For 40 years, Invesco Real Estate (IRE) has leveraged a rigorous investment process to uncover attractive opportunities across the real estate investment spectrum. Our reputation as an exceptional partner is built on decades of doing things the right way and delivering enhanced deal flow and a premier experience for our clients.
Navigating the risks and opportunities of a diverse and nuanced asset class requires deep and varied experience. Invesco Real Estate (IRE) has a decades-long track record of building global real estate investment programs and funds that benefit investors.4
To meet investors’ evolving needs and objectives, we have strategically launched new vehicles, navigated market cycles, expanded into new sectors and markets, and enhanced our global team. Our focus has always been rooted in bringing value to clients by delivering strong risk-adjusted returns, providing differentiated portfolio exposure, and being a trusted partner.
For Illustrative Purposes Only. Not all strategies or capabilities available in all jurisdictions or to all investors. This is not to be construed as an offer to buy or sell any financial instruments, nor should it be considered a recommendation of any investment strategy for a particular investor.
Uncovering unique real estate opportunities around the globe requires viewing the asset class from every possible angle. Our three-dimensional view of real estate— throughout the capital stack and across the risk/return spectrum—combined with all the aspects of our business work together to create a robust picture of each investment opportunity. Our growing business in North America, Europe, and Asia via separate accounts, commingled vehicles and mutual vehicles strengthens our ability to underwrite and execute deals. As we use innovation to grow portfolios, we are continuously identifying emerging sectors and launching new fund structures to benefit investors.
| North American Direct Real Estate |
|||
| Exposure | Separate Accounts | Commingled & Institutional Funds | Retail |
|---|---|---|---|
| Core | ✓ | ✓ | |
| Income/Core-Plus | ✓ | ✓ | ✓ |
| Value Added | ✓ | ✓ | |
| Opportunistic | ✓ | ✓ | |
| Debt | ✓ | ✓ | ✓ |
European Direct Real Estate |
|||
| Exposure | Separate Accounts | Commingled & Institutional Funds | Retail |
| Core | ✓ | ✓ | |
| Value Added | ✓ | ✓ | |
| Opportunistic | ✓ | ✓ | |
| Debt | ✓ | ✓ | |
Asian Direct Real Estate |
|||
| Exposure | Separate Accounts | Commingled & Institutional Funds | Retail |
| Core | ✓ | ✓ | |
| Value Added | ✓ | ✓ | |
| Opportunistic | ✓ | ✓ | |
| Debt | ✓ | ✓ | |
Global Real Estate |
|||
| Exposure | Separate Accounts | Commingled & Institutional Funds | Retail |
| Core | ✓ | ✓ | |
| Income/Core-Plus | ✓ | ✓ | |
| Listed Real Assets | ||||
| Strategy | Separate Accounts | Commingled & Institutional Funds | Mutual Funds | ETF |
|---|---|---|---|---|
| US Real Estate | ✓ | ✓ | ✓ | ✓ |
| Global Real Estate | ✓ | ✓ | ✓ | |
| Global Real Estate Income | ✓ | ✓ | ✓ | |
| Fundamental Beta | ✓ | |||
| North American Energy Infrastructure | ✓ | ✓ | ||
| Global Infrastructure | ✓ | ✓ | ✓ | |
| Real Assets | ✓ | ✓ | ✓ | ✓ |
For Illustrative Purposes Only. Not all strategies or capabilities available in all jurisdictions or to all investors. This is not to be construed as an offer to buy or sell any financial instruments, nor should it be considered a recommendation of any investment strategy for a particular investor.
IRE offers a portfolio that’s diversified across essential real asset sectors, including healthcare, office, multifamily, industrial, self-storage, retail, and student housing. To manage our portfolio, we use a proprietary framework that centers our investing approach around where people consume, live, innovate, and connect.
IRE invests in direct property and publicy traded real estate securities on behalf of institutional and individual investors around the world. Our global strength is complemented by the expertise of our on-the-ground specialists.
