The Firm
Approach
Brighthouse crafts enduring portfolios that encompass both private and public real estate assets, as well as cutting-edge digital infrastructure. We leverages our extensive expertise to identify and capitalize on opportunities that have the potential to generate exceptional risk-adjusted returns for our clients
Real Estate
We strategically invest in carefully selected property types and geographies where persistent secular trends and transient market dislocations align to create a compelling investment thesis. By combining rigorous analysis with a long-term perspective, we aim to unlock hidden value and deliver superior performance throughout market cycles.
Digital Infrastructure
As the global economy undergoes a profound digital transformation, we recognize the critical importance of the infrastructure that underpins this shift. Our investments in state-of-the-art data centers, macro and small cell towers, and fiber optic networks position us at the forefront of this technological revolution. By supporting the development and expansion of these essential assets, we seek to benefit from the exponential growth in computing and transmission power that will define the future.
Clients
Our real estate investment offerings cater to a wide spectrum of clients, from individual investors to professional asset managers. By leveraging our expertise and resources, we empower our clients to construct resilient and well-diversified real estate portfolios that surpass the limitations of traditional private or public market investments alone
Tailored Strategies for Individual Investors
We understand the unique needs and objectives of high-net-worth individuals and family offices. Our dedicated team works closely with these clients to develop customized investment strategies that align with their financial goals, risk tolerance, and long-term aspirations. Through our carefully curated real estate investment opportunities, individual investors gain access to institutional-quality assets and benefit from our deep market insights and extensive network.
Comprehensive Solutions for Asset Managers
Our platform serves as a valuable resource for generalist investment managers and specialized fund of funds seeking to enhance their real estate exposure. We offer a range of investment vehicles and strategies that complement existing portfolios and provide diversification benefits. By partnering with us, asset managers can tap into our global reach, rigorous due diligence processes, and proven track record of delivering attractive risk-adjusted returns.
Principles
At Brighthouse, we adhere to a set of six guiding principles that form the foundation of our investment decision-making process. These tenets ensure that we evaluate opportunities objectively, focusing on inherent value while prudently managing risk and avoiding the pitfalls of blind trend following. This disciplined approach empowers us to express bold, and at times contrarian, views through our investments
Risk Management is Paramount
Our primary objective is not merely to achieve superior investment performance, but to do so while assuming less than commensurate risk. We prioritize the prevention of losses over the singular pursuit of prospective profits.
Consistency as a Core Value
We do not accept the notion of oscillating between top-quartile results in favorable years and bottom-quartile outcomes in challenging times. We believe that a superior track record is built on the foundation of a high batting average, rather than a combination of spectacular successes and devastating failures.
Capitalizing on Market Inefficiencies
We believe that skill and deep sector expertise can potentially yield superior investment results in less efficient markets. Our investments often target niche property types with fragmented ownership, particularly by constructing portfolios of assets that are too small to attract the attention of most large-scale investors.
The Power of Specialization
We maintain that specialization provides the most reliable path to achieving the results our clients seek. By focusing on specific markets and property types, we can develop a level of understanding that generalist asset managers cannot match.
Emphasis on Micro over Macro Forecasting
We hold the view that consistently excellent performance can only be attained through superior knowledge of individual properties and their markets, rather than attempts to predict the future trajectory of the economy, interest rates, or the real estate market as a whole.
All-Weather Investment Approach
As we do not believe in the predictive ability required to time markets effectively, we concentrate on investments that we expect to perform well irrespective of unknowable future macroeconomic conditions.
