The Fund’s aim is to achieve a stable portfolio that can profit from the changing retail market, mainly due to its well-distributed portfolio of high-quality assets that is sufficiently resilient and future-proof to withstand the future risks in the retail market. This includes a net asset value of invested capital of more than € 1 billion and a good spread in terms of locations, segments and tenants that provides sufficient comfort to absorb these risks and continue to generate solid returns in an evolving retail market.
We believe that convenience and experience are the key trends that will determine the future of retail real estate. This is why the Bouwinvest Dutch Institutional Retail Fund has a clear focus on the main shopping streets in major shopping cities & shopping centres and supermarkets that focus on convenience shopping.
The Fund’s strategy is aimed at delivering a long-term average annual total return of between 6.0% and 7.5% on Dutch retail investments. The Fund’s primary goal is to optimise its portfolio to make it resilient enough to withstand the future risks in the retail market. The fund size target for 2022 is invested capital of € 1.1 billion and a good spread in terms of locations, segments and tenants that provides sufficient comfort to absorb these risks. To achieve the investment objective, the main pillars of the Fund’s strategy are:
Core investment style
Long-term plan of average annual Fund return of between 6.0% and 7.5%
Robust governance structure
Investment structure for an indefinite period of time
Reports in accordance with INREV standards