Portfolio strategy

The ARC Fund invests in the Dutch residential rental sector and has a long-term horizon. We are committed to making future-proof choices to realise attractive, stable dividend yields and long-term value growth for our Investors. We achieve this by investing in a well-diversified portfolio of affordable/attainable rental properties in the mid-priced segment located in areas with significant populations and economic opportunities.

New urbanism

Statistics Netherlands (“Centraal Bureau voor de Statistiek”) predicts that the urbanisation trend will persist for decades. It is estimated that the 40 largest municipalities will account for 59% of the growth in households. We aim to address the growing demand for high-quality housing, as well as the shortage of affordable housing in these areas. Themes include hybrid living concepts, affordable co-living concepts with shared facilities and amenities, and area management.

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 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. Themes include area management with a focus on social security, clustered homes, communal spaces and access to healthcare services.

Following market pressures

Making future-proof choices requires us to move in the direction of the demand. For this reason, the ARC Fund focuses on investing in affordable/attainable housing in areas with a significant population, areas experiencing economic growth and in mobility hubs. The focus on affordable/attainable was chosen due to the upcoming regulation of the liberalised rental sector, which blurs the line between the social housing and mid-priced segment. Themes include concentrated housing units in attractive areas and affordable and high-quality housing concepts for small households.