Podcasts about Real assets

Why is gold suddenly back in the spotlight?In this episode of Tank Talks, Matt Cohen sits down with Peter Grosskopf, a seasoned veteran in the precious metals and investment management world. Peter has seen it all. He helped scale Sprott from $5 billion to over $20 billion in assets under management, and now, he's co-founded Argo Digital Gold, a platform pioneering the tokenization of physical gold.Peter breaks down how gold is reasserting itself as the ultimate hedge against today's inflation, debt crises, and financial uncertainties. From the global financial crisis to the latest trends in digital gold, they explore how gold remains the bedrock of wealth preservation and why even the tech-driven world is waking up to its importance. Plus, hear why Peter believes tokenization is the key to democratizing access to gold for everyday investors.Peter shares his wealth of knowledge on the role of gold in modern portfolios, how blockchain is transforming the way we interact with real assets, and why long-term patience with gold has paid off for investors. Get ready for a deep dive into gold's resurgence and what it means for the future of investment.The Role of Gold as a Defensive Hedge (02:03)Why gold acts as a key insurance asset in uncertain times and how it has performed during global financial crises. Peter explains why gold often takes a short-term dip but then explodes as a long-term haven.Scaling Sprott to $20 Billion (03:06)Peter discusses the pivotal moment that drove the growth of Sprott, focusing on the creation of physically-backed ETFs that gained the trust of investors globally. Learn how this became a game-changer for the company's success.Real Assets and Family Office Strategies (09:14)A discussion on how real assets like gold and silver have become crucial in the portfolios of family offices, foundations, and institutional investors. Peter explains how real assets help hedge against inflation and government-controlled currencies.Gold's Role in Today's Macro Environment (12:09)How gold is perceived by investors in a high-debt, inflationary world. Peter shares his thoughts on why governments are turning to gold and how this is affecting the gold market globally.Tokenization of Gold and the Future of Blockchain (25:02)Peter outlines his involvement in tokenizing physical gold and the benefits it brings to the retail and institutional markets. We explore how blockchain is disrupting traditional gold storage and trading, creating 24/7 access with lower fees.The Gold vs. Bitcoin Debate (32:29)In a world where both gold and Bitcoin are being digitized, Peter shares his thoughts on how they can complement each other and why gold remains the more stable choice for wealth preservation.Gold in the Future of Investment (35:01)What's next for the precious metals market as governments try to navigate their debt crises and central banks keep a close eye on gold? Peter discusses the future of gold in both physical and digital forms.About Peter GrosskopfPeter Grosskopf is a renowned leader in the precious metals space, having served as the CEO of Sprott, where he played a pivotal role in scaling the firm's assets under management from $5 billion to over $20 billion. He is also the Co-Founder of Argo Digital Gold, a platform at the forefront of tokenizing physical gold. With extensive experience in both the resource banking and asset management sectors, Peter has advised family offices and institutional clients on real asset strategies. As a director of Agnico Eagle Mines and the World Gold Council, he brings deep insight into gold's macroeconomic role and its function as a defensive hedge in volatile times.Visit the Argo Digital Gold website: https://www.argovault.com/Connect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

After years of hype, ethical and green investing has cooled. But instead of going away, it's evolving.Sean Aylmer speaks with Dugald Higgins, Head of Responsible Investment and Real Assets at Zenith Investment Partners, about where sustainable investing now sits, why Australia has held steady while other markets pulled back, the difference between ESG and sustainability, and how new climate reporting rules could reshape investment decisions.This is general information only. Seek advice tailored to your circumstances before making investment decisions.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Most people don't realize they're building a job until it's too late. In this episode, I sit down with entrepreneur, investor, and philanthropist Candy Valentino to break down the difference between being self-employed and building a business that creates freedom, wealth, and optionality. Candy shares why so many entrepreneurs end up in golden handcuffs, how social media glamorizes entrepreneurship without telling the truth, and why intention matters more than hustle. Get ready to stop trading time for money and start building something that works for you. In This Episode You Will Learn The difference between building a BUSINESS and building yourself a JOB. Why many entrepreneurs end up in GOLDEN HANDCUFFS. How social media GLAMORIZES entrepreneurship while hiding the truth. The importance of designing your business with an EXIT in mind. Why LEADERSHIP is different from management. How jumping into “save everything” trains your team to NEED you. The mindset shift from instant gratification to LONG-TERM WEALTH. How investing in REAL ASSETS creates freedom beyond income. Check Out Our Sponsors: Shopify - Sign up for a one-dollar-per-month trial period at shopify.com/monahan Quince - Step into the holiday season with layers made to feel good and last from Quince. Go to quince.com/confidence Timeline - Get 10% off your first Mitopure order at timeline.com/CONFIDENCE. Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/confidencefree Resources + Links Get Candy's book Wealth Habits HERE Learn more about Candy's work: candyvalentino.com Call my digital clone at 201-897-2553!  Visit heathermonahan.com Sign up for my mailing list: heathermonahan.com/mailing-list/  Overcome Your Villains is Available NOW! Order here: https://overcomeyourvillains.com  If you haven't yet, get my first book Confidence Creator Follow Heather on Instagram & LinkedIn Candy on Instagram & LinkedIn

