In this special edition of #CenterForInvestmentExcellence, members of our Strategic Investment Advisory Group discuss the long-term growth potential of real estate as an investable asset class, including the expansion of the real estate market from traditional core to a wide range of extended sectors, and the case for allocating to real estate investment trusts (REITs) and private real estate funds for a well-diversified portfolio. Tune in now to get the latest insights from David Lebovitz, Global Market Strategist, Multi-Asset Solutions, Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, and Bob Culver, Managing Director, Security Capital Research and Management: bit.ly/4dFDhDr
Timestamps:
(00:00) Introduction
(1:02) Introduction to SIAG and Macroeconomics backdrop
(2:40) Differences between public and private real estate
(4:19) Challenges and opportunities in REITs
(9:12) Blending public and private real estate in a portfolio
(12:15) REIT valuations
(15:45) Publicly-traded vs. non-traded REITs
(18:33) Real estate vs. real assets
(20:18) Outro and key takeaways