David Sullivan

Market Commentary

Norges Bank Investment Management Uses REITs as Strategic Component in Real Estate Allocation

Norges Bank Investment Management’s real estate investment strategy combines 50% REITs and 50% private real estate investments to enhance diversification, access new and emerging property sectors, and optimize cost management.

10/31/2024

Market Commentary

PGIM Helps Australian Superannuation Fund Improve Diversification Using REITs

An Australian superannuation fund identified critical gaps in both property types and geographies within its commercial real estate portfolio.

10/28/2024

More Institutional Investors Will Likely Use REITs for Portfolio Completion

12/04/2023

Market Commentary

REITs Complement Private Real Estate

According to the 2023 Hodes Weill/Cornell Real Estate Allocations Monitor, institutions consider REITs to be a complement to private real estate in terms of filling allocation needs and addressing liquidity objectives.

11/16/2023

Nareit Developments

Nareit Conducts Institutional Investor Meetings in New York

The meetings included large foundations, endowments, consultants and investment managers.

09/22/2023

Market Commentary

Norges Bank Investment Management: Public and Private Real Estate All the Same in the Long Run

Norges Bank Investment Management (NBIM) recently published a discussion note, “Drivers of Listed and Unlisted Real Estate Returns,” which analyzes the drivers of U.S. public and private real estate returns and evaluates real estate exposures in the context of a diversified investment portfolio.

09/11/2023

Market Commentary

In 2023 Institutional Investors Will Increasingly Use REITs in Portfolio Completion Strategies

REITs offer sector diversification by giving investors better access to property sectors that house the modern economy, such as cell towers, data centers, self-storage, health care, industrial, and logistics.

12/15/2022