Private Real Estate Professionals*
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.
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.
Sourcing and Management Expertise Across Multiple Market Cycles
Franklin Real Asset Advisors is dedicated to real assets investing.
20
+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.
| Access a Growing and Liquid Asset Class |
| A Strategy with a Dual Return Objective |
| A Well-Balanced Pan-European Portfolio |
| Proprietary Impact Management Framework |
| Dedicated European Team |
Access a Growing and Liquid Asset Class
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.
A Strategy with a Dual Return Objective
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
A Well-Balanced Pan-European Portfolio
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.
Proprietary Impact Management Framework
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
Dedicated European Team
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.
Raymond J. Jacobs
Managing Director,
Franklin Real Asset Advisors
Louise Evans
Director, Asset Management
Franklin Real Asset Advisors
John G. Levy, CFA, CAIA
Managing Director, Impact
Franklin Real Asset Advisors
Gaston Brandes
Managing Director
Franklin Real Asset Advisors
Disclosure Statement
Disclosure Statement - Operating Principles for Impact Management
This disclosure describes Franklin Templeton’s alignment with the operating principles.
