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
Investor Profile
Church Commissioners: Managing historic real assets for the future
The jewel in the crown of the Church Commissioners’ portfolio, the London-based asset manager for the historic assets of the Church of England, is its allocation to real assets, which contributes to returns used to support the work and specific needs of the church, alongside clergy pensions.
Sarah RundellSeptember 17, 2024
Featured Story
NBIM: Listed and private real estate is all the same in the long run
The differentiating characteristics of unlisted and listed real estate diminish over time according to new research by Norges Bank Investment Management, supporting the sovereign wealth funds’ unique combined strategy for real estate that sees both private and listed sit in the same team.
Amanda WhiteSeptember 5, 2023
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
