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The persisting phase of low interest rates is pushing institutional investors to look for investment alternatives. Real estate funds are therefore playing an increasingly important part in pension funds’ asset investments. For example, there has been a recent shift in the weightings of pension funds’ portfolios away from bonds and toward real estate. That said, real estate too exhibits major qualitative differences which investors need to take into account. This is because the yield a property generates is determined by a range of criteria, such as location, type of use, and vacancy rate. A fundamentally sound property selection process is needed if real estate is to at least partially compensate for pension funds’ lack of cash inflows.
In the past, listed real estate funds were sometimes affected by increased market volatility, leading to undesirable fluctuations in value in the context of the portfolio as a whole. To avoid this, it makes sense to implement the majority of the real estate allocation in the form of unlisted real estate investments. These unlisted real estate investments in particular should continue to have a value-stabilizing effect on the portfolio as a whole in the future (see chart).
AXA invests for the long term and offers a solid, sustainable real estate portfolio with the following characteristics: