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Strategies for Institutional Investors

Aegon AM offers investors the opportunity to access a customized strategy to invest in CMLs across all property sectors through a time-tested and vertically integrated platform.*

We utilize a comprehensive investment process to build an investor’s portfolio using a top-down/bottom-up research-driven approach that identifies opportunities throughout the credit cycle and supports the portfolio through its lifecycle.

We offer a range of strategies across the relative value spectrum, with customized terms and structures and an emphasis on primary and secondary markets.

*Real assets strategies are offered by Aegon Real Assets US.

Key facts

 

Single point of contact

 per investor

Flexibility and customization

across the relative value spectrum

Vertically integrated

investment platform

 

Strategies

Core CML

Seeks to provide highly reliable cash flows with low credit risk

Aims to provide competitive returns compared to traditional fixed income alternatives

core plus CML

Seeks to provide reliable monthly cash flows with low-to-moderate credit risk

May include additional underwriting risks compared to core CMLs, such as upcoming lease expirations, in-process rehabilitation, higher vacancy, or marginal tenant credit

CONSTRUCTION/PERMANENT LOANS

Aims to provide access to very high-quality CML opportunities prior to construction with fixed rate loan during construction and permanent phases

Generally structured with an interest-only construction period during which the loan is funded through monthly draws, followed by a permanent period, usually with amortization

Insights

11/01/2024 | 7 min read | Real Assets Applied Research
12/12/2023 | 5 min read | Real Assets Applied Research