Perspectives

April 2019 – The Case for the Industrial Sector in Europe

Opportunities for prudent, selective investing in European commercial real estate markets will likely continue through the coming year – and beyond. Around the globe, commercial real estate has continued to attract investor interest over the past year. This reflects positive trends in the job markets, low interest rates with low inflation, healthy regional dynamics, and […]

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April 2019 – The Case for Multifamily/Workforce Housing

As the current real estate cycle ages, opportunities to generate attractive total returns from income and appreciation, in tandem with strong defensive characteristics, have increasingly brought our focus to affordable workforce housing. The U.S. real estate markets remain in good health as we pass the tenth anniversary of the global financial crisis. Traditional late-cycle economic […]

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March 2019 – The Asian Opportunity

Last year’s global equity market uncertainty, higher interest rates, escalating trade tensions and geopolitical crosscurrents largely masked what may be a particularly attractive time to consider private market investments in Asia. Volatility among Asian equity markets increased dramatically in 2018, national market indexes dropped steeply and the Chinese economy has been impacted by a trade […]

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October 2018 – Private Market Secondaries

Last year’s global equity market uncertainty, higher interest rates, escalating trade tensions and geopolitical crosscurrents largely masked what may be a particularly attractive time to consider private market investments in Asia. Volatility among Asian equity markets increased dramatically in 2018, national market indexes dropped steeply and the Chinese economy has been impacted by a trade […]

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October 2018 – The Advantages of Real Estate Private Equity

Real estate has evolved into a global asset class that can be tailored to meet specific goals and objectives. Investing in private real estate was introduced to institutional portfolios in the 1970s to provide diversification and generate attractive long-term current income returns, with low correlations to other asset classes. Initially, investors had limited investment and […]

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October 2018 – A Co-Investment Overview

Investing alongside top-tier private equity sponsors can deliver substantial benefits to limited and general partners alike. As private equity has grown as an asset class, the dynamics between fund managers, investors and the companies in which they invest have also evolved. Among the more prominent developments in recent years has been the explosive growth of […]

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October 2018 – The Advantages of Primary Fund Investing

A carefully constructed portfolio of primary fund investments can offer greater return dispersion and the potential for lower overall portfolio risk. Alternative investment programs are often managed through the use of private investment vehicles, or primary funds, engaged in direct buyout, venture capital, or special situations strategies. These strategies and structures can provide a host […]

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October 2018 – The Advantages of Private Credit

The private credit asset class has emerged as an attractive alternative for institutional investors seeking yield, diversification and low volatility. Ask a group of institutional investors for a definition of private credit, and you might receive several different answers. Among the fastest-growing alternative asset classes – capital under management has tripled since December 2007 to […]

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