Objective: To offer clients a broadly diversified equity real estate portfolio that generates a high proportion of its total return from income while retaining the potential for appreciation.
Investment Approach: PREI follows a disciplined investment strategy that incorporates investment research into the construction and management of a core portfolio. The combination of disciplined portfolio management, investment experience and investment research allows us to drive the performance of a diversified core portfolio through better property type/geographic diversification, superior property selection, and an intense focus on properties that produce high levels of income and distributable cash flow. Core portfolios apply low leverage as a part of its strategy, contributing to a low risk/return characteristic.
Target return: Core - 8% to 12%*, Core Plus - 10% - 14%*
Investment Vehicles: Portfolio structures include open-end and closed-end commingled and single client account investment vehicles.
*The above example is for illustrative purposes only. There can be no guarantee that such returns will be achieved.
