An overview of infrastructure and master limited partnerships

Part 2 in a series focusing on different types of alternative investments

Time to read: 4 min

Infrastructure is a topic that has been in the news consistently over the past year. Importantly, everyone seems to agree that whatever infrastructure is, the country needs more of it. Given this rare moment of national consensus, I want to welcome you to the second installment of my blog series focusing on the different types of alternative investments. My last blog focused on real estate. Today, we will drill down into the infrastructure sector and a popular subsector, master limited partnerships (MLPs).

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Why invest in real estate?

Part 1 in a series focusing on different types of alternative investments

Anyone who has purchased a home is a real estate investor — but there’s a big difference between taking on a mortgage and investing in office buildings, malls or industrial parks. In this blog, I explain the basics of real estate investing, the potential benefits, and the ways that individuals can add real estate exposure to their portfolio.

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Spring training for alternatives investors

Getting back to basics with alternative investments

Time to read: 3 min

As a big baseball fan and the father of a college baseball player, this is a joyous time of the year for me — it signals the return of baseball with the start of spring training. A primary goal of spring training is getting the players back to basics by focusing on the fundamentals of the game. By doing so, the players ensure they are ready to go when the season begins. In honor of spring training, I’d like to take investors back to the basics and fundamentals of alternative investments (or alts).

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Balancing your strategic asset allocation with US REITs

A core US REIT allocation to improve long-term risk-adjusted returns

Time to read: 3 min  

The basis of asset allocation is to combine asset classes that have low performance correlations, with the goal of optimizing the risk-return profile of the overall portfolio. A traditional strategic asset mix includes allocations to both stocks and bonds — but less often do we see a targeted allocation to US real estate investment trusts (REITs) in that mix for individual investor portfolios.

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Retail real estate faces a reckoning

Our focus is on higher-quality REITs that are evolving

Time to read: 5 min

Retail real estate is in the midst of a significant transitional phase due to the changes wrought by e-commerce. At Invesco Real Estate, we believe retail real estate investment trust (REIT) landlords should work to differentiate themselves from e-commerce by re-tenanting, undergoing redevelopment and creating mixed-use retail ecosystems. Through our team’s fundamental lens, we have observed a widening gap between higher-quality and lower-quality retail real estate. In this blog, we briefly explore one of the top retail real estate operators today, as the team believes that selectivity within the retail REIT sector is essential due to the deepening bifurcation between the haves and have-nots.

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Expert outlooks reinforce the case for alternatives

With market stress and volatility in the forecast, alternatives may help provide needed diversification

Time to read: 3 min

For almost a decade, we have witnessed a historic bull market characterized by high equity returns, low volatility and low interest rates. In my opinion, it seemed like most investors believed all that was needed to be successful was to pile into equities and not worry about diversification (or anything else, for that matter). Frequent readers of my blogs know I have been cautioning investors to prepare for lower equity returns, increased volatility and rising interest rates. I’d like to share three recent news stories that share a similar view of the markets. Given the increasing prevalence of this view, investors may wish to consider alternative investments.

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