In this #FundManagerChat podcast, Egbert Nijmeijer from Kempen and co-manager of the Kempen Global Listed Real Estate Fund outlines the case for global listed real estate companies.
Egbert provides an overview of the asset class and outlines the benefits it can bring to an investor portfolio. He discusses where he and the Kempen team are finding opportunities in global listed real estate equities and areas that he is avoiding. He also outlines how he incorporates ESG into his portfolio and how this has impacted some of his stock selection.
Egbert also provides an outlook for the asset class outlining some of the medium term head and tailwinds.
Egbert is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv, in London on October 15, 2019.
Egbert Nijmeijer joined Kempen in 2011 as a Senior Portfolio Manager. Prior to this, Egbert worked for the development finance department of Bouwfonds and as an Asset Manager at a residential corporation. In these roles, he gained experience with the Direct Real Estate Market. He began his career in 2000 at Robeco as Portfolio Manager, where he managed equity portfolios for 6 years.
Egbert holds a Masters in Industrial Engineering & Management specialising in civil engineering. He completed the Real Estate management programme of Harvard Business School. He currently coordinates the Harvard / Kempen shared Real Estate research projects.
Egbert is a member of the US retail council at Urban Land Institute (ULI). At ULI Egbert is also part of the Editorial Board for ULI’s Emerging Markets Trends research, and holds a position in the Content Advisory Group advising ULI on their direction of research efforts.
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Disclaimer: This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.