Investment Philosophies & Beliefs Resolution Capital is an active, long term securitised real estate investor. Fundamentally we believe that listed property entities provide an excellent means of accessing some of the highest quality real estate assets in the world.
We also believe that the ultimate driver of real estate securities is the quality and level of sustainable cash earnings generated by the underlying properties. As a result, our investment process is focussed on consistently evaluating these cash flows across regions and sectors. Consequently, our overriding bias is towards higher quality properties which are:
- located in markets with strong underlying fundamentals,
- owned by entities with appropriate and sustainable capital structures,
- are run by disciplined management teams.
As an active investment manager we are committed to the principle of holding company management accountable. Our investment team travels extensively to gauge local markets, inspect properties and talk with management and market participants, with approximately 350 meetings held over the year.
In this regard, Resolution Capital is committed to the principal of active management on behalf of its clients in order not only to outperform the benchmark but to improve the benchmark itself.
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