STRATEGIES
Global listed real estate may play an integral role in a multi-asset class portfolio for both offensive and defensive reasons. Global listed real estate can offer international diversification, generate a relatively high level of current income and provide liquidity. It may also reduce volatility and provide low correlation with other asset classes as well as diversification across continents, countries, and sectors. CenterSquare’s strategy is to invest in a diversified portfolio of global real estate securities identified as undervalued vs. their peers to seek high, risk-adjusted returns for our clients.
CenterSquare also believes that a responsible approach to Environmental, Social, and Governance (ESG) issues makes good business sense and enhances shareholder value. Please refer to the CenterSquare ESG Policy for more information about the incorporation of ESG considerations into our listed real estate investment process.
- BENCHMARK
- FTSE EPRA Nareit Developed Index
- INCEPTION DATE
- Dec 2006
PORTFOLIO MANAGEMENT
Dean Frankel, CFA
Managing Director
Head of Real Estate Securities
RELATED CONTENT
The CenterSquare New Economy Real Estate Indices
CenterSquare believes that ‘New Economy’ real estate -- real assets that contribute to the advancement of technology and innovation on a global basis – offers attractive investment opportunities which are most efficiently accessed through the global listed market.
To capture this dynamic, CenterSquare has developed the CenterSquare New Economy Real Estate Indices (CSNERE and CSNEREU) which track the performance of global real estate companies with material direct and/or indirect exposure to technology, sciences and/or ecommerce related business models, industry sectors and/or geographies.
In 2022, WisdomTree announced the expansion of its thematic equity ETF product range with the launch of the WisdomTree New Economy Real Estate UCITS ETF (WTREU) listed on the London Stock Exchange, Börse Xetra and Borsa Italiana and the WisdomTree New Economy Real Estate ETF (WTRE) listed on the New York Stock Exchange. Both vehicles seek to track the price and yield performance, before fees and expenses, of the CenterSquare New Economy Real Estate Indices.
For more information on the CenterSquare New Economy Real Estate UCITS (CSNEREU), click here.
For more information on the CenterSquare New Economy Real Estate (CSNERE), click here.
How to Invest in Our Listed Real Estate Strategies
630 West Germantown Pike, Suite 300
Plymouth Meeting, PA 19462