North America Mandate for bpfBOUW

The Mandate follows a disciplined and diversified investment approach, targeting Living and Warehousing, which remain among the most resilient sectors in North America, with overweights to alternative sectors like Single Family Rental and Data Centers. We actively manage our portfolio through strategic acquisitions and divestments, leveraging local expertise to optimize long-term performance. By investing in growth markets, tech hubs, and next-tier cities, we align with fundamental demand drivers such as population growth, demographic shifts, and urbanization trends.

The Mandate follows an integrated approach, investing in both non-listed and listed real estate. The ability to invest through different structures—funds, joint ventures, club deals, and listed vehicles—enlarges the opportunity set, contributes to relative outperformance, and provides liquidity through market cycles.

ESG is integrated into our strategy, though we recognize that the North American market has historically placed more emphasis on the Social component than the Environmental component. We actively engage with managers to enhance sustainability efforts, improve GRESB performance, and integrate SFDR and IRBC reporting where possible. We continue to optimize our portfolio, ensuring cost-efficiency, professional management, and long-term value creation.

Bouwinvest has a dedicated office in New York, strengthening our local presence and market expertise. For inquiries regarding our North America Mandate, please find the contact details of our local representative below.