Adelante Capital Management’s Domestic Real Estate Securities Strategies are designed for those investors who recognize the diversification benefits of real estate in their overall investment portfolios and who desire exposure to the strength of the U.S. commercial real estate market.
Adelante’s Total Return Strategy is the flagship strategy dating to 1995 and accounting for more than 60% of the firm’s assets under management. Having one of the longest track records investing in real estate securities including real estate investment trusts (“REITs“). Adelante brings a seasoned approach to their investment strategies. As real estate equity experts, Adelante offers guidance to which strategy will work best with the needs of both our institutional and individual clients.
The objective of the Total Return Strategy is to produce high current return and long-term capital growth by investing in a diversified portfolio of U.S. public real estate securities which are trading at discounts to Net Asset Value.
This strategy is a concentrated portfolio of 25 to 35 real estate securities; we are market capitalization agnostic and often take meaningful positions in small companies when valuation warrants. Given our belief that we are investing in commercial real estate through the public market, our portfolios have low turnover. There is over $1.2 billion in the strategy.
Please contact us to discuss our domestic strategy investment solutions.