Strategies
Real Estate
Income-producing property, held through co-investments and funds.
The typical shape of this kind of investment over time. An illustration, not a forecast.
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Overview
Real estate investments give exposure to property that produces rental income and can grow in value: logistics and industrial, residential, offices and mixed-use. Investors typically take part through co-investments or funds rather than owning property outright.
Returns come from a combination of income and capital growth, and are shaped by interest rates, occupancy, and the quality of the underlying asset and its manager.
Typical structure
A co-investment or fund vehicle holding a portfolio of properties, typically structured to pay periodic income from rent with capital returned on sale or at fund maturity.
Illustrative, to explain the general shape of this asset class. Individual products vary, and each carries its own terms.
Who it may suit
- Investors seeking income anchored by a real asset
- Those who can commit capital for several years
- Investors looking to diversify away from listed markets
Typical characteristics
- Liquidity
- Low; quarterly to none
- Typical horizon
- 5–10 years
- Role in a portfolio
- Income and growth
- Typical risk range
- 4–5 of 7
- Typical minimum
- $100,000
Key risks
- Illiquidity: property is slow to sell and funds may restrict withdrawals
- Valuation risk: values are appraised, not priced daily by a market
- Rising interest rates can reduce property values and raise financing costs
- Vacancy, tenant default and development risk
- Concentration in a single asset, sector or location
This is a summary, not a full list. See the Risk Warning and each product's offering documents.
How it appears in your portfolio
Shown with a capital-growth projection at an assumed total return. Where an investment pays regular income, it can instead be shown as an income schedule.
Further reading
Events that moved real estate
- Central banks · 16 September 2026The Fed turns: from a cutting debate to a rate rise
- Central banks · 10 December 2025The Fed cuts for a third time, with three dissents
- Central banks · 18 September 2024The Fed begins cutting with a half-point move
- Real estate · 31 January 2024New York Community Bancorp falls 37% on property losses
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