Strategy Overview
Investment Approach
The investment objective of the Fund is to construct an optimized global diversified real estate strategy that leverages various investment teams, track records and strategies that exist under the Fiera Capital Private Markets investment platform.
The strategy seeks generate stable returns through a diversified, global, real estate portfolio primarily focused on income-generating real estate assets, and to a lesser extent, real estate assets with a capital appreciation component, such as value add and development projects. The Fund will aim to invest across multiple sectors of the real estate market, including but not limited to, industrial, office, retail, multi-residential, and other type of properties.
Key Characteristics
- A One-Stop Multi-Manager Solution: Gain exposure to a well-diversified multi-strategy portfolio of in-house investment teams in the real estate space
- Portfolio Management Benefits: Generate the most favorable risk-adjusted return through an optimized portfolio solution
- Access to Investment Specialists: Leverage the vast expertise of Fiera Capital Private Markets professionals
- Extensive Research and Due Diligence: Active and ongoing monitoring of the quality of the underlying strategy teams, process, and investments
- Macroeconomic Expertise: Identify strategic opportunities across asset classes, regions, and sectors where long term opportunities exist
- Diversification Benefits: Reduce total portfolio risk due to low correlation to traditional asset classes
- Compelling Income Generation: Strong and stable income stream
- Disciplined Investment Process: Robust governance, risk management and portfolio monitoring discipline
Important Disclosures
Nothing on this website should be viewed as a recommendation, offer or solicitation to buy or sell any security or investment and does not constitute investment, legal, tax or accounting advice. Services are offered only to qualified investors and only in accordance with applicable laws and regulations in each relevant jurisdiction. Information is believed to be accurate as of the publication date but may change without notice; no warranty is provided, and Fiera Capital and its affiliates disclaim liability for its use.
Past performance is not a guarantee of future results. Inherent in any investment is the potential for loss. Target returns are aspirational, forward-looking and do not represent actual performance. There is no guarantee that such performance will be achieved, and actual results may vary substantially. Metrics (e.g., exposures, ratios, characteristics) are for reference only and may not capture all relevant factors. Different metrics may lead to materially different conclusions; Any specific holdings mentioned are for illustration only, and may not represent the full portfolio, past holdings, or future positions. Indices are unmanaged, not investable, and do not reflect fees or expenses. Index comparisons are provided for context and portfolio holdings may differ significantly from those of any index; All investment strategies involve risks, including market, economic, financial, operational, liquidity, valuation, and regulatory risks. Certain strategies may use leverage, derivatives, or concentrated exposures, which can increase volatility and risk of loss; No strategy, diversification approach, or risk management technique can eliminate risk, or guarantee returns in all market environments; Investors should review relevant governing documents and consult their own advisers before making investment decisions.
Environmental, social, governance (“ESG”) or impact related goals, commitments, or initiatives referenced on this website are voluntary, may not apply uniformly across strategies, and may be modified or discontinued at Fiera Capital’s discretion. ESG-related processes do not guarantee any specific investment outcome.