Real Assets

Focused yield-oriented solutions spanning the risk/return spectrum

Research-intensive process

Experienced, multi-disciplined and integrated team

Key facts

 

as of June 30, 2020

USD 25 billion

 

 

Assets under management/advisement

119

 

 

Investment professionals in the US & Europe

30+

 

 

Years of experience

Cycle-tested Real Assets Platform

Over 30 years of experience structuring real assets strategies tailored to client preferences.

VERTICALLY INTEGRATED PLATFORM

The real assets business is built on a cycle-tested vertically integrated platform, deep and broad market access and long-term relationships

TOP-DOWN RESEARCH, BOTTOM-UP ANALYSIS

Strategies seek to deliver strong relative value and returns through thoughtful top-down research and deployed with intelligent bottom-up analysis

DEDICATED, IN- HOUSE SUPPORT TEAMS

Each capability and solution is supported by dedicated applied research, engineering & environmental, valuation, accounting, client service, legal and risk management and compliance teams

Why allocate to Real Assets?

 

Why ... ... Because

Diversification offers potential risk reduction

Real asset investments often react differently to changes in market conditions compared to traditional asset classes. Their unique attributes can be used to reduce portfolio risk and volatility through diversification.

Broad investment universe with deep pool of assets and investment structures

This broad opportunity set allows for highly customized solutions relating to risk, return, income, liquidity, sustainability, social responsibility, and more.

Attractive investment yields compared to traditional asset classes

Real asset strategies can provide attractive risk-adjusted investment yields compared to more traditional asset classes such as stocks and bonds.

Overview of Real Assets Debt

  • USD 17.9 billion in assets under management/advisement
  • Originates and services high-quality mortgage loans
  • Provides deep market access to opportunities combined with in-depth local market expertise
  • Supported by highly-rated mortgage loan servicing and special servicing teams

Commercial Mortgage Loans
Agricultural Loans
Mortgage Loan Servicing
Mortgage Loan Special Servicing

Overview of Real Assets Equity

  • USD 6.9 billion in assets under management
  • Leverages the expertise and resources of multiple disciplines to acquire, underwrite and manage real estate investments in the US and Europe
  • Provides expertise across all major property sectors including multifamily, industrial, office and retail along with specialized segments including self-storage, land and senior housing

Tax Credit Equity
Natural Resources / Energy Private Equity
Real Estate Private Equity – US
Real Estate Private Equity – UK
Real Estate Public Equity
Asset Management

Data as of June 30, 2020

1Aegon AM US

2Aegon AM UK

3Aegon Real Assets US 

4Aegon AM NL