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on trust.

Menu Heitman Designs
About Heitman

Heitman is a global real estate investment management firm with over $53 billion in assets under management as of December 31, 2022. Founded in 1966, we have 10 offices worldwide and are an active participant in three key segments of the global real estate property and capital markets. Our collaborative investment process uses input from some who we believe to be the most experienced investment and research professionals in the industry.

  • Mission

    Be one of the leading real estate investment management firms by outperforming established benchmarks and providing exemplary service to our clients.

    We’re mindful and methodical about how we pursue, invest in, and create opportunity for our clients. The bedrock of it all is simple: we know them. We aim to know what they value and what they expect. Not just as real estate investment managers, but as fiduciaries and partners. It’s what makes us Heitman.

  • Purpose

    Invest capital to improve the lives of our investors, our employees, and their families.

    Combining innovative investment strategies, proprietary research, a seasoned senior management team, and hard work from some of the most talented and passionate professionals in the real estate industry, Heitman believes it has the experience and resources to create solutions that achieve our clients’ real estate investment objectives.

  • $
    $53.3 billionAssets under management
    (current)
    50 years of heitman
    Historical AUM figures are as of January 1 of the stated year.
  • 1966
    Beginning our story

    Heitman is founded in Chicago and begins to originate senior and participating debt investments on behalf of life insurance companies, commercial banks, and other institutional lenders.

    $ 0 Billionin assets under management

    1966

  • 1980
    Establishing our private equity capabilities

    Heitman becomes a Registered Investment Advisor in North America and begins providing real estate investment management services to tax-exempt institutional investors. We form our first closed-end commingled private equity fund to execute a core investment strategy in the US.

    $ 0 Billionin assets under management

    1980

  • 1989
    Forming our real estate securities business

    We begin investing in and managing portfolios of publicly listed and traded real estate securities for institutional investors.

    $ 0 Billionin assets under management

    1989

  • 1990—1995
    Moving into Europe

    Heitman becomes a wholly owned subsidiary of United Asset Management (UAM), and the firm acquires JMB Institutional Realty. We begin investing in European real estate, executing an opportunistic private equity strategy in Central Europe.

    $ 0 Billionin assets under management

    1995

  • 1996—2000
    Investing in our business

    The firm's ownership is restructured, with senior Heitman professionals acquiring a 50% interest in Heitman and control over strategic, operational, and ownership decisions. Old Mutual plc, a London Stock Exchange–listed global financial services firm, acquires UAM’s 50% interest in Heitman.

    $ 0 Billionin assets under management

    2000

  • 2001—2005
    Expanding into Asia

    We form our first closed-end, value-added commingled private equity funds in Europe and North America. We move into Asia, opening a Tokyo office to provide investment management services to institutional and individual investors in the Asia-Pacific region. We open an office in Munich to broaden our real estate securities capabilities in Europe.

    $ 0 Billionin assets under management

    2005

  • 2006—2009
    Extending our core competencies

    We form an open-end, core commingled private equity fund in North America and begin executing regional and global real estate securities investment strategies. We begin executing real estate debt investment strategies, sourcing and structuring senior and mezzanine debt investments secured by real estate located in North America.

    $ 0 Billionin assets under management

    2009

  • 2010—2016
    Growing through innovation and evolution

    Heitman opens offices in Melbourne, Hong Kong, and Seoul to broaden our global footprint. We create two commingled real estate debt investment funds, a closed-end Asia-Pacific commingled fund, a closed-end European commingled fund, and develop and launch two new real estate securities strategies. We expand our vehicle offerings into the 401(k) defined contribution market, create UCITS funds for individual investors in Europe, and launch our first exchange traded fund (NYSE:PRME) for those in the US.

    $ 0 Billionin assets under management

    2015

  • 2018
    Looking to the future

    Heitman redeemed OM Asset Management plc’s ownership interest in Heitman, making the firm wholly owned and controlled by its senior officers. With over five decades of serving our clients in real estate investment, we look forward to continue serving our clients while looking forward to what’s next.

