Real Assets
About Real Assets
From co-mingled funds and joint-ventures, to separate accounts and tailored-made investment vehicles comprising regional and country-specific investment strategies, we manage more than €79 billion¹ on behalf of our 200+ third-party institutional clients and AXA insurance companies.
With around 600 people operating in over 20 countries and based in 14 offices around the world, the team combines in-depth, in-country knowledge with longstanding experience, strong convictions and a thorough understanding of capital structure.
This combination allows us to build strategies for our clients across the spectrum of Real Assets through a wide range of investment solutions which aim to deliver targeted returns commensurate with their risk profile. We are the number one portfolio and asset manager in Europe² in direct property and a global leader in Real Asset investment.
Our approach
Our size, experience and structure enable us to offer clients a 360° view of real assets investing - we invest in both equity and debt, across different real asset classes, geographies and via private and listed instruments.
This 360° view provides us with a thorough understanding of relative value in real asset markets that can be instrumental to optimising the management of economic cycles. It also promotes flexibility and agility in our investment decisions.
¹ Source: AXA IM – Real Assets data (unaudited) as at September 30, 2018
² Source: INREV Fund Manager Survey – May 2018
1 Source: INREV/ANREV Fund Manager Survey – May 2018. Rankings based on non-listed direct real estate assets under management.
2 Source: Best European Insurance Company Lender of the Year, Real Estate Capital 2014, 2015; Debt Investor of the Year, Property Investor Europe 2017; Alternative Lender of the Year, Property Investor Europe 2018
Isabelle Scemama, CEO of Real Assets
Insights
01 April 2016
The impact of flexible working on European office markets
Investors should target modern space or opportunities to modernise space in London, Berlin and Stockholm, where we expect the fastest increases in space efficiency.
01 April 2016
Value-Add opportunities throughout the cycle
Differing economic cycles across Europe ensures investors can adopt a range of value-add strategies.
01 March 2016
Hotels: Here to stay
The global hotel industry has benefitted from an unparalleled rise in international travel over several decades. Hotel investors have positioned themselves to capture...
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