Content (17)

  • A Roadmap for Real Estate Allocations

    White papers

    A Roadmap for Real Estate Allocations

    2020-07-16T13:46:00Z

    Investors who allocate across both listed and private markets may take advantage of complementary opportunities at various stages of a recovery cycle

  • Opportunities for Investors in Both Public and Private Infrastructure

    White papers

    Opportunities for Investors in Both Public and Private Infrastructure

    2020-04-29T09:31:00Z

    Chase McWhorter, Institutional Real Estate, Inc.’s managing director, Institutional Investing in Infrastructure, recently spoke with Benjamin Morton, executive vice president, head of global infrastructure, and a senior portfolio manager for Cohen & Steers’ infrastructure portfolios.

  • Buying the REIT Recovery in a Dislocated Market

    White papers

    Buying the REIT Recovery in a Dislocated Market

    2020-04-28T09:21:00Z

    The global health crisis and recession have turned property markets upside down in dramatic fashion, as shelter-in-place orders have given certain tenants the economic and political cover to avoid or delay rent payments.

  • Global Real Estate and the COVID Economy

    White papers

    Global Real Estate and the COVID Economy

    2020-04-23T09:46:00Z

    While the shape and magnitude of the recovery in 2020 is uncertain, global REITs are trading at deep discounts to their intrinsic value, policymakers are providing substantial support, and many property types, including data centers, cell towers and warehouses, should see stronger demand in the crisis.

  • Assessing Real Assets and Preferred Securities as COVID-19 Enters Global Phase

    White papers

    Assessing Real Assets and Preferred Securities as COVID-19 Enters Global Phase

    2020-03-30T09:51:00Z

    With COVID-19 spreading beyond China’s borders, markets have recalibrated over concerns of a broader economic slowdown. We discuss risks and positioning for real estate securities, preferred securities, listed infrastructure, resource equities and commodities.

  • Midstream Energy and the Twin Shocks to Crude Oil Supply and Demand

    White papers

    Midstream Energy and the Twin Shocks to Crude Oil Supply and Demand

    2020-03-25T09:41:00Z

    Low oil prices have upended the midstream industry, but we are seeing compelling value in companies with strong balance sheets, low sensitivity to commodity prices and sufficient liquidity to weather the downturn.

  • Listed Infrastructure and COVID-19

    White papers

    Listed Infrastructure and COVID-19

    2020-03-18T09:37:00Z

    We believe listed infrastructure generally is well prepared to manage through this challenging period based on companies’ relatively stable cash flows, healthy balance sheets and attractive dividends.

  • real asset winners and losers in a trade war

    White papers

    Real Asset Winners and Losers in a Trade War

    2018-07-18T16:09:00Z

    Recent tariff actions by the U.S. and threats of retaliations have put the world at greater risk of a global trade war than at any time since the 1930s. While we don’t expect it to get that far, tit-for-tat tariffs among the world’s largest economies could take a toll on global supply chains, consumers and risk appetite, driving further market volatility. 

  • the case for global listed infrastructure

    White papers

    The Case for Global Listed Infrastructure

    2018-06-20T15:20:00Z

    Allocations to listed infrastructure have been on the rise in recent years amid growing demand for real assets offering relatively predictable cash flows and the potential for attractive real returns. 

  • the midstream energy cycle has turned

    White papers

    The Midstream Energy Cycle Has Turned

    2018-04-20T16:17:00Z

    Shares of MLPs and midstream energy companies remain well below their 2014 highs following the downturn in energy prices and, more recently, uncertainties around FERC rate changes for MLPs. 

  • building better portfolios with listed real assets

    White papers

    Building Better Portfolios With Listed Real Assets

    2018-04-19T16:15:00Z

    We believe liquid real assets — including real estate securities, commodities, natural resource equities and listed infrastructure — offer an attractive way to enhance diversification, particularly as the market pivots away from quantitative easing and low interest rates to a policy-induced reflationary environment.

  • getting real

    White papers

    Getting Real: The Importance of Real Assets Diversification in UK DC Schemes

    2018-04-16T16:12:00Z

    With stocks and bonds facing the prospect of uncertain returns, many trustees and providers are looking to enhance diversification in defined contribution schemes.