-
Institutional Portfolio
Real Estate: A Long-Term, Value Play
Don’t overpay for real estate, don’t over-lever and treat real estate as a long-term value play, researcher David Lynn offers his thoughts on asset allocation lessons learned.
July 30, 2014More -
Institutional Portfolio
UPS Eyes Deal Control, JVs, Debt
Capital preservation is key for UPS’s real estate head Greg Spick. As a result, value-added and opportunistic funds are out in favor of debt, JVs and more deal control.
July 16, 2014More -
Institutional Portfolio
2009 Wins in Battle of the Vintages
2009 will be real estate’s best vintage year but only a few will benefit. Experts from Cambridge, PREA and Crossroads discuss real estate vintage year performance, the winners and the losers.
June 18, 2014More -
Institutional Portfolio
Benchmarking RE Funds: What Works
Experts from Cambridge, PREA and Crossroads delve into benchmarking value-added and opportunistic real estate funds – what works and what doesn’t.
June 18, 2014More -
Institutional Portfolio
PREA: Rising RE Allocations
PREA’s Greg MacKinnon shares findings of a global survey of RE institutional investor intentions.
May 28, 2014More -
Institutional Portfolio
Inflationary “Velocity of Money”
Jerry Gates of Hamilton Lane gives a macro outlook of the global real estate market and the red flags that could lead to a bubble in the asset class.
May 28, 2014More -
Institutional Portfolio
Avoiding a Beta Play in RE Asset Allocation
NEPC Principal Sean Ruhmann argues that slicing and dicing a real estate asset allocation model too far into markets and property types risks creating a beta play in portfolios.
May 28, 2014More -
Institutional Portfolio
Pockets of Opportunity, Focus on Net Returns
Jerry Gates of Hamilton Lane says that RE investors need to keep expectations for returns in check in the current market, and not use outdated benchmarks.
May 28, 2014More -
Institutional Portfolio
Tiered Carry Structures Proliferate: GP/LP Negotiations in 2014
Alan Pardee, managing partner of Mercury Capital Advisors, explores LP-GP negotiations for real estate funds and walks PrivcapRE through fundraising for two of Asia’s largest fundraises.
May 19, 2014More -
Institutional Portfolio
Fundraising World Tour: Which LPs Are Open For Business?
Fundraising is back. Mercury Capital Advisors’ managing partner Alan Pardee takes PrivcapRE on a world tour of LPs open for business.
May 19, 2014More -
Institutional Portfolio
Harrison Street’s Evolution
Chris Merrill of Harrison Street Real Estate Capital tells Privcap about the property investment group’s strategy, where he sees market opportunities and how they had to build the company to run an open-ended core fund.
May 5, 2014More -
Institutional Portfolio
U.S. Debt Markets: Overfunded and Mispriced
The U.S. real estate debt market is overfunded and mispriced, according to former CBRE Capital Partners president Ethan Penner.
April 23, 2014More -
Institutional Portfolio
U.S. Core Performance To Slow in 2014
Jeremy Plummer of CBRE Global Multi Manager argues U.S. core real estate is ‘fully priced’ and urges more investors to start exploring a global core portfolio.
March 31, 2014More -
Institutional Portfolio
Tom Barrack Urges Caution in Hospitality
Colony Capital CEO Tom Barrack, a man whose real estate reputation has been built on iconic hospitality deals, argues for an asset-light approach.
December 11, 2013More -
Institutional Portfolio
Tale of Two Emerging Manager Programs
CalPERS and New York Common have launched alternative programs to target the real estate emerging manager space.
December 4, 2013More -
Institutional Portfolio
Colony Capital’s Tom Barrack: Core is “Foolish”
Single family REO is the last frontier in real estate, for Colony Capital CEO Tom Barrack. But the real window of opportunity could be over in just three years.
November 11, 2013More
Privcap Email Updates
Subscribe to receive email notifications whenever new talks are published.