Private real estate has provided investors with durable income and consistent returns in recent years, while helping diversify portfolio risk.1
Private real estate’s returns over the last 10 years2 illustrate the potential for capital gains as properties increase in value over time, driven by:
Private real estate prices can provide diversification during periods of volatility.
Clarion Partners Real Estate Income Strategy offers individual investors direct exposure to a portfolio of income-producing commercial real estate and real estate related securities – leveraging Clarion’s deep expertise in the field.
Direct exposure in a commercial real estate portfolio
Balancing strong current income with future growth prospects by investing in high-potential sectors
Robust investment team with deep experience across real estate sectors committed to a collaborative and disciplined investment process
On a long-term basis, under normal market conditions, Clarion Partners expects to allocate no less than 60% of the portfolio to private commercial real estate and up to 40% to real estate securities and cash/cash equivalents and other short-term investments.
Stabilized, well leased, cash flow-producing properties
Markets and properties with favorable growth prospects
Exposure to different geographic regions and property sectors7
E-commerce driving demand for warehouse space
Strong demographics and housing shortage driving demand
Aging population and healthcare spending driving demand for science-based real estate
Non-commodity flexible space
Well leased non-mall retail
Live/Work/Play investments
Clarion Partners is a pure-play real estate investment managers offering a broad range of real estate strategies across the risk-return spectrum.
of assets under management7.
Our singular focus allows us to identify potential opportunities that others may overlook.
Pure-play real estate platform; it’s all we do and all we’ve ever done.
properties across the United States and Europe.
We don’t merely acquire value. We create it.
The Clarion Partners Real Estate Income Strategy is managed by a team with deep experience across real estate sectors, with access to the broader capabilities and insights of our investment research teams and acquisition group.
Managing Director,
Portfolio Manager
Joined Clarion Partners in 2000
New York, United States
Managing Director, Portfolio Manager
Senior Vice President,
Portfolio Manager
Joined Clarion Partners in 2006
New York, United States
Managing Director,
Portfolio Manager
Joined Clarion Partners in 2023
New York, United States
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Investment Risks:
An investment in the Strategy involves a considerable amount of risk. The Strategy is designed primarily for long-term investors, and an investment in the Strategy should be considered illiquid. Shareholders may not be able to sell their shares in the Strategy at all or at a favorable price. Fixed income securities involve interest rate, credit, inflation and reinvestment risks. As interest rates rise, the values of fixed income securities fall. High-yield bonds possess greater price volatility, illiquidity and possibility of default. The Strategy’s investments are highly concentrated in real estate investments, and therefore will be subject to the risks typically associated with real estate, including but not limited to local, state, national or international economic conditions; including market disruptions caused by regional concerns, political upheaval, sovereign debt crises and other factors. Asset-backed, mortgage-backed or mortgage-related securities are subject to prepayment and extension risks. The Strategy employs leverage, which increases the volatility of investment returns and subjects the Strategy to magnified losses if an underlying fund’s investments decline in value. The Strategy may use derivatives, such as options and futures, which can be illiquid, may disproportionately increase losses, and have a potentially large impact on Strategy performance.
BEFORE INVESTING, CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES.
All investments are subject to risk, including the possible loss of principal.
© 2023 Franklin Distributors, LLC. Member FINRA/SIPC and Franklin Templeton affiliated companies.
