The strategy is a private real estate strategy that invests in social infrastructure assets across Europe, which include healthcare and education facilities, social and affordable housing and buildings related to justice, emergency, and civic services. The strategy has a dual return objective: generate financial returns and have a positive social and environmental impact in the community.
Social and Financial Benefits
Investments in social infrastructure works to benefit communities, while improving the long-term financial value of assets. Franklin Real Asset Advisors (FRAA) focuses on the theory of change, believing the lack of quality social infrastructure across Europe is an opportunity to align capital more efficiently and to provide environmentally upgraded facilities that result in more prosperous communities and compelling long-term real estate investments.
Diversification and low correlations
The strategy seeks to create portfolio diversification across different sectors, tenants, geographic locations, asset strategies, and lease expirations. Investments are selected for their long-term performance potential by pairing a bottom-up approach to investment selection with top-down macro considerations. Due to the nature of essential services provided by social infrastructure assets, returns are expected to have little correlation to the broader market.
Global reputation and relationship network
FRAA’s long-term experience in sourcing real estate opportunities provides a unique investment advantage. Over the last three decades, the team has established deep relationships with some of the most successful private real estate managers and operators in the industry, providing early information about new opportunities and potential investment access.
Important Information
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. All investments involve risks, including possible loss of principal. There is no guarantee that a strategy will meet its objective. The value of shares and income received can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency and exchange-rate fluctuations. Reduced liquidity may affect the ability to sell assets and have a negative impact on the price of the assets. Currency fluctuations may affect the value of overseas investments. Where a strategy invests in emerging markets, the risks can be greater than in developed markets. Where a strategy invests in derivative instruments, this entails specific risks that may increase the risk profile of the strategy. Where a strategy invests in a specific sector or geographical area, the returns may be more volatile than a more diversified strategy. Investments may also be exposed to operational risks, being the risk that operational processes may fail, resulting in losses as well as other risks (that can be outside of their control).
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