I’ve been asked a version of this question a lot lately: “Have you ever seen fundamentals this good in senior housing?” I’m not someone who likes to sensationalize things, but the honest answer is “no.” In the more than two decades I’ve spent in this sector, going back to 1999, there has always been a catch. Demand would be growing, but supply grew faster. Things would be improving, and then COVID-19 hit. There was always some offsetting force. Right now, for the first time ...

Federal housing tax policy has long focused on producing new affordable housing, but we can make greater strides in this effort if we also preserve lower-cost housing before it deteriorates, is redeveloped or becomes unaffordable. The Low-Income Housing Tax Credit (LIHTC) remains the nation’s principal affordable housing production tool. It has been incredibly successful, with some 3.9 million units placed in service from 1987 through 2024. Yet the United States continues to lose ...

Ben Franklin famously wrote, “In this world nothing can be said to be certain, except death and taxes.” Nearly 250 years later, his observation still holds true. Except when it doesn’t. And investment managers and tax consultants have spent decades working on investment structures to diminish — if not outright remove — the certainty of taxes in specific investment opportunities. Besides the dopamine high achieved in defeating the IRS, tax-advantaged real assets offer investors the potential to ...

Keller Clifton, CEO of Zip Line, which inked a deal with Uber to reach 1 million drone deliveries a day: “These kinds of deliveries are not just cost competitive with doing a delivery using a gas combustion vehicle, but they're way faster, they’re more reliable, they’re cleaner and quieter for the neighborhoods that we serve.”

Hines has published a new paper titled The New Age of Investment Access. As private markets have matured, the paper argues, the debate should shift from whether to broaden access to how to do it responsibly. Read more here.

Real estate has been somewhat mischaracterized during the past few years. There is a narrative that investors have been moving up the risk spectrum, shifting into value-add and opportunistic strategies because they are seeking higher returns or taking on more risk. That would normally be typical of early-cycle investing. However, there was not necessarily consensus that the past two years represented ...

For years, commercial real estate lending has been framed as a contest between banks and private credit. As private credit grew after the global financial crisis (GFC), and again after the 2023 regional banking disruption, many observers read it as one side taking share from the other. That narrative is outdated. The relationship today is complementary and understanding why matters for how investors evaluate credit managers and how borrowers think about ...

You might think about rockets as powerful vehicles that blast astronaut crews and robotic missions off into space. But what if they could be used to send cargo from one side of the Earth to the other, in a fraction of the time it would take a plane? The company SpaceX recently announced a project that aims to use its rockets to do just that.nSpaceX launched its Starfall demo mission on June 23, 2026. According to a document from the Federal Aviation Administration, Starfall has two main purposes: to use ...

Renewable energy investment in the first half of 2026 reached $327.5 billion, on par with the preceding six-month level but down 21 percent from its peak in second half 2024. The numbers show the broader growth story for renewables remains intact despite policy changes in key markets like the United States and China. Asset finance for standalone utility-scale solar and onshore wind, which usually makes up ...

For more than a century, the U.S. wealth management industry has clung to a compensation model — commissions and dealer markups — that is fundamentally misaligned with client interests. In the world of real assets, where investors already face higher risk, greater opacity and reduced liquidity, this model doesn’t merely fall short. It actively works against the investor’s ability to achieve market returns. As more advisers migrate toward fee-based, fiduciary-standard business models, it’s time to confront the obvious: Charging commissions and dealer markups instead of asset-based advisory fees rewards ...

Transportation hub investors take note:  A major disruption could be in the offing for traditional logistics real estate development in the form of autonomous freight drones and other advanced air mobility passenger concepts. If the emerging trend comes to fruition, it will decentralize freight delivery and passenger travel, as well as land use around major airports. Historically, logistics real estate clustered heavily around ...

Gold has long been sold to investors as a hedge against inflation. That story is appealing, intuitive and wrong far more often than it is right. Rob Brown and Bo Wang, authors of the study “Gold: The Ultimate Behavior Bias,” published in the June 2026 issue of The Journal of Investing, make the case that gold is not a reliable inflation mitigant and that its popularity owes much more to ...

Whenever I speak at investment conferences, I like to point out that we invest in a number of publicly traded airports. I even list them: Spain’s Aena. Aeroports de Paris. Zurich Airport. Airports of Thailand. Two of the world’s largest operators, Grupo Aeroportuario del Sureste and Grupo Aeroportuario del Pacifico, trade in Mexico. Almost invariably, I get ...

Frank Haggerty, senior portfolio manager for REIT strategies at Duff & Phelps, explains the rally.

In a sponsored report published in the October issue of Real Assets Adviser, Aizhan Meldebek, global infrastructure strategist at Macquarie Asset Management, explains how infrastructure’s physical characteristics make it unlikely to be displaced by AI.

In a sponsored report published in the October issue of Real Assets Adviser, Steve Kirschner, senior vice president – national institutions at Redwood Investment Management, explains why in an environment where conditions can change quickly, relying solely on onboarding diligence is no longer sufficient.

In a sponsored report published in the October issue of Real Assets Adviser, Steve Kirschner, senior vice president – national institutions at Redwood Investment Management, looks at the importance of knowing whether the distribution rate is funded by return of capital or net investment income.

In a sponsored interview published in the October issue of Real Assets Adviser, David Butler and Andy Stewart, co-CEOs of Argosy Real Estate Partners, discussed how the Opportunity Zone market has evolved, why the program was a natural extension of Argosy's lower middle market allocator strategy, and how investors should evaluate the next generation of Opportunity Zone managers.

In a sponsored supplement that accompanied the October issue of Real Assets Adviser, MLG Capital presented a synopsis of their most recent Market View.

In a sponsored supplement that accompanied the October issue of Institutional RealEstate Adviser, the founders of Agentic Assets, Dr. Cayman Seagraves and Dr. Stace Sirmans, spoke with Geoffrey Dohrmann, founder, chairman and CEO of Institutional Real Estate, Inc., about their AI tech­nology company, which builds AI platforms specifically for insti­tutional commercial real estate.

In a sponsored supplement that accompanied the October issue of Real AssetsAdviser, Will McIntosh, founder and CEO of ArcBridge Research Group, spoke with Geoffrey Dohrmann, founder, chairman and CEO of Institutional Real Estate, Inc., about why he built an outsourced research business, and why independent research is needed in the industry.