All North America articles – Page 25
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White papers
The owner-operator advantage
The first thing you notice about owner-operators, whether it’s a local restaurant owner or the head of a large corporation, is the passion they have for their business.
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White papers
Why “skin in the game” may mean “out of the index”
Are you underweighted in companies with owner-operator CEOs?
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Asset Manager News
Timbercreek Asset Management Closes Canadian Multi-Residential Value-Add Fund at $245 Million
Timbercreek Asset Management is pleased to announce the final closing of the Timbercreek Canadian Multi-Residential Value-Add Fund, with aggregate commitments of approximately $245 million.
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White papers
Cross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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White papers
Trump presidency weighs on Asia-Pacific real estate
Concerns over a slowdown in Chinese economic growth have receded, but the rise of Donald Trump could present challenges for Asia-Pacific real estate markets, says Sandip Bhalsod.
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White papers
House View: Q1 2017
The Aviva Investors House View document is a quarterly publication which encapsulates the thinking of our investment professionals across asset classes.
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White papers
Global Real Estate Securities: 2017 Market Outlook
Our fundamental approach and valuation models suggest global REITs are priced to deliver an 8.5%–10.5% total return in 2017, consisting of a 4% current dividend yield and 5%–6% growth in earnings driven by occupancy gains, higher revenue from bringing in-place rents on expiring leases to market, acquisition of new properties and the completion of existing development projects.
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White papers
Private equity firms launch single-family rental company StreetLane Homes
The decision by GTIS and 643 to launch the new company comes as they look to further tap into the single-family rental market, which they said in a statement accounts for nearly 16 million units, or 13% of the total U.S. housing stock and 35% of all rentals.
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Asset Manager News
New single-family rental company is launched
StreetLane Homes will be an integrated single-family home rental investment and management company.
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White papers
What are investors looking for in today's investment environment?
These conflicting times of unconventional monetary policy finds investors balancing their choices in an effort to avoid the risk of capital losses; and, at the same time, avoid the regret of missing what may well be a once-in-a-generation bull market in equities.
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White papers
Inside Real Estate: Annual strategy outlook for 2017
A new president in the white house – After a bitterly fought election, Donald Trump surged on a wave of populism to be elected the 45th President of the United States.
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White papers
Global Market Outlook for 2017
William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace.
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White papers
Cross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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White papers
U.S. Election Cycle Ends With a Bang
With an early morning concession call to Donald Trump, Hillary Clinton brought to a close an election cycle unlike any in recent memory.
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Asset Manager News
Timbercreek Asset Management Expands Global Team with Two Senior Hires
Timbercreek Asset Management today announced the appointment of two new senior hires who will help execute on strategies to build and grow the firm both domestically and abroad.
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White papers
Recent Macro Trends Should Persist in 2017
Portfolio Manager Ken McAtamney expects a number of recent macroeconomic and market trends to persist in 2017, including a modestly positive uptrend in inflation and a continuation of equity-market leadership.
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White papers
Investment Implications of the U.S. Elections
In this commentary, we use game theory to scrutinize the strategic interactions of the parties involved in the upcoming U.S. elections and analyze the investment implications of a win by either Hillary Clinton or Donald Trump.
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White papers
Taxable U.S. municipal bonds make sense for non-U.S. investors
As global investors continue to face falling, low, and negative interest rates, the need for alternative investments to enhance portfolio returns and performance has heightened.
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White papers
Global Real Estate Summary: Edition 2 2016
In a hypothetical asset market exam, the fundamentals for good quality commercial real estate would definitely get a passing grade.