Aegon Direct Equity/US Multifamily Impact

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Key Characteristics

  • Acquires, repositions, redevelops, manages, and disposes of US workforce (Class B and C) multifamily real estate assets that seek attractive risk-adjusted returns.


  • Leverages Aegon AM’s 35 years’ experience in the multifamily sector, established infrastructure and network of partners across the US to source, underwrite and reposition properties in select target metros.


  • Return on investment occurs through the execution of a differentiated impact value-add strategy focusing on cost-efficient renovation of units and common areas and extensive energy retrofits.


  • Top-down macroeconomic, demographic, and local real estate market research is utilized to evaluate and identify target sectors and designate metro areas as target markets.

  • Focus on middle-market workforce (renter-by-necessity) apartments which exhibit strong and durable demand-supply drivers and offer opportunity for value-add strategies that seek to generate incremental return and ongoing cyclical defense.

  • Bottom-up property and neighborhood analysis based on competitive evaluation of the property and its peer group along with neighborhood characteristics.

  • Leverage long-term relationships to help deliver strong transaction sourcing, construction expertise and structuring.

  • Execute on cost-efficient renovations and extensive energy retrofits designed to improve property performance and drive investment returns.