Portfolio strategy

The ARC Fund is committed to making future-proof choices that produce attractive and stable long-term financial returns for our investors. We base our investment decisions on current market conditions — monitoring trends, developments and forecasts, while maintaining a long-term perspective. This section outlines our 2024-2026 strategic pillars, regional segmentation, rental market segmentation and target groups. It also provides insight into our sustainability strategy.

Strategic Pillars

The Fund's strategy consists of three pillars: new urbanism, aging population and following market pressures. These pillars have been selected based on market trends, developments and forecasts on a national and regional level and help inform our decision-making regarding renovations, investments and divestments. For each pillar, we have identified the relevant target groups and areas.

New urbanism

According to Statistics Netherlands, the urbanisation trend will continue for decades to come. It is estimated that the 40 largest municipalities will account for 59% of the growth in households. Our urbanism pillar addresses the growing demand for high-quality housing, as well as the shortage of affordable housing in these areas.

Themes include:
• Unique, hybrid living concepts
• Affordable co-living concepts with shared facilities and amenities
• Proximity to public transportation
• Area management
• Work-life blending
• Entertaining (live, work and play) 

Aging population

The 65-and-older population is growing and changing. This development has a significant impact on the Dutch housing market. The ARC Fund aims to invest in innovative housing concepts that offer an attractive alternative to conventional single-family housing (SFH) units. In doing so, we contribute to the Dutch government's goal to increase suitable housing options for older residents and improve mobility in the housing market. Our concepts include amenities that address the needs of this important target group but exclude embedded healthcare services.

Themes include:
• Area management with a focus on social security
• Clustered homes
• Communal spaces
• Access to healthcare services
• Proximity to shopping areas and public transportation

Following market pressures

Making future-proof choices requires us to move in the direction of the demand. For this reason, the ARC Fund will focus on investing in affordable/attainable housing in areas with a significant population and economic growth, and in mobility hubs. The focus on affordable/attainable was chosen due to the implementation of the Affordable Rent Act, which blurs the line between the social housing and mid-priced segment.

Themes include:
• Concentrated housing units in attractive areas
• Affordable and high-quality housing concepts for small households