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Lazard US Realty Equity Portfolio - Keywords


INVESTMENT PHILOSOPHY

  • Concentrated Investing
  • Fundamentally Driven
  • High Conviction
  • Property Level Rental Performance
  • Top Down and Bottom Up Balance

INVESTMENT FOCUS

  • Real Estate
  • REITs
  • Healthcare REITs
  • Residential REITs
  • Office REITs
  • Retail REITs
  • Storage REIT

INVESTMENT PROCESS

  • Fundamental Analysis
  • Qualitative Analysis
  • Bottom-Up Selection
  • Valuation Screening
  • Quantitative Analysis
  • Management Meetings
  • Price Targets
  • Total Return Analysis
  • Demand and Supply Analysis
  • Price Conscious
  • Set Price Targets
  • Understand CEO Behavior through Market Cycles

RESEARCH PROCESS

  • Rent Growth Analysis
  • Company Visits
  • Return on Capital
  • Growth Longevity Analysis
  • Trends Across Industries
  • Price-to-Net Asset Value
  • Projected 12-month Return Estimate
  • Regional Fundamentals

PORTFOLIO CONSTRUCTION

  • Concentrated
  • Team Based Process
  • Benchmark Aware
  • Collaborative
  • Diversified across Sectors

RISK CONTROL

  • Constant Reviews
  • Significant Event Monitoring
  • Independent monitoring
  • Property Supply Pipeline