Understanding the role real estate plays in defined contribution plans

FromCenter For Investment Excellence

Start listening View podcast show

Understanding the role real estate plays in defined contribution plans

FromCenter For Investment Excellence

ratings:

Length:

21 minutes

Released:

Apr 27, 2020

Format:

Podcast episode

Description

David Lebovitz, Global Market Strategist, and Jani Venter and Jacklyn Beck, Executive Directors from the Defined Contribution Private Real Estate Solutions team discuss the benefits of direct real estate in DC plans and its impact during and after the COVID-19 crisis.

Released:

Apr 27, 2020

Format:

Podcast episode

Titles in the series (100)

The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

Skip carousel

Equity market assumptions: Where can investors find sustainable sources of return? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
37 min listen
An analysis of productivity: Why has productivity slowed down in the last ten years? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
28 min listen
Liability-aware investing: Is now the time for de-risking? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
23 min listen
How averages mislead in DC plans: Why are averages misleading in retirement plans? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
34 min listen
Being flexible when markets get volatile: Can you close the return gap? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
27 min listen
The path of the U.S. dollar: Where is the U.S. dollar headed? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
30 min listen
Sustainable investing: Engagement and proxy voting: What does it mean to be an active owner? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
37 min listen
The macro environment and flexible credit: Approaches to fixed income investing - flexible versus conventional? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
34 min listen
Deconstructing private credit: What are the risk and return considerations when it comes to private credit? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
24 min listen
Evaluating high yield and leveraged loans: Do high yield bonds and leveraged loans still have room to run? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
24 min listen
Turning behavioral insights into alpha: How does irrational investor behavior impact investment decisions? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
33 min listen
Venture growth investing: What opportunities are available in today’s venture growth markets? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
37 min listen
Global credit cycles: How should investors view deleveraging since the financial crisis? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
33 min listen
Investing sustainably: ESG in emerging markets: How can you invest sustainably without limiting your investment universe? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
31 min listen
CIO perspectives: Regime shift from “lower for longer” toward reflation? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
33 min listen
Unconstrained debt: Bonds beyond borders: Can investors potentially achieve greater return in unconstrained fixed income portfolios? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
32 min listen
The evolution of hedge funds: What role should hedge funds fill in your portfolio? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
32 min listen
The right time for emerging markets equities: What’s driving the EM recovery? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
36 min listen
Year of core: Opportunistic vs. late cycle real estate investing: Which markets have the greatest investment opportunity? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
41 min listen
Climate change: Risks and opportunities: Will climate change affect how we look at investments? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
37 min listen
Understanding the benefits of blend strategies (For US Investors only): Why are blended TDF strategies becoming so popular? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
22 min listen
Hedge Funds: Survival of the Fittest: We have all heard that hedge fund investing can benefit investors in times of increased volatility, but how? Join us this week as Global Market Strategist, David Lebovitz and Investment Specialist, Lynnette Ferguson, discuss the latest in hedge funds... by Center For Investment Excellence
23 min listen
Finding the right multi-asset partner for your investing needs: Does your investment partner understand your objectives? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
26 min listen
Factor-based investing: Could your portfolio benefit from a factor perspective? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
28 min listen
Understanding the global dynamics of e-commerce: What are the growth drivers of global e-commerce? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
38 min listen
Making allocation decisions across emerging markets: Where is the value in emerging markets equities? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
29 min listen
Alternatives in multi-asset portfolios: Why consider increasing your alternatives allocation? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
24 min listen
Building a diversifying alternatives portfolio: How can the right alternatives portfolio construction help close the return gap? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
35 min listen
ESG in fixed income: How do your peers embed ESG into portfolios? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
37 min listen
Factor investing through the cycle: What are the potential investment implications of factor based investing? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
21 min listen

