Asset Allocation
Warehouses Outperform in Cloudy Commercial Real Estate Environment
Warehouses have been red-hot for a long time but show no signs of meaningfully slowing down.
Warehouses have been red-hot for a long time but show no signs of meaningfully slowing down.
Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure.
Pension funds and other institutions are considering investing in problem properties via KKR, Apollo, Blackstone, and other Wall Street players. The goal: turnarounds.
China, some US cities could face glut due to aggressive development.
Investors can take either long or short bets on asset class.