Nareit's REIT Report Podcast Bouwinvest Uses Global Listed Real Estate to Tap Compelling Sectors, Geographies
Oct 9, 2025
Friso Berghuis, Director of Listed Investments at Bouwinvest, shares his expertise in integrating public and private real estate strategies for Dutch pension funds. He discusses the advantages of investing in listed real estate, such as accessing specific sectors like healthcare, self-storage, and data centers. Friso emphasizes the swift investment capabilities across diverse markets and the unique benefits of unlisted and listed assets not moving in sync. He also touches on the impact of Dutch pension reforms on investment strategies and the importance of local partnerships for better market access.
AI Snips
Chapters
Transcript
Episode notes
Listed Real Estate Equals Real Estate
- Bouwinvest treats listed real estate as genuine real estate, not a separate asset class, and integrates it with private holdings.
- This approach expands access to sectors and geographies like healthcare, self-storage, data centers, Canada, the Nordics, and Singapore.
Listed Portfolios Add Diversified Quality
- Listed portfolios provide high-quality, diversified income-producing assets managed by seasoned teams.
- Adjusting for reporting lags and volatility shows significant correlation between public and private real estate over the long term.
Use Local Partners For Execution
- Partner with local listed-REIT managers to gain boots-on-the-ground market expertise and relationships.
- Give partners discretionary mini-mandates to implement your sector and sizing decisions efficiently.