Investing in listed non-core real estate may offer investors a compelling opportunity for portfolio diversification while capturing growth within the evolving real estate market. We view listed non-core real estate as a building block for most institutional real estate portfolios.
Institutional Strategies
Since our founding the Firm’s boutique structure has facilitated specialization of strategies for institutional clients unique needs and outcomes.
Managed Accounts
Our specialized strategies are also available on managed account platforms to accommodate clients’ needs for transparency and customization.
Open-end Funds
As one of the affiliated investment managers within Virtus Investment Partners, our strategies are offered via open-end mutual funds.
Closed-end Funds
In addition to managing institutional products, Duff & Phelps has over two decades experience managing closed-end funds for individual investors.
Featured News and Ideas
The world faces significant water challenges today, with more than 2 billion people lacking access to safely managed water, and more than 4 billion people without safely managed sanitation. While some believe these challenges are concentrated in the developing world, water scarcity is not linked to a particular location or circumstance.
On the surface, 2023 was a great year in the market, with the S&P 500 up over 21% and the Nasdaq Composite up an astounding 47% (through December 8). Nevertheless, outside of mega-cap technology stocks, and specifically the “Magnificent Seven,” the story was a lot murkier.
Meeting Investor Needs
Institutional Investors
Our boutique structure is designed to focus resources on our specialized active investment strategies, and to meet the needs of institutional investors for consistent results, pro-active communication, and transparency.
Our approach has benefited the institutional clients we have worked with, which include: public funds, foundations & endowments, corporations, municipalities, multi-employer plans, nuclear decommissioning trusts, and sub-advisory.
Individual Investors
For more than 90 years, Duff & Phelps has been distinguished by in-depth fundamental research. We have built on our pioneering approach to utilities, expanding to offer several specialized active strategies that seek to enhance individual investors outcomes.
Through open-end mutual funds, managed accounts, and closed-end funds, investors may wish to consider our approach as a foundation for their portfolios in today’s complex world.