Strategies

Sugi Sustainable Yield Strategy

The Sustainable Yield Strategy’s investment objective targets a portfolio-level dividend yield of at least 1.5% above the broader REIT market. The portfolio includes 25 to 40 stocks that aim to generate stable cash flow in excess of dividends, with moderate appreciation potential. The strategy targets a gross annualized total return of 8–10% over a cycle.

Sugi Diversified Strategy

The Diversified Strategy’s objective is to own a high-conviction portfolio of quality stocks trading at material discounts to intrinsic value. Comprising 25 to 40 stocks, this benchmark-agnostic strategy stands apart from conventional long-only managers, who often deliver below-benchmark results with low active-share. It targets a gross annualized return of 9–12% over a cycle and seeks to outperform REIT benchmarks.

Sugi Opportunity Strategy

The Opportunity Strategy seeks to own a concentrated portfolio of 10–15 stocks that trade at steep discounts to intrinsic value, often due to poor sentiment, misunderstood stories, or technical dislocations. We engage actively with management or boards to unlock value. The strategy targets a gross annualized return of 10–14% over a cycle.

Sugi Next Gen Strategy

The Next Gen Strategy targets a focused portfolio of 15–25 stocks in real estate sectors beyond traditional office, retail, multifamily, and hotels. Designed as a “completion strategy,” it provides exposure to emerging asset classes such as data centers, cell towers, cold storage, health care, self-storage, and manufactured housing. It targets a gross annualized return of 9–13% over a cycle and aims to deliver superior performance versus REIT benchmarks.