Institutional Investor: The Best Real Estate Returns Come After Recessions

James Corl

James Corl

Head of Private Real Estate

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1 minute read

October 2022

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Head of Private Real Estate James Corl spoke with Institutional Investor for a feature story on our recent whitepaper and why an optimized real estate portfolio may require access to both listed and private markets.

The following article was published by Institutional Investor and is made available here with permission.

ABOUT THE AUTHORS
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James Corl, Executive Vice President, is Head of the Private Real Estate Group.

FURTHER READING

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The Real Estate Reel: The listed REIT selloff, valuations, and the private CRE correction

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We see a regime change in what’s driving the recent listed REIT selloff. REIT valuations appear cheap. And the pattern in the decline in private real estate is reminiscent to what occurred in the wake of the 1990s S&L crisis, indicating the selloff and recovery could be a slow grind. Watch this month’s Real Estate Reel to find out what these data points mean for real estate investing.

Putting the recent selloff in U.S. listed REITs into perspective

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We’ve argued over the course of this year that markets presented attractive entry points for listed real estate. Recent declines in listed REIT valuations, driven by macroeconomic uncertainty, do not alter this view.

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Real Estate Reel: We’re watching institutional allocations, CRE debt and property price disconnects

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