Revisiting the case for active management in US REITs As earnings growth moderates across the REIT sector, opportunities for active management emerge
SteelPath September MLP update and news Private equity has continued to invest in midstream as earnings season concludes better than expected
Private equity continues to invest in midstream Opportunistic investors are taking advantage of the disconnect between solid fundamentals and currently low valuations
US REITs stand out in the trade war trenches US REITs have been a recent standout versus broader markets given their relatively defensive characteristics and stable businesses
August 2019 MLP Update and News Q2 earnings season starts strong, IDR eliminations and MLP sector update
Balancing your strategic asset allocation with US REITs A core US REIT allocation to improve long-term risk-adjusted returns
Are you getting enough diversification from your alternatives allocation? Our research shows that most portfolios aren’t maximizing the diversification potential of alternatives
A preferred approach to US REIT investments Making the case for US REIT preferred stock in flexible real estate portfolios