Digitization is exceptionally useful when investing in real estate. Data are collected on the many hundreds of thousands of properties around the world concerning their year of construction, dimensions, level of sustainability, rental income and costs, transaction values, tenants, lease terms, distance to motorways and airports, et cetera. Our long history of real estate investments enables us to find the right data points in this sea of Big Data.

“Turning big data into investment decisions”
Jorrit Arissen

Every day, the Kempen Real Estate team collects 22.5 million relevant data points for 200,000 properties around the globe, processing these data in our data infrastructure into valuable investment information. The vast increase in available data helps us to make better assessments of the quality and risk of each real estate investment. This leads to better investment decisions and finally results in higher investment returns at lower risk for our clients.

“We apply a rigorous investment process with strong emphasis on balancing risks and returns”
Egbert Nijmeijer

Our team's continuous aim is to find those real estate investment opportunities that offer the optimal balance between risk and return. In analyzing risk our team will research the financial health and quality of worldwide available real estate companies. Important factors include the strength of balance sheet, the quality of the management, and the corporate governance and environmental impact of the company concerned. We exclude risks from our investment process that we cannot oversee such as regional differences in interest rates, currency movements and macro economic developments. We are a real estate specialist and all risk budget is assigned on the real estate itself. Based on the aggregate information, we will take a decision as a team on those investment opportunities that offer the best possible return against the lowest risk for our clients.

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2017, 27 October

Sustainable real estate generates opportunities

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Kempen Capital Management manages investment funds according to this 'investment strategy'. The overview of these investment funds is shown above.

Please note that the funds displayed on this website may not be registered and available in your country. Furthermore, some investment funds are only intended for professional investors or available through selected distributors. You will find the particular information at the 'fund facts' section of the specific fund.

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News & Knowledge

2019, 11 December

Dutch financials make significant progress with PCAF carbon accounting methodology

The number of Dutch banks, insurance companies and pension funds working on calculating the climate impact of their loans and investments is growing. Seventeen financials with a total assets under management of 2 trillion euros are now part of the Partnership for Carbon Accounting Financials (PCAF), which has developed a carbon accounting methodology to map the carbon emissions of loans and investments.

Asset Allocation Outlook December

The MSCI global equity index noted gains for the third month in a row in November. A difference was discernible though between industrialised countries, which saw prices rise, and the slight price decreases in emerging markets. Capital market yields rose further, while the US saw an end to falling yields at the short end of the yield curve. This caused the spread on long-term and short-term yields to widen, which is a positive sign for the business cycle. The reasons behind the positive mood on the markets continue to be hopes of a trade agreement between the US and China, the diminishing risk of a hard Brexit and the bottoming-out of a number of leading economic indicators. We have reduced our cash position by expanding our overweight in emerging market debt. Our underweight in equities has been kept unchanged, however, as we still believe that the equity markets have priced in an excessively positive scenario for corporate earnings.

Kempen's Commentary

Before you start reading: please don’t take the following personally. It’s others and not you. The reason for this is that I have some bad news: we are not getting any smarter. In fact, we are all getting dumber. At least that’s what recent IQ tests suggest.

Real Estate