Content (25)
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White papersPrivate and listed infrastructure: The case for a complete portfolio
Allocations to both listed and private infrastructure can provide increased diversification, liquidity and enhanced performance
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White papersStrong foundations: The case for listed real estate
Listed real estate offers access to high-quality assets with strong growth potential, providing an efficient, liquid vehicle for investors seeking the unique benefits of real assets.
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White papersWhy active management matters for listed real estate
Active managers of listed real estate funds have historically outperformed passive. We believe this is due to the inefficiency, diversity and complexity of listed real estate markets.
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White papersPutting recent commercial real estate debt headlines into perspective
New York Community Bank (NYCB) posted a surprise fourth-quarter loss as it built reserves for commercial real estate (CRE) debt losses, and it cut its dividend by more than 70%, resulting in the greatest-ever-day-over-day decline for the stock (–38%).
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White papers3 Reasons to own listed REITs today
REITs perform well after a Fed pivot and should be part of a long-term asset allocation. Tactical opportunities may emerge as rate/growth expectations remain volatile.
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White papersListed infrastructure: Factors aligning for renewed investor attention
We believe an attractive entry point for listed infrastructure is emerging, considering the potentially favorable macro environment and the asset class’s attractive valuations relative to broader equities.
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White papersA closer look at the recent rally in listed REITs
Listed REITs in November posted their 5th best monthly return ever and have continued to rally in December. We believe this shows sentiment has now turned with the Fed’s recent pivot.
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White papersPrivate real estate set up for attractive early cycle returns
REITs bottomed in late 2023 — signaling the private real estate bottom in 2024–2025
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White papersPutting the September selloff in U.S. listed REITs into perspective
We’ve argued over the course of this year that markets presented attractive entry points for listed real estate. Recent declines in listed REIT valuations, driven by macroeconomic uncertainty, do not alter this view.
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White papersHow will AI shape the real estate investing landscape?
Artificial Intelligence is a transformative technology that we believe will be a net positive for real estate, though it has the potential to create both winners and losers across the investing landscape.
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White papersEssential assets: The case for listed infrastructure
Investors’ search for diversification and inflation protection has put a spotlight on infrastructure, made brighter by massive public investment programs and the accelerating transition to a digitized, decarbonized economy.
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White papersRecent CRE transactions signal listed REIT strength
Listed REITs are now in a position to provide liquidity to the broader commercial real estate market.
