On The Insightful Investor, Cathy Marcus shares perspectives on market cycles, investment discipline, and finding opportunity in a changing investment environment.
High-yielding commercial mortgage-backed securities (CMBS) sit at the crossroads of real estate debt and liquid credit investing. In this episode of Alternative Angles, Fidelity Portfolio Manager Matt Torchia and Host Steve Rosen discuss how this nuanced and less efficient market can help provide investors with an attractive…
Listed real estate continues to trade at a discount to the broader equity market, while dividend yields have been steady at attractive levels. Does the sector offer sufficient investor appeal over the coming years?
Jennison’s Dmitri Rabin gives an in-depth review of structured assets, including trends in real estate, government policy, consumer health, and the economy.
The macroeconomic environment for CMBS has changed dramatically over the past several years. How do CMBS investors build diverse, quality exposure and find opportunities in this asset class? Jennison’s Adriano Taylor-Escribano discusses options in the latest Clipping Coupons podcast.
Investor preferences and strategies always matter, and in real estate that means getting the risk appetite right. In this episode of Alternative Angles, Ellen Hall, head of direct real estate at Fidelity, and David Kozlicki, global head & CIO of real estate, Unified Global Alternatives at UBS Asset Management, join host…
