Innovation In
Global Property

About Us

JLP Asset Management

Is an investment advisor specialized in public real estate markets globally. Headquartered in New York with regional offices in Amsterdam, Sao Paulo and Singapore, JLP offers long-only global and regionally-focused strategies in segregated accounts and mutual funds

Our Vision

Be the leading investment manager in global real estate, identifying opportunities throughout the global real estate markets to provide our clients with the best available long-term returns*

* There may be better opportunities than those that JLP was able to identify

Cycle-Tested Track Record

Seasoned team with 20 years of consistent returns for shareholders and +15 years working together

Global Presence

Deep research capabilities globally with local teams well positioned to source and underwrite markets and investments

Client Oriented

Investors from the Americas, Europe, Asia, the Middle East and Latam invested with the team since 2001

Distinctive Investment Approach

Fundamental bottom-up analysis with a long-term horizon and high conviction portfolios with investment opportunities not available in index funds

About Us

Our Principles

Expertise

Real estate market specialist in all sectors and regions globally

Consistency

Years of experience and disciplined investment process

Client Oriented

Institutional platform with consistent performance and innovative ideas

Innovation

Local teams with global view of trends and new opportunities

Commitment

Engagement to quality and high ethical standards

Access to the global real
estate public market

50+

Countries

17+

Sectors

2,500+

Companies

11%p.a.

Return on the
last 30 years

(FTSE Nareit Equity REITs Total Return Index)
Market

Market Overview

Global real estate investment is a truly local business and highly inefficient, providing opportunities for those who make the effort to understand the market and its nuances

Large and diversified addressable market

Real estate securities is a US$4.5 trillion global market (source: LaSalle)

Global market with multiple property sectors and regions

Strong corporate governance

Invested companies with high quality experienced management teams

Arbitrage opportunities in a high dispersion environment

Real estate securities real-time pricing offers great opportunities for active long-term investment managers to arbitrage short-term volatility

We seek to exploit mispricing to invest in premium assets at attractive valuations

Highly attractive entry point fostered by high dispersion, Interest Rate Spreads, and Private market dry powder

Valuable diversification benefits to a portfolio

Real estate securities are among the best performing asset classes over the long run

Moderate to low correlation with equities and bonds

Lower volatility than government bonds over the past five years

Generally superior dividend yields to other equities (sources: CEM Benchmarking and Nareit)

Real estate with liquidity and diversification

Real estate securities allow for quicker market entry/exit than private real estate

High diversification options without committing to high levels of capital as in the case of direct Real Estate

Outperformed private Real Estate by 619 bps per year in the long-run (source: Nareit)

Our Approach

Disciplined
value-oriented
approach

High conviction, concentrated portfolios

Benchmark agnostic stock selection

Deep bottom-up fundamental analysis to uncover mispricing

Emphasis on “rent growers” not just “rent collectors”

Long investment horizon and liquidity

Our team

Leadership

JLP’s senior team has worked together nearly 20 years, with responsibilities for research, portfolio management, operations, marketing and investor relations.

JLP believes the experience level of the team ranks among the highest of its peers with four portfolio managers averaging over 25 years’ experience and six senior analysts averaging over 12 years’ experience, focused exclusively on global real estate securities markets and companies.

Jim Rehlaender

CEO & Chairman of the Global Investment Committee

Mr. Rehlaender has 38 years’ experience in the real estate industry including over 21 years managing global real estate securities portfolios.

Fabio Bergamo

COO

Mr. Bergamo has over 14 of experience in Finance, Management and real estate in the UK, USA and Brazil. Mr. Bergamo is responsible for overseeing Marketing, Investor Relations, Operations, and Business Development for the firm.

Amanda Black

Portfolio Manager for North America

Ms. Black has over 20 years of real estate securities experience and is responsible for all North American investments for the Investment Manager.

Yvo Timmermans

Portfolio Manager for Europe

Mr. Timmermans has over 14 years of real estate research and investment experience in Europe and Asia. Mr. Timmermans is responsible for managing the EMEA and LATAM investments for the firm.

Suang Eng Tsan

Portfolio Manager for Asia

Ms. Tsan has over 32 years of global real estate research and investment experience, including 9 years managing real estate securities portfolios with a focus on the Asia market. Ms. Tsan is responsible for managing the Asia investments for the firm.