Real Estate
What is the relationship between cap rates and interest rates? It's not as straightforward as you may think.
Mortgage rates have doubled and tripled in some countries since 2021. So why aren't residential real estate markets more distressed?
What should investors be watching in the US CRE market? Will there be opportunities in the residential — multifamily, industrial, retail, and office sectors?
How has the post-pandemic world of renewed geopolitical tensions, resurgent inflation, and rising interest rate pressures reshaped how real estate capital markets operate? Where is the commercial real estate (CRE) sector headed and how can investors respond?
"Office has replaced retail as the worst six letter word in real estate.”
What terms, metrics, and concepts do investors need to have under their belt to approach the CRE asset class?
How can we gauge whether the interests of REIT unitholders and their managers are really in sync?
Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.
The first question Sam Zell asks when someone offers up an investment opportunity is “Where’s the demand?"
The author, together with four other expert money managers, addresses a range of investment topics that pose special dangers to investors, including nontrading REITs, yield dependence, structured notes, hedge funds, Wall Street inefficiency, mutual fund fees, annuities, brokers and fiduciaries, and the future for investors.