Needs Addressed

  • Foreign-currency denominated assets

    Investing in securities that are denominated in an appreciating currency can boost total returns, while investing in securities denominated in a depreciating currency can trim total returns. Also having a part of the portfolio in a different geography can protect the macroeconomic impacts of home country.

  • Diversification of capital

    Real estate forms part of the alternate investment universe which has historically very low and sometimes negative correlation with other asset classes like equity, debt etc. This lowers the portfolio risk for investors.

  • Potential Income

    As the investments are primary done across developed markets in key locations, the occupancy rates are high across business cycles. This creates a constant source of rental income for investors.

  • Lower Volatility

    Being a non-traded investment vehicle, the value of the investment is closely tied to the real fundamentals of the asset as opposed to public equities. Historically, this asset class has experienced lower volatility as compared to equities, bonds etc.

  • Real Assets

    Real assets, such as real estate, infrastructure and sustainable resources, are particularly well-suited investments during inflationary times because of their tendency to outperform financial assets during such periods. Real assets are a separate and distinct asset class from financial assets. Unlike real assets, which have intrinsic value, financial assets derive their value from a contractual claim on an underlying asset that may be real or intangible. Real assets tend to be more stable than financial assets. Inflation, shifts in currency values and other macroeconomic factors affect real assets less than financial assets.