Heitman Designs Home > Investment Strategies > Public Equity Integrating investment and in-depth research. English The Heitman Difference Investment Strategies About Careers Contact Login Login PUBLIC REAL ESTATE — EQUITY Heitman is one of the industry’s most experienced real estate securities investment managers. What we’ve learned through our experience across several property and economic cycles has allowed us to refine our approach to valuing and managing publicly listed securities on behalf of institutional and individual investors across the globe. Global investment strategy Recognizing that the North American, European, and Asia-Pacific stock markets and REIT regimes are quite different, we have built a global team with investment professionals in North America, Europe, and Asia-Pacific. Their local expertise allows our team members to make real-time, well-informed investment decisions. Our real estate securities team benefits from the broader Heitman platform, which consists of complementary and functionally integrated business units. In particular, the team benefits from the expertise of our property market research group, as they work together to evaluate risks/opportunities for individual REITs. Extensive experience Averaging over 20 years of industry experience, our regional portfolio managers have a deep perspective of investing in market recovery/expansion and market corrections. They’ve gained strong insight, allowing them to create thoughtful and strategic solutions while keeping in mind the history of the markets in which we invest. Our dedicated investment team members have diverse backgrounds, ranging from direct real estate valuation to agency, investment banking research, corporate finance, and fund management with highly regarded global firms. This wide range of backgrounds across the equity and debt capital and property markets results in an elite level of analysis and brings a contact network of equal depth and experience, ultimately to the benefit of our clients. Global investment philosophy Our investment management style is based upon in-depth, fundamental, and proprietary research and the belief that over the long term, share prices will track underlying asset value and companies that create value will be rewarded by the market. We recognize that markets are inefficient and that share prices can temporarily deviate from fundamental value. By applying our knowledge gained over decades in the industry, we believe that we can uncover market price inefficiencies and generate superior returns. Our dynamic portfolio construction results from two distinct Heitman advantages: PRIVATE REAL ESTATE EXPERTISE Our complementary business platform gives our real estate securities team deeper insight into the nuances of private real estate. Using a proprietary valuation model, we effectively assess the companies in which we invest, including the underlying real estate. PUBLIC MARKET ACUMEN The local expertise and diverse experience of our investment professionals have led to attractive results for our clients. They are able to make strategic and timely decisions in their respective markets. GLOBAL ASSETS UNDER MANAGEMENT 5.0 Billion in assets under management USD as of June 30, 2021 SOLUTIONS VEHICLES INSIGHTS With over 25 years of experience in the listed real estate securities arena, we have the foresight to create thoughtful investment solutions, suitable for a variety of investors. Our current investment solutions include: Global strategies HEITMAN GLOBAL REAL ESTATE SECURITIES STRATEGY A portfolio that provides an efficient means to invest in real estate globally. We utilize an investment process that combines our direct real estate knowledge with our public equities experience to identify mispriced securities. We manage the strategy to the FTSE EPRA/NAREIT Developed Index. HEITMAN GLOBAL PRIME STRATEGY A benchmark-unaware, diversified portfolio of publicly traded global real estate securities designed to provide investors exposure to world-class property assets located in global gateway markets. North American strategies HEITMAN US REAL ESTATE SECURITIES STRATEGY Our US real estate securities strategy provides an efficient means to invest in real estate in the US. We utilize an investment process that combines our direct real estate knowledge with our public equities experience to identify mispriced securities. We manage the strategy to the Wilshire US RESI Index. HEITMAN US FOCUSED REAL ESTATE SECURITIES STRATEGY Our US focused real estate securities strategy provides an efficient means to invest in real estate in the US. We utilize an investment process that combines our direct real estate knowledge with our public equities experience to identify mispriced securities, with greater active share and larger position sizes. We manage the strategy to the Wilshire US RESI Index. HEITMAN US PREFERRED REAL ESTATE SECURITIES STRATEGY A portfolio of preferred securities constructed to provide investors with a high-yielding portfolio from listed companies with quality balance sheets. © 2021 Heitman LLC. All rights reserved. Privacy General disclaimer