Will Thomson returns! In this episode he has the audacity to suggest oil might be a smarter place to fish than gold. He also discusses copper as a theme. Bill likes Will. You should listen to Will. Will is a solid dude. Sponsorship InformationThank you to ⁠⁠Trata⁠⁠ for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠⁠trytrata.com/brew⁠⁠ OG Sponsor Shoutout!Thank you to ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth explain the critical building blocks of a resilient retirement portfolio. Whether you're just starting to think about retirement or already managing your super, understanding asset allocation is one of the most important investment concepts you'll ever learn. This isn't about picking the next hot stock or timing the market—it's about building a portfolio that can generate returns while managing risk over decades. Drew and James break down what asset classes actually are, why diversification matters more in retirement than at any other life stage, and the practical tools you can use to implement a smart asset allocation strategy. They also explain Modern Portfolio Theory in plain English and show you how to think about combining different assets to maximise your potential returns while keeping volatility manageable. If you like this Australian Retirement Podcast episode on asset allocation and diversification, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: - What is an asset class and why does it matter? - Breaking down the major asset classes: Cash, Fixed Interest, Shares, Real Assets, and Alternatives - Understanding asset allocation and Modern Portfolio Theory - Why diversification is critical when you have a finite pool of capital in retirement - The tools available to implement your asset allocation strategy - How different assets perform in different market conditions - Building resilience through both growth and income assets Resources for this episode Ask a question (select the Retirement podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Matthew Cypher, director of Georgetown University's Steers Center for Global Real Assets, discusses the 10-month master's program combining real estate, infrastructure, global finance and sustainability designed to prepare young professionals to lead a rapidly evolving investment market. What's more, executive chairman and program founder Bob Steers, co-founder of Cohen & Steers, recently donated $10 million to fund full-tuition scholarships. (01/2026)

Matthew Cypher, director of Georgetown University's Steers Center for Global Real Assets, discusses the 10-month master's program combining real estate, infrastructure, global finance and sustainability designed to prepare young professionals to lead a rapidly evolving investment market. What's more, executive chairman and program founder Bob Steers, co-founder of Cohen & Steers, recently donated $10 million to fund full-tuition scholarships. (01/2026)

Matthew Cypher, director of Georgetown University's Steers Center for Global Real Assets, discusses the 10-month master's program combining real estate, infrastructure, global finance and sustainability designed to prepare young professionals to lead a rapidly evolving investment market. What's more, executive chairman and program founder Bob Steers, co-founder of Cohen & Steers, recently donated $10 million to fund full-tuition scholarships. (01/2026)

If you ever wondered what a Christian ought to do concerning investing, this is something you need to listen to.I explain IRA's, ROTH, 401k, Real Assets, Custodial accounts for minors, diversification, dollar cost averaging and much more! Start investing today and prepare for your future, your children's future, and your grandchildren's future just as God has told us to do in His Word. Please listen, share, and consider supporting this podcast on spotify!https://creators.spotify.com/pod/profile/pastorsteven153/subscribe#investing #biblicalfinance #Interest #401k #rothira #christianfinance #moneymanagement #financialfreedom #financialplanning

If you ever wondered what a Christian ought to do concerning investing, this is something you need to listen to.I explain IRA's, ROTH, 401k, Real Assets, Custodial accounts for minors, diversification, dollar cost averaging and much more! Start investing today and prepare for your future, your children's future, and your grandchildren's future just as God has told us to do in His Word. Please listen, share, and consider supporting this podcast on spotify!https://creators.spotify.com/pod/profile/pastorsteven153/subscribe#investing #biblicalfinance #Interest #401k #rothira #christianfinance #moneymanagement #financialfreedom #financialplanning

Scott Littman, Managing Director of Infrastructure Investments at GCM Grosvenor, joins host Stewart Foley, CFA, on the InsuranceAUM.com Podcast for a wide-ranging discussion on infrastructure as a core component of modern insurance portfolios.   The conversation explores how infrastructure is defined today, why essential assets with long-duration cash flows and inflation linkage have become increasingly important, and how insurers are approaching infrastructure across debt and equity strategies. Scott also shares insights on capital efficiency, regulatory considerations, and portfolio construction as insurers expand their allocations to real assets.   The episode concludes with a look at the current macro environment, including opportunities and risks across sectors such as energy, transportation, and data centers, and practical considerations for insurers building or refining infrastructure programs.

