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Key facts

as of September 30, 2020

USD 26 billion

Assets under management/advisement⁵

120

Investment professionals in the US & Europe

30+

Years of experience

See all Real Assets strategies >

Assets under management/advisement = $26.4 billion^5,6,7

⁵Aegon Real Assets US has regulatory assets under management with respect to its advisory (i.e., securities-related) business. Additionally, Aegon Real Assets US has non-advisory, non-regulatory (i.e. non-securities related) assets under advisement. For the full Aegon Real Assets US Form ADV, see https://www.adviserinfo.sec.gov/ ⁶Based on market value. Numbers may not add due to rounding. ⁷Includes $1.0 billion managed within the Multi-Asset & Solutions platform. ⁸CMLs include commercial mortgages, reverse mortgages, credit tenant mortgage loans, and residential mortgage loans. ⁹Loan market value calculation methodology varies based upon client specific direction. ¹⁰Includes market value plus future capital contributions.

Cycle-tested Real Assets Platform

Over 30 years of experience structuring real assets strategies tailored to client preferences.

VERTICALLY INTEGRATED PLATFORM

The real assets business is built on a cycle-tested vertically integrated platform, deep and broad market access and long-term relationships

TOP-DOWN RESEARCH, BOTTOM-UP ANALYSIS

Strategies seek to deliver strong relative value and returns through thoughtful top-down research and deployed with intelligent bottom-up analysis

DEDICATED, IN- HOUSE SUPPORT TEAMS

Each capability and solution is supported by dedicated applied research, engineering & environmental, valuation, accounting, client service, legal and risk management and compliance teams

Why allocate to Real Assets?

Why ...	... Because
Diversification offers potential risk reduction	Real asset investments often react differently to changes in market conditions compared to traditional asset classes. Their unique attributes can be used to reduce portfolio risk and volatility through diversification.
Broad investment universe with deep pool of assets and investment structures	This broad opportunity set allows for highly customized solutions relating to risk, return, income, liquidity, sustainability, social responsibility, and more.
Attractive investment yields compared to traditional asset classes	Real asset strategies can provide attractive risk-adjusted investment yields compared to more traditional asset classes such as stocks and bonds.

Overview of Real Assets Debt

USD 18.3 billion in assets under management/advisement
Originates and services high-quality mortgage loans
Provides deep market access to opportunities combined with in-depth local market expertise
Supported by highly-rated mortgage loan servicing and special servicing teams

Commercial Mortgage Loans

Agricultural Loans

Mortgage Loan Servicing

Mortgage Loan Special Servicing

Overview of Real Assets Equity

USD 8.1 billion in assets under management
Leverages the expertise and resources of multiple disciplines to acquire, underwrite and manage real estate investments in the US and Europe
Provides expertise across all major property sectors including multifamily, industrial, office and retail along with specialized segments including self-storage, land and senior housing

Tax Credit Equity

Natural Resources / Energy Private Equity

Real Estate Private Equity – US

Real Estate Private Equity – UK

Aegon Real Assets has one of the UK’s most experienced property teams, with an average of 20 years in the market.

We offer direct property investment through segregated and pooled funds, including our active value and property income strategies. Our highly regarded Indirect Property Service offers multi-manager discretionary and advisory solutions including the active beta property strategy.

We also work with selected partners in specialist sectors like healthcare, where we have experience, expertise and long-standing relationships.

Real Estate Private Equity – UK investment strategies

Category	Strategy
UK Direct Property	Active Value >>	Focus on income from UK commercial property, enhanced through active management and offering the prospect of positive rental growth Targeting secondary properties valued between approximately USD 3mm (GBP 2mm) and USD 13mm (GBP 10mm) which tend to be too large for individual investors and too small for large institutional investors
	Property Income Strategy >>	Aims to provide a combination of income and capital growth Designed for wholesale investors looking for diversification Asset allocation offers a balanced approach to managing the strategy’s objectives
UK Indirect Property	Indirect Property Service >>	Provides segregated discretionary portfolios to meet diverse client objectives including diversification, growth and de-risking Strategic and tactical decision making is delegated to a specialist team that researches and selects third-party real estate funds
	Active Beta Property Strategy >>	Aims to deliver returns with a risk profile appropriate for UK pension schemes by investing in property as a diversifying asset class Invests in a diversified, representative portfolio of open-ended balanced UK property strategies which are constituents of the IPD UK All Balanced Property Funds Index The portfolio management team targets returns in line, or slightly above the index
UK Healthcare	Specialist UK Healthcare Strategy >>	Aims to maximize capital growth and income to provide strong income returns from an expanding market sector Invests in care homes that are let to care home operators and other healthcare assets in the UK The portfolio management team has deep knowledge of the sector that is applied to capital decisions for acquisitions, fund governance and due diligence

Real Estate Public Equity

Asset Management

^{Data as of June 30, 2020}

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Assets under management/advisement = $26.4 billion^5,6,7