Our Criteria

 

Detail Overview

Eaton Vance’s Real Estate Investment Group invests in institutional quality real estate with long-term hold characteristics. We select properties through an underwriting process based on a diverse range of asset and market criteria. Our investment approach seeks to limit risk as we target core and core-plus returns for our clients.

 

Size of transactions

    * Single property: $15 million - $100 million
    * Portfolio: $50 million - $1 billion


Property Types

    * Industrial, Office, Retail, Multifamily (no hotels)


Occupancy

    * Investment grade tenancy at time of purchase (except multifamily) with 7+ years of lease term remaining

Locations

    * Primary and secondary markets in the United States

 

Eaton Vance Management, a wholly-owned subsidiary of Eaton Vance Corp., provides investment advice to its fund clients concerning real estate transactions.  As a matter of policy, Eaton Vance Management does not disclose which fund or funds buys or owns a specific property.  This is not an offer to sell shares of any Eaton Vance fund nor a solicitation of offers to buy or sell shares of any Eaton Vance fund.

 

Symbol:  

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