Why should investors be paying attention to Brazil at this juncture? What are the prime real estate investment plays in Brazil’s still-emerging economy? Our guest, Joseph Williams, founder and CEO of InDev Capital, make the case.
Hedge funds appear to be back in favor, having returned 10.5 percent during 2017, according to the Barclay Hedge Fund Index, and off to a good start for 2018. Michael Tiedemann — CEO, CIO and chairman of Tiedemann Wealth Management — joins us to discuss some of the changes he has witnessed since his father founded a still-operating hedge fund in 1980. (02/2018)
Loretta Clodfelter, editor of Institutional Real Estate Americas, highlights a trio of feature stories published in the February 2018 edition of the magazine, including a trend among institutional investors for creating single allocations for real assets strategies. (02/2018)
A new report from Savills Investment Management concludes that technology, urbanization and globalization will determine the winners in Europe’s logistics sector. We are joined by Irfan Younus, the organization’s head of European research, to discuss the report’s findings.
The U.K. government has published proposals to strengthen its powers to review — and potentially block or unwind — infrastructure investments on national security grounds. What should investors and investment managers know about this process and how to manage it going forward? To explore the topic, our guest is Jenine Hulsmann, a partner at Clifford Chance, where she specializes in competition law and regulation, with a particular focus on energy and infrastructure sectors. (01/2018)
The 2018 Real Confidence Executive Survey — which asks participating executives where they would allocate a theoretical $1 billion in CRE investments to maximize their 2018 returns — has been released by Altus Group. Chuck DiRocco, director of research for the Washington, D.C., firm joins us to review the results.
The outline of an infrastructure plan has been drafted by the Trump administration, one year into his term. The six-page outline is thin on details, but news reports have indicated the administration will seek to offer $200 billion in grants over 10 years to leverage investment from state, local, and private sources, hoping to spur about $1 trillion total in spending. We are joined by Jim Ryan, managing director of national accounts at Provasi Capital Partners, to discuss the U.S. infrastructure outlook. (01/2018)
This call focuses on expanding our collective due diligence capabilities by examining major differences between closed end fund structures. We examine different types of closed end funds and take a closer look at the assets inside the structure.
This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Richard Todd, co-founder and CEO of Innovest Portfolio Solutions. Todd’s cover profile appears in the February 2018 edition of Real Assets Adviser.
Indy Karlekar, head of global research at Principal Real Estate Investors, and Doug Poutasse, executive vice president and head of strategy and research at Bentall Kennedy, offer their prognostications on how the real estate sector will perform in 2018 and beyond, as well as where the best opportunities are likely to be found. (01/2018)