Videos & Podcasts

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)

Focus on Alternatives: Opportunity zones and the ideal investor

Jonathan Miller, CEO of Parsonex Capital Partners, discusses the opportunity zone legislation, what attracts investors to the prospect, how they can take advantage of opportunity zones, time limits for investing, and more. (12/2019)

In Focus: Juan Hernandez on digital investing

Juan Hernandez, founder and co-CEO of Openfinance, discusses how digitization is gaining traction in the secondary market. (12/2019)

Inside the Edition: Michelle Mathieu, CIO of Fulcrum Capital

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Michelle Mathieu, CIO of Fulcrum Capital. Mathieu’s cover profile appears in the December 2019 edition of Real Assets Adviser. (11/2019)

Shop Talk: Core investing in agriculture

What constitutes core investing in agriculture? What are the components of smart ag sleeve in an investment portfolio? How has farmland investing been trending among investors? Is now an especially good time to invest in ag? How is it expected to perform during the next recession? Brandon Zick, who manages investments for Ceres Partners, offers some answers. (11/2019)

Shop Talk: Which property type will be most durable during the next downturn

Even during times of economic distress there are some real estate property types or strategies that prove resilient. As investors reformulate their portfolios in anticipation of an expected real estate downturn, which property type or strategy would they be wise to bolster in their portfolios? We take that question to Spenser Allaway, an analyst on the retail research team with Green Street Advisors. (10/2019)

Shop Talk: Why has everybody stopped talking about biofuels?

Biofuels used to be a major talking point in conversations about renewables, but they seem to have disappeared from the scene as solar and wind power have escalated as clean energy sources. Why the silence about biofuels? Do they still have a future? Are there technological breakthroughs in the offing? Do investment opportunities exist? To learn more, we asked biofuel and biomass expert Naoko Ellis, professor of chemical and biological engineering at the University of British Columbia, to join us.…

Shop Talk: The art and science of real estate forecasting

Forecasts underwrite every investment decision and are particularly important in real estate because capital commitments are often long term, assets are high value, and transaction costs are high. David Rees, a regional director of research for JLL Asia Pacific, joins the program to discuss the methodology and unique challenges real estate forecasting poses. (10/2019)

Shop Talk: Microsoft spearheading high-speed rail plan for Northwest

The US High Speed Rail Association is collaborating with Microsoft to produce the Cascadia Rail Summit at Microsoft headquarters in Redmond, Wash., to investigate the prospects of a so-called Cascadia Innovation Corridor rail system running from Vancouver, B.C., to Portland, Ore., with an eye toward creating a rival to Silicon Valley. A study completed in July 2019 by the Washington State Department of Transportation estimates that a state-of-the-art high-speed rail system would generate $355 billion in economic development for the…

Shop Talk: The challenges faced by advisers seeking to use alts and real assets

What are the primary challenges faced by advisers looking to add real assets to client portfolios? What knowledge are they lacking? Overall, how receptive are most advisers to real assets? What hard asset classes are most in demand by advisers and investors? And how do commission and compliance issues come into play? Matt Malone, a managing director at FS Investments, oversees product management of FS Investments’ real estate platform, including FS Credit REIT. He joins the program. (10/2019)

Shop Talk: The continuing case for investing in apartments

Despite a long expansion, high rents and an economic slowdown, Tim Ballard, co-founder and president of Buchanan Street Partners, makes the argument that apartment rentals will continue to see outsized demand for a long time to come. (10/2019)

Keith Lampi on 1031 Exchanges

Keith Lampi, president at Inland Private Capital, discusses how 1031 Exchanges began, the evolution of the industry and the current status of this tax-deferred real estate transaction. Advisors looking for similar educational videos should visit The Inland Academy. (10/2019)