More Episodes from Center For Investment Excellence

Skip carousel

The role of public and private strategies in real estate: 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 t... by Center For Investment Excellence
22 min listen
A New Perspective for Credit Investors: Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strate... by Center For Investment Excellence
18 min listen
Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest: While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of ... by Center For Investment Excellence
35 min listen
How soft will the soft landing be?: The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Glo... by Center For Investment Excellence
18 min listen
Investment Outlook for 2024: While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market St... by Center For Investment Excellence
20 min listen
The 2024 Asset Allocation Draft: David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy, conduct their annual asset allocation draft across various asset classes, and make their picks for the most promising investmen... by Center For Investment Excellence
30 min listen
Unpacking the opportunity in developed market equities: While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, Davi... by Center For Investment Excellence
19 min listen
2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition: The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy mon... by Center For Investment Excellence
16 min listen
Post-FOMC perspectives and the road ahead: Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities. by Center For Investment Excellence
15 min listen
The intersection of technology and healthcare: Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists an... by Center For Investment Excellence
25 min listen
Artificial intelligence and the power of disruption: From predictive analysis to machine learning models to robots, the landscape of artificial intelligence is evolving at a meteoric rate and businesses across every industry have no choice but to adopt. Our experts discuss the existing AI infrastructur... by Center For Investment Excellence
16 min listen
The post-COVID world comes into focus: David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy. by Center For Investment Excellence
26 min listen
Opportunities in private equity: What opportunities exist in private equity? Our experts discuss valuations, sector preferences, the secondaries market and more on a new Center for Investment Excellence podcast episode, featuring David Lebovitz, Global Market Strategist, and J.P. Mo... by Center For Investment Excellence
27 min listen
The case for international equities: Recent trends have shown international equities performing as well, if not better, than their U.S. counterparts. David Lebovitz, Global Market Strategist, Anjali Balani, Investment Specialist, International Equity Group and Tim Morris, Investment Spe... by Center For Investment Excellence
19 min listen
Monetary policy and financial stability: We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors. by Center For Investment Excellence
22 min listen
Clash of the Credit: In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors. by Center For Investment Excellence
25 min listen
Fixed Income’s Fashionable Again: After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023? by Center For Investment Excellence
22 min listen
The Asset Allocation Draft for 2023: A review of our 2023 asset allocation recommendations across fixed income, equities, and illiquid and liquid alternatives. by Center For Investment Excellence
28 min listen
2023 Long-Term Capital Market Assumptions: Back to basics: As asset return forecasts move closer to equilibrium, we discuss how today’s market offers the best returns in over a decade. by Center For Investment Excellence
21 min listen
The next generation of investors: David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, identifying how their investment decisions are made and where institutional investors can find the most ... by Center For Investment Excellence
22 min listen
Macro pressures affecting private markets: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, have a discussion around the macro pressures affecting private markets – across real assets, private equity, private credit and hedge funds – and whe... by Center For Investment Excellence
27 min listen
Is this the time for offense or defense in portfolios?: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss whether investors should be positioning portfolios offensively or defensively to preserve capital against a backdrop of elevated volatility a... by Center For Investment Excellence
28 min listen
A framework for investing in climate technology: David Lebovitz, Global Market Strategist, and Tanya Barnes, Co-Managing Partner of Sustainable Growth Private Equity, discuss the latest trends in sustainable investing, including climate change and how institutional investors should evaluate climate... by Center For Investment Excellence
15 min listen
Inflation, interest rates and volatility, oh my!: For long-term investors, there are a number of challenges in today's market environment. We take stock of where we are in mid-2022 and where we are headed in the months and years to come. by Center For Investment Excellence
17 min listen
A macro snapshot into Canada: David Lebovitz and Jack Manley, Global Market Strategists, discuss the Canadian economy from the booming housing market to inflation dynamics with the Bank of Canada, and the opportunity set for institutional investors in the second half of the year. by Center For Investment Excellence
23 min listen
Investment opportunities in genetic medicine, automation and cybersecurity: Jared Gross, Head of Institutional Portfolio Strategy, Felise Agranoff, Growth Equity Portfolio Manager, Dr. Matt Cohen, U.S. and Global Healthcare Portfolio Manager and Eric Ghernati, Senior Technology Analyst and Portfolio Manager, review the drama... by Center For Investment Excellence
25 min listen
Inflation and monetary policy: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the current state of inflation, the reaction of the Federal Reserve and how investors can position themselves for both the near-and-long-term... by Center For Investment Excellence
25 min listen
Accessing Alternatives in 2022: Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, joins David Lebovitz, Global Market Strategist, to discuss his framework for investing in alternatives, how it can be a solution to public market volatility, and the ways investor... by Center For Investment Excellence
26 min listen
Engineering portfolios for climate change: David Lebovitz and Meera Pandit, Global Market Strategists, and Garrett Norman, Investment Specialist, Quantitative Solutions, discuss the latest on global climate change and the solutions institutional investors can incorporate into their portfolios... by Center For Investment Excellence
21 min listen
The 2022 Asset Allocation Draft: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy conduct an asset allocation draft across various sectors, highlighting the current macroeconomic backdrop, Omicron variant implications, and the bigge... by Center For Investment Excellence
41 min listen

