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Real Assets

Real Estate – Can’t Touch This!

Posted by Paul Von Steenburg on Jun 26, 2020

Topic: COVID-19 | Real Assets

Few markets have been as heavily impacted by the onset of the global pandemic as real estate. Real estate is considered a hard asset that “you can touch and feel”, but during a pandemic no one wants to touch or feel anything. Additionally, government restrictions ...

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Inflation Expectations are Rising. How Can Investors Protect Portfolios?

Posted by Ivo C. Nenin, Kristofer Kwait on May 14, 2018

Topic: Investment Strategy | Real Assets | Spending Policy

In March, capital markets entered their tenth year of post-crisis recovery. For diversified portfolios, these have been some of the most profitable times, characterized by strong returns, positive correlations between equities and bonds and robust illiquidity premiums from private programs . . .

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Making the Case for Natural Resources Investing

Posted by Ethan Levine, Paul Von Steenburg on Jul 11, 2017

Topic: Asset Allocation | Investment Strategy | Private Capital | Real Assets

The natural resources sector is often characterized as cyclical, as producers and service providers experience underlying exposure to and commensurate volatility of commodities in the oil and gas, mining and agriculture sectors. After a couple of years of challenging sector returns, some institutional investors are questioning what the role of natural resources should be in a portfolio and if now is a good time to invest in the asset class.

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The Misperception of Illiquid Investments

Posted by Timothy T. Yates, Jr., Kent Scott, Paul Von Steenburg on May 15, 2017

Topic: Asset Allocation | Industry Knowledge | Investment Strategy | Outsourced Investing | Real Assets | Risk Management

With many market participants expecting low nominal returns across traditional asset classes in the coming years, investors may be looking to increase their exposure to illiquid asset classes such as private equity and venture capital. This article addresses head-on, investors’ misperception about illiquid investments: they aren’t as illiquid as many fear.

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Real Estate Credit Environment: Risk Off – Risk On

Posted by Paul Von Steenburg on Jan 9, 2017

Topic: Asset Allocation | Real Assets | Risk Management

Earlier last year real estate markets received a scare as CMBS spreads widened, particularly in lower-rated and more junior tranches. Additionally, one of the most respected U.S. real estate research firms predicted outright price declines for the asset class in 2016. While credit conditions have tightened, particularly for construction financing, wider scale credit concerns have largely dissipated and CMBS spreads have tightened.

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Real Estate – Rates, Rates, Rates

Posted by Paul Von Steenburg on Sep 30, 2016

Topic: Investment Strategy | Real Assets

“There are three things that matter in property: location, location, location”. While the age-old adage still holds in many respects, real estate risks...

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