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By

Brant Goodrich, CFA

Office to Residential Conversions – Will the Supply Meet the Demand?

In almost every major U.S. city center you will see massive office towers being converted into multifamily buildings. A common question is how will these huge new apartment complexes be filled with new residents? Population and new construction data suggest that it depends on what city you are in. If you look to a skyline...
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When will rising interest rates break the momentum in housing prices? The answer is likely not until the rental market cools.

Rising home prices across the United States have been a main contributor to recent inflation. Blame for these inflated prices can be placed upon a period of record low interest rates and a savings stock-pile built by U.S. consumers coming out of the COVID-19 pandemic. Recently, Inflation has run out-of-hand, and the Fed responded by...
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Boyd Watterson has engaged iES MACH to track energy consumption data and energy saving initiatives across our real estate portfolios.

Boyd Watterson’s approach to ESG starts with placing the clients’ interests first. For our Real Estate portfolios, putting our clients’ interests first through ESG means careful scrutiny of our ESG initiatives to ensure that these decisions are aligned with our return targets and provide a similar or better risk and return profile than investing capital...
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Despite large differences in the risk and return profiles of publicly traded REITs and private real estate funds, the risk-adjusted returns of these two real estate investment types tend to follow each other more closely, most notably during recessions.

Although both publicly traded REITs and private real estate funds follow the same investment thesis (invest in real estate by pooling investor capital), both fund types have historically provided different risk and return profiles to investors. To examine these differences, we will use the FTSE Nareit All REITs index (FNAR) as a proxy for publicly...
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