Do Real Estate Lending Funds Deserve a Place in Investor Portfolios?
Commercial real estate lending funds represent an opportunity for investors worried about real estate valuations to move up the capital stack yet still earn an attractive return.
September 2017
Will the US Withdrawal from the Paris Climate Accord Boost the Prospects for Investments in Energy?
No. Market forces and technological innovation have been far more impactful on the energy sector than environmental regulations. Investors should maintain exposure to private energy and publicly listed energy equities, rather than view this event as a reason to overweight energy exposure. The Paris climate agreement was nonbinding, and, by itself, did very little to […]
June 2017
Digging In: Assessing the Private Infrastructure Opportunity Today
New private infrastructure fund investors can find value in carefully evaluated managers and strategies, but they should ratchet down return expectations relative to years past.
June 2017
Is Now the Time to Invest in Real Assets?
In a word, yes, albeit slowly and selectively. Since the US presidential election, the market appears to be pricing in renewed expectations of growth and inflation, both of which have the potential to positively impact real assets in the medium term. Though it’s unclear exactly how the new administration will proceed, the prospect of policy […]
February 2017