Any funds (larger than 200MM AUM) play in Both CRE and another Asset class?
I'm curious if there are any other funds that either plays Arb strategies or long-shorts between Commercial Real Estate and another asset class. During my stint in CRE I haven't come across another firm that has invests in both CRE and another asset class as part of a larger portfolio management strategy. Even talked to a few quants and pms at JPM and Blackrock. I couldn't get any info around this topic. I have so far only ever seen real estate as an inflation hedge. I am coming to the opinion that CRE is just insolated from the rest of finance.
Do you guys know of any firms or strats? I feel like I should be wrong here. A Relationship must exist.
CRE and other structured credit strategies can go hand in hand in a portfolio together and is not that uncommon. The issue is a lot of CRE strategies have longer maturities/durations so they can cause an asset-liability mismatch in a commingled fund structure that has quarterly liquidity
Consequatur consequatur quis accusamus eos. Voluptate est consequatur quisquam consectetur et inventore ipsum. Eum ut aliquid nemo quis. Dolore laudantium inventore non dolor provident. Praesentium sed iusto dolorem est voluptatem.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...