Need any advice or information, message us.As we step into 2026, we're joined by Casey Halloran, CEO of Namu Travel, Costa Rica's largest luxury travel company.  We reflect on how tourism evolved in 2025, the ripple effects on real estate and investing, and Casey's outlook for 2026 based on the data and signals he's seeing on the ground.Free 15 min consultation:  https://meetings.hubspot.com/jake806/crconsultContact us: info@investingcostarica.comCasey Halloran: https://www.linkedin.com/in/caseyjhalloran/

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Ryan Loehr sits down with Rob Percy, Chief Investment Officer of Cromwell Property Group, to unpack how one of Australia's most established real estate investment managers is reshaping its strategy for the next cycle.With more than 25 years' experience across global capital markets, Rob offers a candid look at Cromwell's transition to a more focused, capital-light investment platform following the sale of its European business. He explains how the group is thinking about capital allocation, partnerships - including Brookfield's recent cornerstone investment - and the structural shifts redefining office, data centres, life sciences, and other emerging real asset sectors.Rob also discusses how Cromwell is maintaining sector-leading office occupancy, what institutional tenants value most today, the growing importance of ESG and decarbonisation, and where he sees opportunity - and risk - as the next property cycle takes shape.For investors, advisers, and anyone watching the future of commercial real estate, this episode offers a clear, grounded view from one of the industry's most experienced CIOs.Continue the real assets and property investing conversation and hear from leading industry experts by downloading the recording of our recent webinar, 'Let's Get Real: Property & Real Assets'. Download here. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

En Capital Intereconomía, el Radar Empresarial ha puesto el foco en SpaceX, ante los movimientos estratégicos de la compañía y su posible salto a los mercados. En el bloque de inversión, hemos entrevistado a Javier López, CEO de SilverGold Patrimonio, para hacer balance de un 2025 histórico para los metales preciosos, con el oro consolidado en máximos y una plata disparada. López ha explicado cómo afrontar la volatilidad, qué estrategias seguir para invertir a medio y largo plazo, las oportunidades en platino y paladio de cara a 2026 y el papel que pueden jugar los metales en una cartera diversificada. También ha ofrecido claves prácticas para quienes quieren iniciarse en la compra de metales físicos. En el Foro de la Inversión, Gonzalo Ruiz, del equipo de Relación con Inversores de Crescenta, ha analizado el atractivo de los Real Assets y la incorporación de Qualitas Energy a la cartera, en línea con su reciente comunicación al mercado. El programa ha concluido con el Consultorio de Herencias junto a Itziar Pernía Gómez, socia directora de Legal por Naturaleza, centrado en la gestión patrimonial y las herencias internacionales. Pernía ha explicado por qué estas sucesiones son especialmente complejas, los errores más habituales, cómo evitar la doble imposición con planificación previa y la diferencia clave entre testamento y planificación patrimonial, subrayando la importancia de ordenar y proteger el patrimonio con visión de largo plazo.

Gonzalo Ruiz, miembro del equipo de Relación con Inversores de Crescenta, habla sobre los Real Assets y la incorporación de Qualitas Energy en la cartera. Crescenta es una gestora de fondos de capital privado regulada por la CNMV, nacida a raíz del cambio normativo de 2022 que permite a patrimonios de entre 100.000 y 500.000 euros invertir hasta un 10% de su patrimonio en capital privado. Según explica Gonzalo Ruiz, apoyada en este nuevo marco regulatorio y en una sólida base tecnológica, Crescenta ha desarrollado una solución que facilita al inversor retail el acceso a oportunidades de inversión que tradicionalmente estaban reservadas a grandes patrimonios e inversores institucionales. Asimismo, Gonzalo Ruiz profundizó en el concepto de Real Assets, destacando el capital privado como una herramienta clave para canalizar inversión hacia proyectos de economía real, estructurados en tres grandes áreas: real estate, infraestructuras tradicionales y transición energética.

