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.
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Tech alters infrastructure assets
AI and other advances are making assets like toll bridges more challenging. Opportunities are emerging from privatisation but the days of 'set-and-forget' may be coming to an end.
Oxford U. fund knocks private equity
The CIO of the $4.3 billion fund manager argued in a panel discussion that an excess of capital in the market and lack of access to top general partners have hurt the asset class.
General partners must regain trust
In the GFC, many investors got burned as limited partners, by costly experiences and opaque strategies. To fix the damaged relationships, a focus on disclosure and aligned interests is essential.
AP3 demands more from hedge funds
The Third Swedish National Pension Fund has cut back on hedge fund managers, citing cost, poor returns, and difficulty pinpointing the source of alpha for managers that have done well.
Fund managers lack business skills
PGGM's Jaap van Dam and Kempen's Lars Dijkstra say that asset owners with long-term horizons should look for managers who can analyse industries and companies to find intrinsic value.
GPIF seeks better beta through ESG
You can't beat the market if you are the market. That's reality for Japan's behemoth pension fund; therefore, it looks to improve overall returns by engaging and investing with an ESG focus.
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