OVERVIEW & STRATEGY
INVESTMENT OBJECTIVE
Apollo Diversified Real Estate Fund (the “Fund”) investment objective is to generate a return comprised of both current income and capital appreciation with moderate volatility and low correlation to the broader markets.
INVESTMENT STRATEGY
The Fund strategically invests in an actively managed combination of large, established private real estate funds and public real estate securities.
FEATURES AND BENEFITS
By investing in the Fund, investors may benefit from:
- Access to an institutional investment strategy.
- Fund management by an experienced institutional real estate adviser and sub-advisers.
- Multi-tiered diversification.
- Periodic liquidity and daily pricing transparency.
INVESTMENT MANAGEMENT TEAM
The Fund is advised by a highly experienced execution team that brings decades of hands-on experience, substantial track records, complementary skill sets and robust execution capabilities together to deliver a powerful investment product customized for individual investors. The Fund’s adviser and sub-advisers’ roles and description are shown below.
Apollo Real Estate Fund Adviser, LLC
Adviser and Portfolio Manager
Apollo Real Estate Fund Adviser, LLC, a subsidiary of Apollo Global Management, Inc., serves as the Fund’s investment adviser and oversees all investment activity. Apollo Real Estate Fund Adviser’s primary role involves strategy development, manager selection and ongoing investment monitoring.
Aon Investments USA Inc.
Sub-Adviser – Private Real Estate Funds
Aon Investments USA Inc. (“Aon”), an Aon Company, provides research and advisory services to the portion of the Fund’s investment portfolio that is allocated to private real estate funds. Partnering with Aon, a global leader ($4.1 trillion in assets under advisement as of June 30, 2021) within the institutional advisory services space, provides Apollo Real Estate Fund Adviser with the same level of research and due diligence as the nation’s top endowments, universities and pension funds.
CenterSquare Investment Management LLC
Sub-Adviser – Private Real Estate Securities
CenterSquare Investment Management LLC (“CenterSquare”) manages the portion of the Fund’s investment portfolio that is allocated to public real estate securities. CenterSquare has been managing real estate securities portfolios since 1995, across multiple strategies and market cycles and had approximately $15.5 billion in real estate assets under management as of December 31, 2021.
