European real estate with A higher aim

Discover a New Approach with Social Infrastructure

Real estate investors require alternative sources of yield in today’s market. Social infrastructure can offer diversification, impact-investing opportunities and superior risk-adjusted returns.

FEATURED

ANNUAL IMPACT REPORT

Our annual impact report on social infrastructure covers how our private real estate team approaches impact investing. Get an update on their philosophy, their framework and their work to date.

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Sourcing and Management Expertise Across Multiple Market Cycles

Franklin Real Asset Advisors is dedicated to real assets investing.

20 Private Real
Estate Professionals*

+35 Years of
Experience

Core, Non-Core and
Impact
Real Estate
Strategies

Our Social Infrastructure Strategy

We invest directly in buildings related to social infrastructure in Europe.

Social infrastructure is real estate that maintains and strengthens social services.

HEALTHCARE

Medical facilities, infrastructure
Nursing homes

EDUCATION

Primary and secondary schools
Further education and universities

HOUSING

Student, social and affordable housing
Public servant housing

JUSTICE AND EMERGENCY

Court houses
Police and fire stations

CIVIC

Sports facilities
Community & local government facilities

Such projects were once the sole province of European governments, but funding gaps and rising demand have left a multibillion-euro shortfall. There is now an opportunity for institutional investors to participate in the social infrastructure sector and potentially make a dual return.

Financial Returns

Long-Term Stable and
Inflation-linked Cash Flow

Low Correlation
to GDP and Markets

Good Downside Protection
from Alternative Uses

Impact Return

Positive Social and Environmental
Impact on European Communities

Proprietary Impact Management Framework

Aligned with the UN Sustainable
Development Goals and Impact
Investing Reporting Standards

We invest across the main social infrastructure sectors, with a focus on healthcare, education and housing assets. With regards geography, we invest across Europe, with a focus on the eurozone.

Our strategy results in a highly diversified portfolio by sector, geography, tenant, asset strategy and lease expiry.

For illustrative purposes only. Actual allocations for strategy will vary based on a variety of factors. Data as of 30 September 2019.

Using a fully integrated impact framework, the impact of an investment is assessed at acquisition and during its lifetime – helping lay the foundations of real change.

We aim to make an impact that is split into both community-related issues and environmental factors. These contributions are aligned to 6 of the 17 United Nations Sustainable Development Goals.

Source: United Nations Sustainable Development Goals

Franklin Real Assets Advisors (FRAA) has been investing in social infrastructure since 2005. We have a dedicated team managing social Infrastructure assets across Europe.

The team has been supported by the strength, resources and stability of Franklin Templeton Real Asset Advisors since 1997.

Disclosure Statement

Disclosure Statement - Operating Principles for Impact Management

This disclosure describes Franklin Templeton’s alignment with the operating principles.

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Impact Investing Talks: Our approach to Real Estate

As interest in impact investing continues to grow, John Levy, our Director of Impact, explains some of the key ideas investors should consider when looking for impact strategies.

Our approach to Impact Investing

Discover how our team manages impact investing, from integration to measuring real contributions.

COVID and Impact Investing

Learn more how our team executed impactful intitatives despite the challenges of Covid-19.
 

Case Study: Project Ferry

Find out how rebuilding an University and Student Housing Complex in Italy can bring positive impact.

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IMPORTANT LEGAL INFORMATION

This information is intended to be of general interest only and does not constitute legal or tax advice nor is it an offer for shares or invitation to apply for shares of the Luxembourg–domiciled fund Franklin Templeton Social Infrastructure Fund S.C.A., SICAV-RAIF (the “Fund”). Opinion expressed are the author’s at publication date and they are subject to change without prior notice.

Subscriptions to shares of the Fund can only be made on the basis of the current private offering memorandum (the “POM”) of the Fund as well as other regulatory/legally required Fund documents, as relevant.

The value of shares in the Fund and income received from it can go down as well as up, and investors may not get back the full amount invested. Past performance is not an indicator or a guarantee of future performance. Currency fluctuations may affect the value of overseas investments. When investing in a fund denominated in a foreign currency, your performance may also be affected by currency fluctuations.

An investment in the Fund entails risks which are described in the Fund’s POM. An investment in the Fund will involve risks due to, among other things, the nature of the Fund’s investments. Investments in derivative instrument entail specific risks more fully described in the Fund’s POM.

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.