Related podcast episodes

Skip carousel

A macro snapshot into Canada: David Lebovitz and Jack Manley, Global Market Strategists, discuss the Canadian economy from the booming housing market to inflation dynamics with the Bank of Canada, and the opportunity set for institutional investors in the second half of the year. by Center For Investment Excellence
23 min listen
Ep 76 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence by Hedgeye Podcasts
61 min listen
Multifamily Update and Forecast: Carl Whitaker with Real Page joins Michael Bull to discuss how various apartment community types and markets have performed through 2020 and their outlook for 2021 and beyond. Then, student housing owner/developer Rick Jones with Caliber Living joins Mic... by America‘s Commercial Real Estate Show
49 min listen
The 2022 Asset Allocation Draft: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy conduct an asset allocation draft across various sectors, highlighting the current macroeconomic backdrop, Omicron variant implications, and the bigge... by Center For Investment Excellence
41 min listen
Too big to ignore: interest rates and inflation: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the unprecedented coordinated fiscal and monetary response to COVID-19, the vaccine driven re-opening of the economy and how this will effect... by Center For Investment Excellence
37 min listen
The UBS Global Real Estate Bubble Index 2022: We explore the annual report that brings an up-to-date take on global urban-housing markets and gauges the “bubble risk” in the residential property markets of 25 major international cities. The 2022 edition sets a scene characterised by strong house-price growth, high imbalances in certain geographies and ongoing issues around affordability. It also charts the increase in household leveraging and how the return of people to major cities continues to drive urbanisation. With Matthias Holzhey, Dean Turner and Jonathan Woloshin. by The Bulletin with UBS
24 min listen
Jared Dillian's Macro Outlook for Markets & Best Practices for Investors : DB-Oct 21: Ash Bennington joins Jared Dillian, editor of The Daily Dirtnap, to discuss the art of portfolio construction and his current outlook on markets. by Real Vision: Finance & Investing
34 min listen
Episode #1: Level Up Outdoor Living with John Lea by Inside Out with Belgard
35 min listen
Housing & Property Markets Post Covid-19: On this week's 'Between the Lines' programme, Andrea is joined by a number of experts to discuss the housing and property market post Covid-19. Together they discuss whether there will be any reduction in property prices in the coming months, the... by Between The Lines With Andrea Gilligan
49 min listen
The PR Week: 7.22.2021: Andy Wilson, DrivePath Advisors: This week on the podcast, PRWeek editorial director Steve Barrett and executive editor Frank Washkuch are joined by Andy Wilson, cofounder of DrivePath Advisors. by The PR Week
41 min listen
2021 Kickoff: Looking Through the Headlines with Mike Green: DB - Jan4, 2020: Mike Green kicks off the Real Vision Daily Briefing in 2021 with Real Vision's Max Wiethe. by Real Vision: Finance & Investing
37 min listen
David Wilcox on the Debt Ceiling Crisis and the Crippling Costs of Default: David Wilcox is a non-resident senior fellow at the Peterson Institute for International Economics and is the Director of Economic Research at Bloomberg Economics. Previously, David served for many years on the staff of the Federal Reserve Board, as... by Macro Musings with David Beckworth
52 min listen
All-22 OFF: Wan’Dale breakout, DeVito attacking OUTSIDE the #s: Dan and Nick break down the All-22 offensive film from the Giants’ Week 14 win over the Packers. They talk about Wan’Dale Robinson’s breakout game, Tommy DeVito and why his tendency to throw outside the numbers has opened up the offense – comparing to stats on throws outside the numbers from 2022. They also dive into some individual performances by JMS, Daniel Bellinger, and more before diving into several key plays on tape that decided the game with breakdowns of both the end zone and sideline All-22 film angles. by Big Blue Banter: A New York Giants Football Podcast
63 min listen
