Overview
Our global real estate equity team has extensive geographic, sector and structuring experience with approximately 180+ investment professionals across 33 offices in the Americas, Europe and Asia-Pacific. We primarily invest in well-leased assets, assets with value creation opportunities, select developments and/or complex situations. As of December 31, 2024, our real estate equity team managed approximately $58.2 billion in assets under management across approximately 2,500+ global real estate properties in complementary strategies to meet investor objectives across cycles. Primary areas of focus for our Real Estate equity teams include:
Our Strategies
Our logistics platform is focused on investment in strategically located, institutional quality properties with the goal of delivering durable returns for our investors through market cycles. We focus on top-tier primary logistics markets that have historically exhibited the most stable occupancy levels and the highest rent growth over cycles. We leverage our vertically-integrated operating teams, who are strategically located across the globe in our key target markets, to invest across core, value-add, and development opportunities that are accretive to our portfolios and drive returns for our investors.
- We are a leading owner and operator of logistics real estate globally, with a current portfolio over 580 MSF and vertically-integrated teams in Americas, Europe and Asia Pacific
- Our global logistics platform includes ~170 logistics focused investment and operating professionals across large investible markets in the U.S., Europe, Japan, Mexico along with Vietnam and Brazil
- We are a true owner/operator with in-house acquisitions, asset management, and development capabilities
- Established in-house development experience provides improved economics for our investors
- In-market asset management teams with deep, real-time market knowledge of tenant demands
- Our investment and operating teams have decades of local relationships and experience in their markets
- We have proprietary sourcing capabilities enhanced by local connectivity with brokers, tenants, developers
- Our teams execute across core, value-add and development opportunities, providing a consistent and informed view into relative value.
- Our experience across the risk spectrum informs our investment decisions, making us better buyers of existing product and better developers of new product.
- Managing investment solutions across the risk spectrum for institutional, high net worth and retail investors.
Our Diversified platform is dedicated to investing and allocating its strategies across property types, with the flexibility to lean into sectors and markets we believe demonstrate the most attractive fundamentals and compelling risk-adjusted returns. Our strategies invest in cash flowing, de-risked development, and scalable portfolio investments, with the opportunity to create value through repositioning, lease-up, re-tenanting, redevelopment, and/or complex recapitalizations. With boots-on-the-ground presence in target markets across the globe, alongside our sector specialist teams and in-house operating platforms, our Diversified team benefits from the resources of Ares Management and the global Real Estate platform, paired with bespoke sector- and market-tailored property-level underwriting.
- We oversee assets across core/core-plus, value-add, and opportunistic multi-sector strategies in the US and Europe
- Our professionals maintain a regional market presence, investing out of 33 offices globally with granular, property-level underwriting
- Synergies between our debt and equity teams allow us to execute on transactions up and down the capital stack and of varying sizes and structures
- Anchored in our highest conviction sectors of Logistics and Multifamily, our diversified portfolios are constructed to withstand market cycles while capitalizing on supply/demand imbalances across regions and property types
- Our in-house, vertically integrated Logistics and Multifamily teams allow us differentiated sourcing and execution, construction management, and asset management capabilities throughout the life of an investment
- As one of the world’s largest alternative lenders, and in collaboration with Ares Alternative Credit, the Ares Triple-Net Lease team can invest strategically at the intersection of Real Estate and Credit
Targeted Investments Characteristics*
- Asset values of $10-250 million
- Attractive basis with above-average supply/demand dynamics
- Solid credit fundamentals
- Strong market position with competitive economic advantage
- Experienced, properly-incentivized sponsorship team with demonstrated track record
- Appropriately structured and documented investment
- Return opportunity that compensates for perceived risk
- As new economy investors, we are focused on real estate sectors and assets that benefit from increased demand stemming from the adoption of new technologies, demographic trends and changes in consumer preference
* Not every investment meets each of the above criteria.
Value Proposition
Potential Benefits for our Investors:
Consistent, compelling performance across real estate equity and debt strategies
Scale and informational network provided by Ares’ expansive platform drive value creation and performance
Our regional teams capitalize on local resources to inform investment decisions
We are targeted and dynamic investors with ability to invest across all asset sizes
- Market leader in “new economy” sectors that benefit from increased demand stemming from the adoption of new technologies, demographic trends and changes in consumer preference
- Vertical integration across each of the regions we invest, providing unparallel data and insights to drive value
- Alignment of interests with our investors
- Disciplined growth with a focus on long-term value creation and capital preservation
Potential Benefits for our Owner/Operators and Financial Sponsors:
- Long-term patient investor with permanent capital
- Local teams with deep industry relationships
- Flexible and creative structures
- Active in many market environments
- Ability to grow capital base with client needs over time
- Execution speed with high certainty of closing
- Significant resources and operational assistance
Contact
To contact Ares Real Estate, please reach out to one of the key contacts below:
Real Estate - U.S.
For inquiries regarding real estate in the U.S., please contact:
Melanie Schiff
Email: [email protected]
Real Estate Equity - Industrial
For inquiries regarding real estate equity - industrial, please contact:
Dave Fazekas
Email: [email protected]
Real Estate - Europe
For inquiries regarding real estate in Europe, please contact:
Daniel Taylor
Email: [email protected]