Videos & Podcasts

Shop Talk: Infrastructure investment opportunities from the 5G economy

What is 5G and why is it so important? What impact will it have on U.S. and global infrastructure? What are the investment opportunities? How quickly will it roll out? What role are cell tower REITs like to play? Cohen & Steers executive Ben Morton — head of global infrastructure and a senior portfolio manager for firm’s infrastructure portfolios — joins the program to explain. Morton’s report on the coming 5G economy can be downloaded at the firm’s website, be…

Inside the Edition: Eric Kittner, managing partner and chairman of Moneta

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Eric Kittner, managing partner and chairman of Moneta. Kittner’s cover profile appears in the January 2020 edition of Real Assets Adviser. (02/2020)

Inside the Edition: Recession risk, debt funds and climate risk

Investors have been wondering aloud about where we stand in the economic cycle and when the next recession will strike. Meanwhile, debt funds — some of which have been beefed up in anticipation of recession — have seen a precipitous drop in their fundraising efforts. Then there are worries about climate risk, particularly in certain U.S. and global cities. Loretta Clodfelter, senior editor of Institutional Real Estate Americas, a sister publication of Real Assets Adviser, takes us around the horn.…

In Focus: Don MacKinnon on the commercial real estate mortgage market

Don MacKinnon, portfolio manager at Sound Point Capital Management, discusses how the commercial mortgage market was historically financed by large institutions until the financial crisis of 2008 changed the dynamic and created a need for private capital. (02/2020) For similar videos from Don MacKinnon, visit: https://go.inland-investments.com/tax-advantaged-bond-alternative?utm_source=raa&utm_medium=ad&utm_campaign=inpt

Focus on Alternatives: David Johan on Alternatives in fee-based model portfolios

David Johan, managing partner at Altruist Advisors, discusses alternatives in fee-based model portfolios. (01/2020)

In Focus: Brian Zrimsek on millenials moving into management

Brian Zrimsek, industry principal at MRI Software, discusses the characteristics of Millenials, the approach Millenials take toward management, Millenials use of tech in the workplace and more. (01/2020)

In Focus: Tyler Grant on the REIT market

Tyler Grant, vice president, equity analyst at AEW Capital Management, discusses what comprises a publicly-traded REIT, why investors are interested in investing and the performance historically when compared to traditional real estate investments. (11/2019)

Shop Talk: Timberland investing for the 21st century

If you think you know the forest from the trees, think again. The forest, as explained to us by guest Bettina von Hagen, is rich with the wonders of nature, investment opportunities, climate change mitigation and environmental remediation. Why do investors need a differentiated approach to traditional timber investing? What is climate-smart forestry and why should investors consider it as a real asset investing option? How does climate-smart forestry foster innovation to create value for investors? What kind of hold…

Shop Talk: Opportunity zone projects anchored by sports stadiums

If you enjoy sports, particularly professional soccer, and you are interested in opportunity zones, we invite you to listen to this program with guest Brett Johnson, co-founder and partner of Fortuitous Partners, and co-chairman of the Phoenix Rising Football Club. He has embarked on a series of opportunity zone projects in cities such as Baltimore, Phoenix, and Pawtucket, R.I., for opportunity zone developments that are mixed-used projects anchored by sports stadiums that also encompass housing, retail, office and hotel. Brett…

Shop Talk: The driving force behind adviser interest in private real estate

How are advisers gaining exposure to private real estate? What is the typical minimum investment and hold time? How has tax policy affected private real estate investments? What is the rationale for including core real estate in investor portfolios? And how is it successfully integrated into a client portfolio? Scott Spalding, head of high-net-worth private markets at CBRE Global Investors, recently wrote a report on the subject and joins the program with answers. (12/2019)