Our high-caliber team understands the value of a strong partnership. This approach unifies our global business and encourages collaboration and idea sharing that benefit investors.
Our team is composed of 8 professionals focused on investment strategy and strategy analytics
As of Dec. 31, 2022
Our managing directors average 27 years of industry experience
Our real estate team has 21 offices with professionals working throughout the globe
SteelPath commentary on the midstream energy infrastructure industry
Each month, the Invesco SteelPath team provides an update and insight on the most recent midstream industry happenings. Each monthly commentary provides: market performance update, recent news, and chart of the month.
Podcast: Bond opportunities in a resilient US economy
Matt Brill talks about his expectations for the Federal Reserve, his bullish view of investment grade credit, and opportunities in high yield, emerging markets, commercial real estate, and retail.
Opportunity in real estate credit
Higher interest rates, reduced basis, and tighter bank regulations are potential positives for commercial real estate (CRE) credit and why we see opportunity.
Can remarkable US industrial revenues continue?
Historical increases in US industrial rents have out-performed past trends. Can that run continue? We look at e-commerce and interest rates for an answer.
Midstream energy to fuel growth in AI
Artificial intelligence (AI) and the demand for data center computing exceeded expectations for tech companies this year. Some investors are considering how this growth will be powered.
US and global commercial real estate outlook — looking beyond 2024
A US and global real estate recovery with transaction activity re-accelerating and the start of a new real estate value cycle is close in our view.
How population changes impact US real estate
The US population is projected to shift in the future to more older Americans and fewer under age 15. Here’s what that may mean for real estate investing.
Why invest in US private real estate?
Private real estate has a place in today’s portfolios, in our view, thanks to its history of attractive long-term total and risk-adjusted return potential and inflation-beating income potential.
Invesco SteelPath: Midstream dividends earning trust again
Healthy midstream equity performance in recent years, particularly over periods of broader energy volatility, suggest the sector has earned back trust in the sector’s dividends.
Why we expect a price recovery in commercial real estate
Lower interest rates could start a chain reaction in commercial real estate (CRE) as lower borrowing costs reduce cap rates, which would drive higher prices for new investments.
Source: Invesco Real Estate with data sourced from Bloomberg L.P. and Morningstar from October 2002 to September 30, 2022. Correlation is a statistical measure of how two assets move in relation to each other. The higher the coefficient (1.00 is the maximum and would indicate perfect correlation), the greater the correlation between the two assets. US private real estate is represented by NCREIF Property Index. US fixed income is represented by Bloomberg US Aggregate Bond Index. US equity is represented by the Russell 3000 Index. There is no guarantee that private real estate will provide diversification. Diversification does not guarantee a profit or eliminate the risk of loss.
Source: Green Street Advisors, Bureau of Labor Statistics as of September 30, 2022. Real Estate Income is represented by net operating income (NOI) growth, which is the average NOI growth by year across the major property sectors in North America: apartment, industrial, mall, office, and strip retail. Inflation is represented by the Consumer Price Index (CPI), which is a measure of the average change over time in the prices paid by urban consumers for a representative basket of goods and services. NOI growth equals all revenue from a property minus all reasonably necessary operating expenses. NOI growth may not be correlated to or continue to keep pace with inflation. As of September 30, 2022.
The information on tax advantages does not constitute tax advice. Because each investor’s tax position is different, the benefits listed above may not be realized. A change in US tax laws could also have impact on the benefits of investing in real estate. Investors should always consult with a tax professional before making any investment decisions. Please note, an investment in private real estate does not constitute ownership in the properties it has acquired or will acquire.
As of Dec. 31, 2022
This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.
Source: Invesco Real Estate (June 30, 2022) for illustrative purposes only, ranges shown are approximate and based on current market conditions which are subject to change. It is not known whether these return objectives will be realized.
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