    $ 0 Billionin assets under management

    2020

Historical AUM figures are as of January 1 of the stated year.
$53.3 billion50 years of heitman
$53.3 billionAssets under management
(current)
0
Historical AUM figures are as of January 1 of the stated year.
Beginning our story

Heitman is founded in Chicago and begins to originate senior and participating debt investments on behalf of life insurance companies, commercial banks, and other institutional lenders.

$0.1Billion
in assets under management
1966
Historical AUM figures are as of January 1 of the stated year.
Establishing our private equity capabilities

Heitman becomes a Registered Investment Advisor in North America and begins providing real estate investment management services to tax-exempt institutional investors. We form our first closed-end commingled private equity fund to execute a core investment strategy in the US.

$1.8Billion
in assets under management
1980
Historical AUM figures are as of January 1 of the stated year.
Forming our real estate securities business

We begin investing in and managing portfolios of publicly listed and traded real estate securities for institutional investors.

$5.5Billion
in assets under management
1989
Historical AUM figures are as of January 1 of the stated year.
Moving into Europe

Heitman becomes a wholly owned subsidiary of United Asset Management (UAM), and the firm acquires JMB Institutional Realty. We begin investing in European real estate, executing an opportunistic private equity strategy in Central Europe.

$9Billion
in assets under management
1990—1995
Historical AUM figures are as of January 1 of the stated year.
Investing in our business

The firm's ownership is restructured, with senior Heitman professionals acquiring a 50% interest in Heitman and control over strategic, operational, and ownership decisions. Old Mutual plc, a London Stock Exchange–listed global financial services firm, acquires UAM’s 50% interest in Heitman.

$10.8Billion
in assets under management
1996—2000
Historical AUM figures are as of January 1 of the stated year.
Expanding into Asia

We form our first closed-end, value-added commingled private equity funds in Europe and North America. We move into Asia, opening a Tokyo office to provide investment management services to institutional and individual investors in the Asia-Pacific region. We open an office in Munich to broaden our real estate securities capabilities in Europe.

$12.7Billion
in assets under management
2001—2005
Historical AUM figures are as of January 1 of the stated year.
Extending our core competencies

We form an open-end, core commingled private equity fund in North America and begin executing regional and global real estate securities investment strategies. We begin executing real estate debt investment strategies, sourcing and structuring senior and mezzanine debt investments secured by real estate located in North America.

$19.6Billion
in assets under management
2006—2009
Historical AUM figures are as of January 1 of the stated year.
Growing through innovation and evolution

Heitman opens offices in Melbourne, Hong Kong, and Seoul to broaden our global footprint. We create two commingled real estate debt investment funds, a closed-end Asia-Pacific commingled fund, a closed-end European commingled fund, and develop and launch two new real estate securities strategies. We expand our vehicle offerings into the 401(k) defined contribution market, create UCITS funds for individual investors in Europe, and launch our first exchange traded fund (NYSE:PRME) for those in the US.

$32.3Billion
in assets under management
2010—2016
Historical AUM figures are as of January 1 of the stated year.
Looking to the future

Heitman redeemed OM Asset Management plc’s ownership interest in Heitman, making the firm wholly owned and controlled by its senior officers. With over five decades of serving our clients in real estate investment, we look forward to continue serving our clients while looking forward to what’s next.

$53.3Billion
in assets under management
2018

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EU Sustainable Finance Disclosure Regulation

Per Article 10 of the European Union’s Sustainable Finance Disclosure Regulation (“SFDR”), certain market participants are required to disclose information regarding how sustainability considerations factor into their investment and portfolio management processes.

As part of its investment process, Heitman seeks opportunities to achieve operating efficiencies for assets in its portfolios. Heitman also evaluates sustainability factors on an ongoing basis, to insure risks (including those relating to environmental matters) are mitigated as part of its investment manager process. We believe this approach can enhance investment returns.

As part of the decision-making and asset management processes, we aim to achieve the following goals and objectives:

  • Improve operating efficiency through adoption of best practices, including: (i) implementation of innovative technologies and strategies and (ii) ongoing identification, monitoring and assessment of environmental risks and exposures associated with the underlying asset, if any.
  • Ensuring that all investment decisions align with our firm’s core values and that these values are transmitted through our employees to the stakeholders associated with our investments.
  • Uphold strong ethical and corporate governance standards through transparency and integrity, and by working or investing with firms that have demonstrated the same.