Evelyn Lee
The pension plan’s head portfolio manager is seeking to allocate more capital to emerging sectors like industrial outdoor storage.
The top executive at the Singapore-based firm expects Western capital to return to the market when risk-return dynamics have stabilized.
The following tidbits give a further glimpse into the character of one of the best-known investor names in private real estate.
Refinancing challenges for borrowers in the region can differ widely depending on the market where they are investing.
CalSTRS’ head of private markets pushed for big changes during his 20-plus years at one of the world’s largest property investors. He is not done pushing yet.
Most assets need an additional 15-20% in reserves to address refinancing issues, according to the advisory firm’s co-founder.
Those who believe conflicts elsewhere in the globe do not have an impact on their investments should think again.
The executives will be the New York-based asset manager's first dedicated heads of real estate since Marcus Sperber departed in 2019.
In this podcast, Abby Rosenbaum of Oxford Economics discusses how two key global conflicts will be a drag on performance in differing ways.
The heightened risk of conflict around the world is creating major shifts in real estate capital flows.