Aegon Real Assets US

Aegon Real Assets is the primary real assets investment center for Aegon Asset Management, a leading global investment manager with $395 billion in assets under management/advisement (AuM/AuA) as of December 31, 2019.

Our multi-disciplined, integrated team of professionals seeks to provide yield-oriented, private debt and equity strategies and specialty solutions backed by a full range of in-house support services.

Strategies & Solutions

A new tax-advantaged investment solution

Opportunity Zones

The 2017 Tax Cut and Jobs Act created a new Qualified Opportunity Zones (QOZs) tax incentive program to encourage private-sector investment, economic development and job creation in economically-distressed communities throughout the United States.

The investment vehicle created to invest in QOZ properties is known as an Opportunity Zone Fund (OZ Fund). Investing in an OZ Fund allows investors to defer paying taxes on recently recognized capital gains and reduce or potentially eliminate taxes on OZ Fund capital gains so long as at least 90% of the assets held by the OZ Fund are invested in QOZ property.

Aegon Real Assets US is leveraging its long history in tax-based investing focusing on the multifamily sector to develop multifamily properties in select target markets within federally-designated QOZs.

Our Investment Centers

We understand the importance of long-term relationships, robust risk management and sustainable outperformance.

Real Estate

Aegon Real Assets US provides a wide array of strategies and solutions including commercial mortgage loans, tax credits equity, and energy and real estate private equity.

Defining characteristics:
• A culture of creativity coupled with decades of experience structuring private real assets tailored to client preferences
• Cycle-tested, disciplined and vertically-integrated platform supported by applied research and risk management
• Deep market access coupled with focused underwriting teams
• Emphasis on, and long history of responsible investing seeking positive social and environmental impact

Aegon AM US provides fixed income strategies across the quality and yield spectrum to institutional investors.

Defining characteristics:
• Bottom-up, research-driven process informed by top-down analysis
• Integrated investment team comprised of industry-focused global credit analysts and dedicated specialty research teams
• Collaborative, team-based research and portfolio management conducted by experienced, long-tenured investment team members

Kames Capital, based in the UK, provides globally-diversified fixed income, equities and multi-asset investment solutions.

Defining characteristics:
• Active manager with a high conviction approach, blending a top-down perspective with bottom-up analysis
• Robust and disciplined investment process
• Experienced and deeply-resourced investment and risk management teams