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Investment Strategy

Overview

Our real estate strategy focuses on developing the best allocation approach given the current real estate environment, identifying real estate market leaders, and implementing our strategy through these market leaders. Strategy refinement is a continuous process — such that each portfolio remains responsive to current market and industry conditions.

Guggenheim Real Estate invests across a wide spectrum of the real estate market, including:

Direct Real Estate Investments
REIT Securities
Private Funds
Secondary Market Fund and Partnership Units
Existing Real Estate Partnerships
Joint Ventures with REITs and/or other Partners
Preferred Equity and Debt Financing
Commercial Mortgage-Backed Securities (CMBS)
Derivative Instruments

We make modest over- or underweights among these investment groups to pursue our objective of generating attractive performance levels.