Diversified exposure

AXA IM Alts is a pioneer in the listed real estate market with AXA group’s first fund launched in 1970.

A pioneer in listed real estate investing

€4.1
of listed real estate AUM1
1970
Launch of the first listed real estate fund
#1 2

Our approach

We take an active and bottom-up investment approach, which is essential in a universe with inefficiencies that can be captured through the identification of relative valuation anomalies

Integrated ESG approach

Responsible investment priorities such as decarbonisation and climate resilience are integrated into all of our investment decisions and we use an external scoring methodology to make sure our investments are in line with the highest ESG standards.  

Why AXA IM Alts?

We have a highly experienced and stable team with industry recognition: our listed real estate portfolio managers average over 20 years on investment experience.

Stable track record

Through our diversified portfolios, unrivalled research capabilities and fundamental stock selection we have achieved a stable track record across market cycles.

Long-term investment horizon

A key aspect of our investment approach is to act as “real investors” and to think long-term. Market participants tend to overly focus on short-term events and underestimate the genuine potential of many listed real estate companies.

An integrated approach to ESG

ESG screening and integration is an essential part of the investment process, our quantitative ESG scoring is followed up by a qualitative score for non-scored issuers

A robust framework

Our thorough quantitative and qualitative research is focused on precise areas such as natural capital, pollution, human capital, product liability, climate change and corporate behavior.

Active stewardship

We take an active approach to ESG and engage directly with portfolio companies to focus on long-term strategic ESG issues. As an example, in 2021 we voted against management at 59% of company meetings and we supported 72% of the 39 climate change-related shareholder resolutions proposed at 32 company general meetings3 .

  • Source: AXA IM Alts data as at 31st December 2021

A team of experts

Independent expertise

The investment team draws on the expertise of four dedicated research analysts as well as an independent real estate research team as well as a responsible investing team and a macro research team. 

360° view of Real Assets

The team also benefits from AXA IM Alts’ 360° view on the real estate sector. This allows for a thorough understanding of relative value in real assets markets, a comprehensive understanding of balance sheet capital structure and a focus on optimizing the management of cycles

Private Debt & Alternative Credit

Our 360° approach: investing in CRE debt

Explore Private Debt & Alternative Credit

Find out more

Risk warning
No assurance can be given that our strategies will be successful. Investors can lose some or all of their capital invested. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.