In Focus: David Guarino on the state of the data center sector amid COVID-19 David Guarino, research analyst for data center and cell tower REITs at Green Street, discusses the main drivers of data center demand in 2020, the role of the private sector in 2021, how investors can participate in this market, and more. (02/2021)
How investment houses are creating digital IDs to ensure compliance and prevent fraud Compliance measures ensuring you know the true identity of your customers and that they are not laundering ill-gotten gains requires a lot of documentation and creates a huge amount of friction and inefficiency, racking up costs at some firm as high as 18 percent of revenue. Today, though, new technologies are giving finance and investment firms the capability to put stronger compliance measures in place for far less cost. How so? Matthew Unger, founder and CEO of iComply explains. (02/2021)
Why DSTs are hot and how they benefit real estate investors The Delaware Statutory Trust has attracted the attention of major investment managers and have become more prevalent on investment product platforms. To explain the trend toward DSTs — including why they are attractive to an aging cohort of real estate owners and those seeking tax benefits — we welcome to the program Chay Lapin, senior vice president of Kay Properties & Investments. (02/2021)
Digital Infrastructure Update and Market Outlook (Jan 2021) Data centers and cell towers served as essential assets supporting our digital transformation throughout 2020. Brandon Hunt, Portfolio Manager at Strategic Capital Fund Management, shares his insights on market trends, tenants and what the future may hold for these dynamic real assets. (02/2021) Read Investing in cell towers: 5G is expected to take them to new heights by Jim Condon, president of SCFM, and download this free Digital Infrastructure Update Third Quarter 2020 report for these answers and more.
In Focus: David Scaysbrook on investment options in the energy transition David Scaysbrook, managing partner and co-founder of Quinbrook Infrastructure Partners, discusses surprising or overlooked areas of investment for institutional investors, key risks and opportunities arising from the energy transition and how investors can optimize their ESG and financial return objectives through the right manager strategy. (02/2021)
Trends driving data center real estate, part 3: Diversification strategies for private wealth advisers Bryan Marsh, CEO at Strategic Data Center Fund Manager, explains why data centers appeal to smart-money investors. Look for part 1 here and for part 2 here. (02/2021) Read this article Data Center Real Estate, a bright spot for real assets here.
The space economy and how to invest The next great leap in investing is the space economy, which is on the edge of liftoff, according to Morgan Stanley. Already estimated to be a $350 billion business, the space industry could surge to more than $1 trillion by 2040. The risks to investors? Among them is “space junk.” Sinead O’Sullivan — who has worked for NASA, JPL and MIT — explains. (02/2021)
In Focus: Uma Pattarkine on the ESG case for real assets Uma Pattarkine, analyst, investment strategy CenterSquare Investment Management, discusses the environmental, social and governance case for real assets, and the future of ESG. (02/2021) To read about how institutional real estate investors across the globe are implementing environmental, social and governance (ESG) principles as part of their overall investment approach, as they embrace the credo of “doing well by doing good in the latest ESG Means Business, Spring 2021, a special report published by Institutional Real Estate, Inc. in cooperation…
Inside the Edition: An interview with cover profile Brandon Thomas, co-founder and CIO of Envestnet This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Brandon Thomas, co-founder and CIO of Envestnet. Thomas’ cover profile appears in the February 2021 edition of the magazine. (01/2020)
The hydrogen energy future and how to invest The forever distant hydrogen economy is distant no more — it is now investable. But questions still swirl around this opportunity, such as: What advantages hydrogen offers vis-à-vis other renewables? How quickly will the hydrogen economy advance? Where does hydrogen fit into the energy matrix? Which organizations are at the forefront of research and investing? Joining the program are Janet Howard and Taleesha Thorogood of Fasken, a Canada-based law firm. (01/2021)