End of Year Allocation?
In recent news, BlackRock seals $12B HPS deal! This is a big news in the private and alternative market space. You can read more here. Why is this important? It shows again that many institutional investors are getting more involved in the alternative investment space, either by building new platforms or simply by acquiring existing ones. According to its website, HPS has $123 billion AUM in Private credit, which includes real estate debt and equity. We have been steadily building our retail investor platform to provide access to alternative investment opportunities such as real estate. These big moves by some of the largest ...
S&P 500 Forecasted to drop to 3% over the next 10 years?
According to research at Goldman Sachs that's what they are predicting. In a recent post by their Chief U.S. Equity Strategist pointing to recent research, they say that: "We estimate the S&P 500 will deliver an annualized nominal total return of 3% during the next 10 years (7th percentile since 1930) and roughly 1% on a real basis. Annualized nominal returns between -1% and +7% represents a range of likely outcomes around our baseline forecast and reflects the uncertainty inherent in forecasting the future. During the past decade the S&P 500 posted a 13% annualized total return (58th percentile)." See ...
$60 trillion in alternatives by 2032?
You read that right.....gulp! That is an eye-watering number, but Bain & Company suggests it in its recent analysis, "Avoiding Wipeout: How to Ride the Wave of Private Markets." They say: Wealth and asset managers are now favoring private markets because the business models that have dominated asset management for years have nearly run their course,” said Markus Habbel, global head of Bain’s Wealth & Asset Management practice. Private assets constitute a much larger market than public assets and offer potentially higher yields, diversification, and in cases such as real estate—a hedge against inflation. Our research shows there ...
THE US PRESIDENTIAL ELECTION 2024: CALTIER THOUGHTS
We wanted to share some insights on how we think the upcoming presidential election could potentially affect the real estate market. Considering the differing policies and approaches of both the Democratic and Republican parties, the outcome of this election has the potential to present a combination of opportunities and challenges. Just so you know, these are just our opinions and certainly should not be used to make investment decisions. In this political climate things change quickly so what we think might happen may not at all! Scenario 1: A Republican Win Let's examine what a Republican win in the next ...
A Beginner’s Guide to Real Estate Crowdfunding
We created this article as a guide for those seeking more information on Real Estate Crowdfunding. Please consult your advisor before making any investment decision. This is for informational purposes only. Real estate crowdfunding is an exciting (and relatively new) way for investors to diversify their portfolios and get into a powerful asset class without a massive capital infusion. Crowdfunding can make it easier to invest in real estate by letting large numbers of investors pool their resources to buy a stake in large commercial projects. However, there are some definite best practices you might want to follow — and ...
Class A, Class B and Class C Property Explained
Our investors often ask about the difference between Class A, Class B, and Class C properties. While there are some boundaries between these three real estate classifications, there are no official guidelines. We’ll go into the details below, but in a very simple sense: Class A properties are investment-grade, high-quality properties that are extremely desirable and attract high-income renters. Class B properties are one step down from Class A, generally older, and typically need more work and upgrades, but they have more potential to add value. Class C properties need significant renovations and improvements and typically offer the greatest upside ...
