In a sponsored interview published in the October issue of Institutional Real Estate Americas, David Chen, Principal Asset Management’s head of private equity portfolio management, describes how capital markets dislocation and a range of structural forces are complicating the private real estate landscape, opening up opportunities that require strategic shifts in how investors think about sectors, drivers, and diversification, and placing a greater premium on investment managers that combine institutional scale with an owner’s mindset.
“We believe the future of institutional real estate investing will require both thoughtful sector allocation and rigorous underwriting. Sector selection remains critical, but broad property-type labels are becoming less effective measures of risk and opportunity. Investors must understand the key drivers underpinning individual assets.”
To learn more, access a pdf of the sponsored interview by
