allocation strategy

An oversupply of industrial space built during the covid-19 pandemic is presenting opportunities for redeveloping larger spaces into smaller suites. 

The report, penned by senior executives Ralph Rosenberg, Billy Butcher and Racim Allouini, underscores how low interest rates are no longer the anchor for valuating commercial real estate assets.

Commercial real estate lenders are being guided by a principle that is more fraught than a fear of missing out – they are afraid of making a mistake.

The need for income means real estate private credit is becoming an indispensable allocation for investors.

The firm is delving into the role public and private strategies play in institutional investor portfolios.  

The New York-based manager has made more than $150m in preferred equity investments over the past five months.

Co-CIO Rich Kleinman says more niche categories are entering the mainstream with prior portfolio staples such as office investments in value limbo.

The California-based manager is seeing more opportunities as banks take closer looks at their balance sheets.

The Ares-RXR venture comes at a time when transaction activity in the city has started to tick upward and capital is starting to move.

Negative sentiment and macroeconomic and geopolitical concerns continue to hold back the market, panelists said at PERE America.