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BentallGreenOak
BentallGreenOak is an SEC-registered investment adviser in Seattle, WA, registered since 1985. The firm manages $24.1 billion in assets, with $13.4 billion on...
BentallGreenOak
BentallGreenOak is an SEC-registered investment adviser in Seattle, WA, registered since 1985. The firm manages $24.1 billion in assets, with $13.4 billion on a discretionary basis. It has 127 employees and 16 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
Canada
City
Seattle
Corporate office
Toronto, Ontario, Canada
Additional offices
New York · Conshohocken · Tokyo
Sector focus
Frequently asked questions
Who owns BentallGreenOak?
BentallGreenOak is majority-owned by Sun Life Financial, which acquired control in 2022 as part of its asset management expansion strategy (per Sun Life, 2022; public record). The firm operates as part of Sun Life's global investment platform, alongside other affiliates.
What investment strategies does BentallGreenOak pursue?
The firm invests across core, core-plus, value-add, and opportunistic real estate strategies, covering direct property acquisitions, development, and fund management. It focuses on office, industrial, retail, residential, and alternative sectors such as life sciences and data centers (per public record).
What is the geographic focus of BentallGreenOak?
BentallGreenOak has a global footprint targeting major metropolitan markets in North America, Europe, and Asia Pacific. Its offices are located in Toronto, New York, Conshohocken, and Tokyo, with investment activity spanning cities like New York, London, and Tokyo (per public record).
How is BentallGreenOak structured relative to Sun Life Financial?
BentallGreenOak operates as a separately managed real estate investment manager within Sun Life Financial's broader asset management division. This structure provides the firm with access to Sun Life's institutional distribution network, long-dated capital, and balance sheet support, while maintaining its own distinct investment platform and team (per public record).
What types of clients does BentallGreenOak serve?
The firm manages real estate investments for institutional clients, including pension funds, sovereign wealth funds, insurance companies, and other allocators. It also offers open-end and closed-end fund vehicles for these investors.
Does BentallGreenOak have a track record in office investments?
Yes, the firm has been a significant investor in office properties in gateway cities. For example, it co-owns Park Avenue assets in New York and has a portfolio of office towers in Toronto. Its recent $1.5 billion core fund also targets U.S. office and industrial assets (per PERE, June 2024).
What is the firm's approach to sustainability?
BentallGreenOak emphasizes environmental, social, and governance (ESG) practices in its investment process, including energy efficiency and carbon reduction targets. The firm is a signatory to the UN Principles for Responsible Investment and reports on sustainability metrics for its funds (per the firm's communications).
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