Service Offering

Portfolio strategy

Based on the specific mandate, the Real Estate Investments team develops an optimal portfolio strategy while taking into account the investor’s investment policies and objectives. The investment horizon and risk/return profile are then established in order to finetune the asset mix. This process also considers financial and ownership structures tailored to the client. The portfolio strategy will then focus on one of the following activities:

• Acquisition
  
• Disposal
  
• Development
  
• Redevelopment or repositioning of real estate assets
  
• Identifying partners

Integrated management of development projects

For large-scale development projects, Desjardins Asset Management’s Real Estate Investments sector offers integrated project management covering the following aspects, among others:

• Identifying partners
• Negotiating agreements
• Developing the ownership structure
• Financial analysis
• Market analysis
• Financing

The Real Estate Investments team can also act as advisors or coordinators in project planning and implementation by:

• Assembling a team of professionals (architects, engineers, consultants, etc.)
• Starting up construction
• Managing the tendering process
• Monitoring construction costs
• Delivering the project