What Limited Partners Are Saying About Infrastructure
Jan Mende of our Real Assets Consulting group recently discussed the sentiments of U.S. limited partners (LPs) about infrastructure in a video interview. Interest in the asset class is growing, she said. Investors who have made allocations to infrastructure are satisfied with its performance and would like to increase their exposure, while investors not yet in […]
The Rise of Infrastructure Debt Investments
View PDF Infrastructure can be broadly described as facilitating the movement of people, goods, and ideas, and it is essential for the economic productivity of a society. Infrastructure assets include regulated utilities, transportation assets, energy assets, communication assets, and social infrastructure. Before the Global Financial Crisis (GFC), traditional banks were responsible for nearly 90% of […]
Best Location for Real Estate? Europe
The NCREIF Property Index advanced 1.7% during the third quarter (1.1% from income and 0.6% from appreciation). This marked the 35th consecutive quarter of positive returns for the Index. In the second quarter, appreciation return increased from the first quarter, the first such gain since the first quarter of 2015. But in the third quarter […]
Jan Mende in Pensions and Investments: Infrastructure
Callan’s Jan Mende recently appeared in the Pensions and Investments roundtable feature, “What Does the Future Hold for Infrastructure Investing?” covering a wide-ranging set of topics of interest to infrastructure investors.
A Small Bounceback for Real Estate
View PDF The NCREIF Property Index advanced 1.8% during the second quarter (1.2% from income and 0.6% from appreciation). This marked the 34th consecutive quarter of positive returns for the Index. Appreciation return increased from the previous quarter, the first such gain since the first quarter of 2015. Industrial (+3.1%) was the best-performing sector for […]
New Year, New Lows for Real Estate
View PDF The NCREIF Property Index advanced 1.55% during the first quarter (1.15% from income and 0.40% from appreciation). This was the lowest return since 2010, eclipsing the fourth quarter’s mark of 1.73%. Appreciation fell for the eighth consecutive quarter and made up less than a third of total return. Industrial (+2.83%) was the best-performing […]
Creating Our Real Estate Indicators
Download Our Real Estate Indicators Our Real Estate Indicators, which attempt to provide insight about the commercial real estate market cycle, play a vital role in our conversations with clients and our approach to investing in this asset class. In this edition of our Real Assets Reporter, I describe the reason we developed the indicators, the process we […]