Longer-form thinking on where the market goes.
6 white papers
Analysis of whether private market secondaries are creating efficient liquidity solutions or delaying actual exits for investors.
Analysis of positive one-year returns in Core and Core-plus real estate funds and implications for strategy selection amid broader asset class recovery narrative.
Analysis of how investors can identify and mitigate underperformance risks stemming from liquidity constraints and drag in semi-liquid private market funds.
Analysis examining the characteristics and strategies that differentiate high-performing real estate fund managers from underperforming peers during recent portfolio challenges.
Analysis of listed real assets' historical risk-adjusted returns and current market positioning relative to other asset classes.
A guide exploring how UK local government pension scheme funds approach manager selection and implementation strategy in impact-focused real estate investing.