571 David Beurle from Future iQ, on The Future of Urban Living: David Beurle is a globally renowned expert on Future Thinking and Trends within Governments, Corporations, Industry, Regions and Communities. He is also CEO of Future iQ. is a global research and consulting company specialising in foresight and... by Through the Noise
73 min listen
Housing Justice: Leah Goodridge: Thursday, February 23rd, 2022 Leah Goodridge has served on the New York City Planning Commission since 2021 and is the Managing Attorney for Housing Policy at Mobilization for Justice. She oversees a team that provides legal representation to... by Future Hindsight
34 min listen
Century 21 CEO on Real Estate, Data, and Digital Transformation: Digital transformation in real estate: Nick Bailey, President and CEO at Century 21, tells CXOTalk how the largest real estate brand in the U.S. navigates changing global trends from data-driven competitors in property listings and homes for sale.... by CXOTalk
43 min listen
DJ Nordquist (Former World Bank US Executive Director and Economic Innovation Group SVP) on the World Bank, China, Corporate Taxes, and Opportunity Zones: DJ Nordquist (Former World Bank US Executive Director and Economic Innovation Group SVP) joins the podcast to discuss her experience serving as World Bank US Executive Director from 2019 to 2021 and as White House Council of Economic Advisers Chief-o... by The Capitalism and Freedom in the Twenty-First Century Podcast
45 min listen
Real estate debt: Opportunities persist in private markets: Jay DeWaltoff and Candace Chao, Portfolio Managers, Commercial Real Estate Debt, along with Neil Dey, Portfolio Manager, Securitized Products, discuss how the global pandemic has created dislocations across public and private real estate credit marke... by Center For Investment Excellence
33 min listen
Dominique Dwor-Frecaut on US Labour Supply, Inflation and Timing the Bond Sell-Off: Dominique is one of my favourite macro thinkers and economists – she’s so good, we hired her to work for Macro Hive. As for her background, she’s worked at Bridgewater, Barclays and RBS. And before that she worked on policy and research at the... by Macro Hive Conversations With Bilal Hafeez
45 min listen
How to be an origination leader in 2021 by Power House
47 min listen
The 2022 Midterm Elections: The Stakes, the Strategies, and the States - Part 1: Host Reed Galen is joined by Lincoln Project Senior Advisors Trygve Olson and Jeff Timmer for an in-depth conversation about the 2022 midterm elections. In “Part 1” of a two-part conversation, the panel discusses “the game we know vs. the game... by The Lincoln Project
44 min listen
Real Estate Outlook For 2022 by Schwab Network
5 min listen
2020 in housing review and what’s ahead in 2021 by HousingWire Daily
14 min listen
The Future of 5G: Host Beverly Kirk talks to Bonnie Glick, the former Deputy Administrator of the United States Agency for International Development (USAID). by Smart Women, Smart Power
30 min listen
Beating the Book: The 2021 NFL Draft Betting Special: Beating the Book: The 2021 NFL Draft Betting Special by Beating The Book with Gill Alexander
48 min listen
Ep 188 - Entrepreneurship in Flow with David Valley by Short Term Rental Secrets Podcast
43 min listen
Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves: Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As former insiders of the Dallas Fed and US Treasury primary dealers, Danielle and George... by Real Vision: Finance & Investing
38 min listen
Most Americans Will Get Tax Cuts, Lieber Says by Bloomberg Surveillance
34 min listen
Project Management: Nik Bandak is the President and owner of Bandak Project Management. Nik began his career in 2008 during the Great Recession working for a concrete subcontractor in the Bay Area and later moved to the Middle East where he worked for Bechtel. In 2011,... by THINK Business with Jon Dwoskin
24 min listen
The client’s misunderstanding of the word ‘design’ by Talk Architecture
16 min listen

Discover this podcast and so much more

Understanding the role real estate plays in defined contribution plans

Understanding the role real estate plays in defined contribution plans

Description

Titles in the series (100)

More Episodes from Center For Investment Excellence

Related podcast episodes