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.
All investments involve risks, including possible loss of principal. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions.
There is no assurance that the employment of this strategy will result in the investment objective being achieved. Various account minimums or other eligibility qualifications apply depending on the investment strategy or vehicle.
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