22 min listen
Real estate in the “new” old normal
FromInsights Now
ratings:
Length:
19 minutes
Released:
Apr 25, 2024
Format:
Podcast episode
Description
Over the past year, investors have been inundated with negative reports of elevated mortgage rates and empty office buildings, weighing on their sentiment toward real estate investing. However, real estate comes in many shapes and sizes, and each sector has its own fundamentals and use cases in the portfolio construction process. In fact, while some segments may look more attractive than others, valuations across the asset class have reset as rates have climbed higher, and investors searching for diversification, steady income and inflation protection have an entirely new menu of opportunities to choose from. That said, after nearly a decade of suppressed interest rates, real estate investors may have to re-calibrate their approach for the return of a structurally higher cost of capital.
To share how he is approaching the market against the backdrop of higher rates, Dr. David Kelly is joined by Doug Schwartz, a Co-President and Portfolio Manager within our Real Estate Americas Platform. Doug has been with the firm since 2004 and has almost 30 years of industry experience across a range of functions, including transactions, asset management and risk management.
To share how he is approaching the market against the backdrop of higher rates, Dr. David Kelly is joined by Doug Schwartz, a Co-President and Portfolio Manager within our Real Estate Americas Platform. Doug has been with the firm since 2004 and has almost 30 years of industry experience across a range of functions, including transactions, asset management and risk management.
Released:
Apr 25, 2024
Format:
Podcast episode
Titles in the series (71)
Behavioral finance pitfalls and how to overcome them: Tune in to hear David Kelly and Global Market Strategist, Samantha Azzarello discuss the key tenets of behavioral finance that every investor should be aware of. There's growth to be found when you know where to look. To learn more click here. by Insights Now