Real estate is evolving fast as increased global investment opportunities emerge. Property prices in key markets have begun a tentative upswing that may offer scope for capital gain. There is also evidence of rental growth in some locations, which has had a positive effect on capital values. However, as the effects of the global financial crisis continue to be felt, investors are demanding greater control over their investments. This paper examines the opportunities and challenges facing institutional investors, as well as favoured strategies in the current market.
Real Estate
Real Estate: New Opportunities for Institutional Investors
Featured Story
UK’s GMPF: Why institutional investors are pushing into the rental market
A chronic shortage of housing in the UK has resulted in long waiting lists for social housing and young people left priced out of ownership. The experience of the Greater Manchester Pension Fund, investing more in the sector, provides lessons for other investors in jurisdictions with a housing shortage.
Sarah RundellAugust 13, 2024
Real Estate
Oregon’s core real estate revamp pays off
A large allocation to core real estate and separately-managed accounts, which have improved alignment and allowed significant fee savings, plus a strategic pivot to multi-family and industrial exposure, has all paid off at Oregon.
Sarah RundellApril 11, 2023
Investor Profile
CDPQ’s real estate arm Ivanhoé Cambridge talks agility and evolution
Two thirds of Ivanhoé Cambridge's real estate allocation used to be invested in return-dragging office and retail assets. Now, in a complete reversal, two thirds is invested in logistics and residential real estate alongside a growing allocation to alternative life sciences
Sarah RundellMarch 30, 2023
Real Estate
Why real estate investors can forge ahead in quest to cut emissions
Real estate investors are in prime position to cut emissions with the support of benchmarks and standards and a collective voice.
Sarah RundellNovember 10, 2022
Private Equity
Alternative investment: Don’t forget the importance of lagged beta
In a recent webinar hosted by the Journal of Portfolio Management, Mark Anson, CIO and chief executive of the $28 billion Commonfund, reminded alternative investors of the importance of lagging beta, an essential consideration in portfolio construction and risk allocation.
Sarah RundellAugust 23, 2022
Investor Profile
Real assets a haven in likely stagflationary environment
An overweight position in real assets and private equity, and an underweight to equities and bonds positioned the Ohio School Employees Retirement System for success in the last year but CIO Farouki Majeed is now even more convinced a stagflationary environment is likely and is positioning the fund accordingly.
Amanda WhiteAugust 16, 2022
FIS Digital – November 2021
Real estate’s risks and opportunities ahead
As the demise of the office component in real estate allocations continues investors are favouring data centres, warehousing and low cost accommodation.
Sarah RundellNovember 11, 2021
