Investing with Clarion Partners
Since 1982, Clarion Partners has developed a broad range of strategies across the risk/return spectrum - from core to core-plus and value-added to opportunistic - to build its clients' real estate portfolios.
Core Portfolio Strategy - low risk: Operating and substantially leased properties in strong markets; diversified across the five major property types: office, retail, industrial, multifamily residential and hotel. These are properties with low-to-moderate leverage structures, where income typically generates approximately two-thirds of total return.
Core-Plus/Value-Added Portfolio Strategy – moderate risk: Properties which require a capital investment for re-positioning, re-leasing or enhancement. With these properties, leverage enhances returns. Total return over the holding period is generally divided equally between income and appreciation.
Opportunistic Portfolio Strategy – higher risk investments with the potential to achieve higher levels of return over the holding period: New development projects and less-traditional property sectors. These assets tend to be highly leveraged and therefore carry significant leverage risk.