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.
Asset Classes
Real Estate: New Opportunities for Institutional Investors
State Street, State Street Sponsored Research
Asset Classes
COAERS finds rich pickings in PE secondaries; warns of retail risk
The exit drought and extended holding periods in private equity is causing mounting pain for many LPs. But for Austin-based COAERS, it is providing ample market to pick up bargains in the secondary market. Sarah Rundell spoke to CIO David Kushner.
Sort content by
Performance variation impacts treatment of infrastructure: PGIM
Historical performance and cash flow characteristics differ enormously among infrastructure asset sectors, and even between assets of the same sector, says the vice president of PGIM IAS’ private assets research program. But scarcity of data makes infrastructure performance notoriously hard to study.
Private equity boom also holds challenges for Oregon
It's been a white hot year for private equity but challenges in the asset class continue for investors, like the impact on total asset allocation given massive appreciations in portfolio values, plus slow distributions from GPs. We look at Oregon Public Employee Retirement Fund’s large private equity portfolio.
SWFs invest record amounts in VC
SWFs invested record amounts into venture capital last year with VC allocations ballooning. Overall assets were boosted by four new SWFs: Azerbaijan, Bangladesh, Cape Verde and Rio de Janeiro. While Israel, Namibia, Bahamas and Mozambique will all launch this year.
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.
65% record return for Washington Uni endowment
America’s university endowments are reporting blistering returns thanks to soaring equity markets and their large venture allocations. Washington University’s managed endowment pool is an outstanding performer, returning a whopping net 65 per cent for the fiscal year 2020-21 and nearly doubling its size to $15.3 billion. CIO Scott Wilson explains how they did it.
NBIM charts 25 years of investing in fixed income
The $1.23 trillion Norwegian sovereign wealth fund celebrates 25 years of investing in fixed income. Sarah Rundell looks at some of the highs and lows of its fixed income portfolio which makes up around 30 per cent of fund.
Leave a Comment
You must be logged in to post a comment.
Login