Driving Long-Term
Investment Performance

Portfolio Management

We help clients realize investment outcomes through tailored investment solutions, customized portfolio strategies and active capital management.

7.2% 10-year unleveraged return

30+ years managing institutional investment programs

Long-term growth of assets under management

Long-term outperformance of benchmark

$18.3B in assets under management

Assets Percentage
Canada Life General Account $7.3B
Canadian Real Estate Investment Fund No. 1 $5.5B
London Life Real Estate Fund $3.4B
Separately Managed Accounts $2.1B
Canada Life General Account $7.3B
Canadian Real Estate Investment Fund No. 1 $5.5B
London Life Real Estate Fund $3.4B
Separately Managed Accounts $2.1B
As of June 30, 2026
Customized
Portfolio Strategies

Our portfolio management team develops tailored real estate strategies aligned with each client’s investment objectives, risk profile and existing holdings. Drawing on both market research and hands-on operating experience, we focus on cash flow growth, capital preservation and diversification.

Active Oversight
and Reporting

We continuously evaluate portfolio performance across asset classes, markets and individual properties. Through detailed analysis of income, capital returns, debt strategies and lease profiles, we help clients identify opportunities and manage risk.

Driving Long-Term
Investment Performance

Markets evolve and investment priorities change. We regularly review and refine portfolio strategies to ensure they remain aligned with client objectives, while positioning portfolios for long-term success.