Custom Sustainable Portfolios
INSIGHTS
James Corl
William Scapell, CFA
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VEHICLES
Private real estate entry points emerging amid selloff
Private real estate values are declining, so is deal volume, as sellers are reluctant to transact at the new, lower levels where buyers are interested.
Financial markets distress – Where and when?
Bob Steers, Executive Chairman of Cohen & Steers, recently had a conversation with Howard Marks, co-chairman of Oaktree Capital Management, for the 2023 Real Estate Luminaries Series, which was hosted by The Steers Center for Global Real Estate at Georgetown University.
Preferred securities: Resetting for a new cycle
Recent bank turbulence and the end of the Fed’s rate-hiking cycle create what we believe may be an exceptional buying opportunity for preferreds.
As private real estate sells off, our conviction in REITs grows
Recent market events, including a downturn in private real estate, give us greater conviction in our analysis showing favorable entry points emerging for listed REITs.
Closed-end fund commentary 1Q 2023
April 2023 | 3 minsClosed-end-funds finished the first quarter up as the Federal Reserve continued to hike interest rates amid a volatile opening to 2023.
Infrastructure investing in the new economic paradigm
The prospect of enduring inflation, anemic global growth and heightened market volatility in 2023 and beyond amplify the importance of a dedicated listed infrastructure allocation.
