Modestly rising interest rates are an emblem of a good economy, but that does not mean there won't be implications for real estate investors and developers. Loretta Clodfelter, editor of Institutional Real Estate Americas, explains some of the dynamics, as outlined in a story on the topic in the June 2018 edition of the magazine. (06/2018)
In a quest for less correlation and a more diversified portfolio, financial advisors are increasingly looking to private credit offerings. To effectively leverage private credit in a client's portfolio, however, asset level evaluation of the investment thesis is of critical importance.
More investors are expanding their investment portfolios into real assets, with 19 percent of institutional investors planning to “significantly increase” their allocations. What is driving the expansion? What advantages do they offer a portfolio? Which real assets are showing the greatest promise? Prashant Tewari and Steve Cummings, executives from the Townsend Group and Aon, respectively, join the program to analyze the trend. (06/2018)
Larry Taylor, founder and president of Christina Development Corp., says handing off any phase of real estate investing and management to a third party “makes no sense,” that real estate organizations need to be vertically integrated, and investment activity must be tightly focused geographically to truly understand nuances of the market. He joins us to discuss his 44 years in the business. (06/2018)
What is style drift, why does it happen to infrastructure asset managers and how can investors protect against it? Peter Hobbs, managing director of private markets in the London office of bfinance, joins us to discuss the topic, based on the Rethinking Real Assets report he co-authored. To access the report, use this link: https://bit.ly/2sCGMFP (06/2018)
RECon 2018 — the Global Retail Real Estate Convention — was held May 20-23 at the Las Vegas Convention Center, and real estate developers, investors and retailers came together to make deals and consider the fast-changing future of retail. Stephanie Cegielski, an executive with the International Council of Shopping Centers, joins us to discuss the convention's outcome. (05/2018)
Every city has its own DNA in terms of its geographic, cultural, economic and social fabric, according to Harry Tan, head of Asia-Pacific research for TH Real Estate. This unique DNA provides investors with investment choices through economic-driven diversification. Mr. Tan joins the program to offer a detailed explanation of the DNA-based investment philosophy. (05/2018)
Geoffrey Dohrmann, founder and CEO of Institutional Real Estate Inc., discusses the inaugural meeting of the Institute for Real Estate Operating Companies, a members only event designed to provide a platform for candid discussions among iREOC members, institutional investors and their investment managers on forming and running more profitable and productive REOC partnership investments. (05/2018)
Why is the residential real estate sector suddenly gaining traction among investors? Why is the U.K. seen as the "next big thing" in residential? How big could the market become? Marek Handzel, editor of Institutional Real Estate Europe, elaborates on those questions, as well as the upcoming royal wedding between Prince Harry and Meghan Markle. (05/2018)
This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Jon Stein, founder and CEO of Betterment. Stein’s cover profile appears in the June 2018 edition of the magazine.