Portfolio construction in uncertain markets needs to include non-U.S. stocks, securitized debt, liquid and illiquid alternatives, according to speakers at the Morningstar Investment Conference.
While much capital stalled earlier this year, those with liquidity and friendly relationships with their lenders can strike while the iron is hot and acquire value-add assets for their single-family portfolios.
In the past three months, trading in private real estate secondaries, including non-traded REITs, BDCs and private placements, has increased by an order of magnitude compared to last year, says the CEO of LODAS Markets.
Some investment pros have started to push back on the idea that commercial real estate as a whole is at risk. Some real estate developers are turning to AI to help with complex projects, reports Commercial Observer. These are among the must reads from around the real estate investment world to end the week.
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