The Weekly Take from CBRE

Tomorrow Is Today: What is the future of core funds?


Listen Later

Barings’ John Lippmann and CBRE Investment Management’s Elisabeth Troni share strategies for navigating risk and unlocking value in core real estate investment portfolios. From alternatives to secondary markets, top funds are adapting to outperform in a shifting landscape.


Key takeaways on evolving investor strategies:

 

·      Alternatives are reshaping core portfolios, with newer funds allocating heavily to data centers, seniors housing and single-family residential.

·      Operational expertise is a performance driver, particularly in shorter-lease-term asset types that require service-oriented models.

·      Smaller markets offer strategic upside, with investor focus shifting to high-growth, affordable areas like El Paso and West Palm Beach amid demographic and affordability trends.

·      Flexible fund structures allow managers to hold through market cycles and avoid forced sales in illiquid environments.

·      Benchmarking tools enhance insights into income vs. appreciation return potential and help investors measure returns.

...more
View all episodesView all episodes
Download on the App Store

The Weekly Take from CBREBy CBRE

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

154 ratings


More shows like The Weekly Take from CBRE

View all
Exchanges by Goldman Sachs

Exchanges

976 Listeners

The Best Ever CRE Show by Joe Fairless

The Best Ever CRE Show

991 Listeners

America‘s Commercial Real Estate Show by Bull Realty

America‘s Commercial Real Estate Show

141 Listeners

Masters in Business by Bloomberg

Masters in Business

2,169 Listeners

Odd Lots by Bloomberg

Odd Lots

1,869 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

POWERS by Chris Powers

POWERS

495 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,293 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,810 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,550 Listeners

The TreppWire Podcast: A Commercial Real Estate Show by The TreppWire Podcast, A CRE Show

The TreppWire Podcast: A Commercial Real Estate Show

213 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

434 Listeners

The Walker Webcast by Willy Walker

The Walker Webcast

151 Listeners

Moody's Talks - Inside Economics by Moody's Analytics

Moody's Talks - Inside Economics

317 Listeners

The Rent Roll with Jay Parsons by Jay Parsons

The Rent Roll with Jay Parsons

40 Listeners