Investment proposition
Stoneweg Europe Stapled Trust (“SERT’) offers the opportunity to invest in attractive European freehold commercial real estate with trusted Managers and experienced local Property Manager.
Investment strategy
SERT has a principal mandate to invest, directly or indirectly, in income-producing commercial real estate assets across Europe with a minimum portfolio weighting of at least 75% to Western Europe and at least 75% to the light industrial / logistics and office sectors and a medium-term goal of increasing SERT’s exposure to this sector to at least a vast majority weighting. Additionally, SERT undertakes asset enhancement initiatives and redevelopment projects for existing office assets, with a focus on strong ESG credentials in prime and core locations within key European gateway cities.
The Manager aims to achieve SERT’s objectives through executing on the following key strategies:
Active asset management and asset rejuvenation
Capital recycling, sustainable developments and AEIs
Responsible capital management
High ESG standards and disclosures
Investment process
The Manager’s approach to investment combines research-based fundamental market analysis with rigorous evaluation of property-specific variables and financial forecasts to enable the Manager to select assets that meet our investment criteria and enhanced risk adjusted returns.
