio Manager

Industry since 2005. Joined Firm in 2015.

Danny Greenberger

Portfolio Manager

Industry since 2006. Joined Firm in 2017.

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