This content is from: Portfolio REITs Can Hedge Inflation — But Not During a Market Crisis Allocators need a long-term time horizon if they want listed real estate to be an effective inflation hedge. By Alicia McElhaney February 21, 2023
This content is from: Portfolio The Best Real Estate Returns Come After Recessions The current market dislocation in the real estate market will likely generate strong vintage returns in 2023 and 2024, according to Cohen & Steers. By Hannah Zhang September 28, 2022
This content is from: Culture Kansas Pension Says New Anti-ESG Bill Could Cost $3.6 Billion in Returns KPERS is already underfunded, and the legislation could make the situation worse, says Executive Director Alan Conroy. By Michelle Celarier March 09, 2023
This content is from: Corner Office Short-Seller Nate Koppikar Has Taken on Blackstone, Facebook, and the Tiger Cubs. He’s Had an Amazing Year. The Orso Partners founder was up 70 percent last year after calling the tech crash — and he’s got his eye on private equity. By Michelle Celarier February 27, 2023
This content is from: Portfolio Here’s Why the Illiquidity Premium Is a Bad Reason to Invest in PE Investors go into private markets knowing they can’t easily sell their funds — an expectation that eliminates the compensation for tying up their money. By Julie Segal January 25, 2023
