Before visiting this website, you should confirm that you are a qualified investor within the meaning of the Prospectus Regulation (EU) 2017/1129 of 14 June 2017.
You should make sure that the rules you are subject to allow you to subscribe to shares and/or units of the Collective Investment Schemes (“CIS”) mentioned on this website. Certain rules (including rules on public offering and/or marketing of CIS) may, depending on the country where the CIS are marketed, impact the marketing options for CIS and restrict the marketing thereof to certain types of investors.
I hereby acknowledge that I am aware of the rules applicable to me and I wish to access this website.
By accessing this website, I confirm that I have read and approved the legal notice
"Legal Information and Website Terms and Conditions of Use".
Adding listed real estate to a diversified portfolio of assets improves its overall efficiency. This better risk return of the portfolio is confirmed by efficient frontier studies. The optimal percentage of listed real estate depends on a number of factors, but it is typically between 3 and 10%.
As these studies are concluded over a cycle, it is implied that timing an investment in listed real estate is of lesser importance than actually owning the assets. The timing issue sometimes prevents investors from starting to invest, while in fact the most important decision is to invest in the first place and understand the value of including listed real estate in a global portfolio of assets.
Efficiency (return per unit of risk)
Source: DPAM, period: June 2004 until the end of February 2019