Beyond Bulls & Bears

Quick Thoughts: Real Estate Disruptions Accelerate Active Opportunities
Alternatives

Quick Thoughts: Real Estate Disruptions Accelerate Active Opportunities

Our Head of Equities, Stephen Dover, and Onay Payne, Managing Director at Clarion Partners, believe reshoring supply chains, evolving office space and housing needs, and changing consumption preferences mark COVID-19’s disruptions and acceleration of trends. Commercial real estate can offer diversification, durable income, and leases indexed to inflation, providing opportunities for investors.

US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate
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US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate

The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real estate trends today and which areas look more promising than others.

Real Estate Breaks New Ground
Equity

Real Estate Breaks New Ground

The promotion of the real estate sector in headline Global Industry Classification Standard sectors for top indexes reflects investors’ long-standing acceptance of liquid real estate as an asset class and their awareness of its appealing characteristics.

Finding What’s Real in Real Estate

Finding What’s Real in Real Estate