Commonfund OCIO Managing Director, Paul Von Steenburg, interviews David Grain, Chief Executive Officer and Founder of Grain Management in this Commonfund Manager Spotlight.
The recent rise of the U.S. 10-year interest rate will likely prove difficult for most real estate assets given that the historic inversion in the yield curve has provided some refuge from the sharp...
Over the last year, there has been relentless reporting that the next shoe to drop for the economy and banking system is commercial real estate. The drumbeat runs counter to what we are hearing from...
Commonfund Managing Director, Paul Von Steenburg, interviews Michael Torres, Chief Executive Officer of Adelante Capital Management in this Commonfund Manager Spotlight.
As it burst onto the world scene in 2020, COVID-19 impacted asset classes and investment strategies across the board. While real estate was no exception, the industry managed a generally strong...
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...
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...
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,...
“There are three things that matter in property: location, location, location”. While the age-old adage still holds in many respects, real estate risks, as with the risks associated with all asset...
In the wake of the Global Financial Crisis, institutional investors were rightfully concerned about the liquidity profiles of their long term portfolios. Although markets have recovered substantially...
Although it has been five years since the collapse of Lehman Brothers—an event that transformed a bad recession into a global financial crisis—the scars of that traumatic episode remain etched in the...
Real Estate and Negative Leverage – The long and the short of it...