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AEW Capital Management Review

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AEW Capital Management, L.P.

AEW Capital Management, L.P. is a fee-only firm based in Boston. It does not generally provide investment advice to individuals. If you are looking for an advisor who works with individual investors, consider finding one with SmartAsset’s free financial advisor matching service. AEW Capital Management has more than $41 billion in assets under management.

As such a large firm, AEW is well known in its community and even around the country and the world. It has a committment to corporate responsibility, as is evidenced by materials on its website. The company consistently invests billions of dollars in projects around the world. 

AEW Capital Management Background

AEW was founded in 1981. It is an autonomous indirect subsidiary of Natixis Investment Managers, L.P., which is in turn an indirect subsidiary of Natixis Investment Managers, an international asset management group based in Paris, France. Natixis IM is owned by Natixis, a French investment banking and financial services firm. Natixis is principally owned by BPCE, France’s second-largest banking group.

AEW Capital Management Client Types and Minimum Account Sizes

As noted above, AEW does not accept individual investors as clients. If you are looking for a firm that does, consider finding one with SmartAsset’s free financial advisor matching service.

The clients AEW does accept include investment companies, pooled investment vehicles, pension and profit sharing plans, state or municipal government entities, charitable organizations, insurance companies, sovereign wealth funds or foreign official institutions and corporations.

The minimum account size for separately managed accounts and commingled vehicles varies based on the account and the strategy. It is generally somewhere between $1 million and $5 million for the commingled vehicles that AEW sponsors. For some of the other programs, such as separately managed accounts targeting direct or indirect investment in real property, it will likely be around $100 million.

Services Offered by AEW Capital Management

The following services are offered by AEW:

  • Investment advisory services relating to direct and indirect investments in real estate and real estate related securities
  • Separately managed accounts
  • Privately offered commingled vehicles
  • Collective investment trust
  • Mutual fund

AEW Capital Management Investment Philosophy

AEW’s investment philosophy focuses on real estate investing, using analytical tools to value properties or real estate companies. 

Fees Under AEW Capital Management

There is no formal fee schedule at AEW. Compensation for investment advisor is individually negotiated by clients. It could include fees based on assets under management, performance-based fees, investment acquisition and disposition fees and other negotiated fees.

AEW Capital Management Awards and Recognition

AEW is widely recognized as a premier investment management firm in the US and in the world, as it works in several different countries with tons of investments that span billions of dollars. It has received awards and recognition from organizations around the world for all different parts of its business.

What to Watch Out For

There is a single disclosure on AEW’s record in the past ten years. It relates to a French press release that contained incorrect information.

This firm may accept performance-based fees from clients, which is potentially a conflict of interest. 

Opening an Account With AEW Capital Management

If you or an institution you work with is interested in AEW’s services you can call the main office at (617) 261-9000. You can also contact the firm through its website.

All information is accurate as of the writing of this article.

Tips for Investment

  • Still looking for an advisor to manage your individual account? Finding the right financial advisor doesn’t have to be hard, though. SmartAsset’s free tool matches you with financial advisors in your area in just five minutes. If you’re ready to be matched with local advisors, get started now.
  • You can start by figuring out how much money you should be spending. Use SmartAsset’s budget calculator to get a sense of what your spending should look like.

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
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Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research