Section
Real Estate
67 posts
The Diversification Power of Real Liquid Alternatives
Listen on The Move Jeff Evans and Travis Wetsch, Portfolio Managers with TD Asset Management Inc., join…
Housing Is Correcting, Not Crashing
by Carl R. Tannenbaum, Executive Vice President and Chief Economist, Northern Trust A cooler housing market isn't a…
Inflation-Fighting Properties
by Matthew Kaplan, Head of Almanac, Neuberger Berman Real estate has tended to get a prominent page in…
Housing Goes from Graham to Munger
by Cole Smead, Smead Capital Management Dear fellow investors, Ben Graham is ascribed as being the father of…
Jeffrey Sherman – Macro-Outlook: How Should Investors Be Positioning?
Jeffrey Sherman, Deputy CIO of Los Angeles-based DoubleLine Capital, which manages $137-billion in AUM joined us for an…
Housing: Driver of Average Wealth
by Cole Smead, Smead Capital Management We have been in many discussions with our investors, people in the…
Gimme Shelter: Housing’s Surge at Turning Point?
by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Company Ltd. In the years leading up to…
Here’s Why the US May Have a Housing Boom for the Next 5 Years
by Bryce Coward, CFA, Knowledge Leaders Capital The United States is just at the beginning of a housing…
The Rodney Dangerfield Housing Market: No Respect
by Cole Smead, Smead Capital Management “I don’t get no respect from anyone. Last week my house was…
Building Blocks for Successful Real Estate Investing
Why we think the coronavirus crisis has demonstrated the benefits of real estate company investing. by Matthew Kaplan,…
The Stark Reality in Commercial Real Estate
by Chris Kerlow, Alexander Tjiang, Craig Basinger, Derek Benedet, Richardson GMP “Everyone has a plan until they get…
Yes, There Was a Housing Bubble, But Not Now
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios One of the worst…
Real assets, real opportunity
by Oliver Field, Russell Investments That new apartment complex across the street. The toll bridge you used to…
Real Estate & Infrastructure: Compelling Alternatives for Superior Diversification
When it comes to alternative assets, real estate and infrastructure have long been a staple for pension plans and foundations. Tom Dicker and Frank Latshaw discuss the compelling diversification benefits provided by the two asset classes.
Evolution of Canadian REITS
by Smita Chirputkar, Director, Global Research & Design, S&P Dow Jones Indices The Canadian REITs industry will mark…