Peter St. Onge breaks down the Fed cut, the real state of the economy, AI's hit to white-collar jobs, and why gold, silver, and Bitcoin are all moving on the same debasement trend. A sharp, fast conversation on markets, inflation, and where this cycle is heading.#federalreserve #ai #inflation -----------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 93 of the Investing in Impact podcast, I sit down with Nick Dilks, Co Founder and Managing Partner of Ecosystem Investment Partners (EIP), a firm that has quietly become one of the most important players in large scale ecological restoration in the United States.Nick grew up splitting time between Philadelphia and a family farm on the Chesapeake Bay. That early exposure to land and water shaped a life long focus on conservation. After a decade at The Conservation Fund structuring complex land deals, he co founded EIP in 2006 to answer a simple but difficult question.Can you use private capital, at scale, to restore degraded ecosystems while still meeting the financial expectations of institutional investorsOver almost twenty years, EIP has shown that the answer is yes.The firm acquires degraded land, restores wetlands, streams, and habitats, then sells mitigation credits to public and private developers that are required by law to offset their environmental impacts. It is a space where environmental protection, infrastructure, housing, and finance all intersect.In this conversation, Nick explains how mitigation banking actually works, why these markets are fully regulated and compulsory, how a new 400 million dollar fund will expand EIP's work, and why he believes more young people should bring serious financial skills into the environmental sector. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

This episode is sponsored by Manulife Investment Management and first appeared on The PERE Podcast As new industries evolve and accelerate, new opportunities are constantly arising for institutional investors in the private real assets space. It isn't always easy, however, for managers to grasp hold of these opportunities. As assets like data centers have become investable in recent years, managers have found that they need to devote time and effort to understand the dynamics around these unfamiliar assets. And the private markets industry has occasionally been guilty of obsessing over which labels to apply to emerging assets. This is the first episode of our Private Markets 2030 podcast miniseries, part of PEI Group's wider initiative exploring how private markets are evolving as we enter the decade's second half. Across the series, we unpack how managers can adapt, attract capital and deliver performance in an increasingly complex market. Joining us are three guests from Manulife Investment Management: Erin Patterson, global co-head of research and strategy; Maggie Coleman, the firm's chief investment officer for real estate equity and co-head of global portfolio management; and John Anderson, global head of corporate finance and infrastructure. They discuss how multi-product managers have an advantage in expanding into new opportunity sets and argue that a multi-product approach offers obvious benefits around diversification, while allowing managers the flexibility to pivot into new opportunity sets.

CBRE Investment Management's Co-CEO and CIO, Adam Gallistel, offers insights on where real assets investors can find strong return opportunities in today's market. He discusses shifting strategies amid higher interest rates, alternative asset classes, the role of operational expertise and why Europe offers attractive relative value right now. Prioritize operations and asset selection: Gallistel emphasizes that “hope is not a strategy”—returns will come from income growth and strong asset selection rather than relying on market-driven cap rate compression. Diversification matters: Niche sectors like data centers and student housing offer non-correlated income streams and resilience compared to traditional “big four” asset classes. Europe looks compelling: Europe offers relative value and growth potential, making it an attractive complement to a U.S. property portfolio. Infrastructure and power are critical: CBRE IM is investing in solutions like battery storage and renewable energy to capitalize on growing demand for power in the digital economy. Overlooked markets show promise: Gallistel sees opportunities in U.S. Midwest real estate markets as supply dynamics shift.

Interview recorded - 13th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Wasif Latif. Wasif is the President and CIO of Sarmaya Partners, with 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios.During our conversation we spoke about his market outlook, the return to tangibles, return of inflation, oil in 2026, commodities continue to run and more. I hope you enjoy! 0:00 - Introduction1:32 - Overview of markets8:58 - Driver of inflation?13:30 - Global or US trend?18:50 - Oil in 2026?22:38 - Importance of Oil & Gas26:48 - Commodities peaked?36:33 - One message to takeaway?Wasif has over 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios. Built and launched ETFs, mutual funds and managed account platforms.Wasif Latif -Website - https://sarmayapartners.com/ETF - https://sarmayaetf.com/X - https://x.com/sarmayakar24?s=21&t=vCJTBKSb-nIJ8eFKe0YAxgWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.miningweekly.com/article/bhp-mega-bid-and-10-000-copper-expose-minings-biggest-problem-2024-04-29

In this episode, Sierra Nicholson is joined by partners Jubilee Easo and Kristina Kopf Thomas to discuss emerging trends in real estate investment, the flow of capital in energy infrastructure, the role of risk management in creating value, and how innovation and geopolitics are shaping the future of energy and real estate assets.

Ramiro Iglesias, CEO y Co-fundador de Crescenta, analiza los fondos de Real Assets que tiene la compañía, las ventajas que tiene invertir en infra a través de fondos y la exposición a megatendencias e infra de vanguardia. “Somos disruptores y muy cercanos, la cercanía la hemos conseguido a través de la educación financiera”, asegura el invitado. Además, añade que “parar un poco el tiempo y explicar las cosas con buen contexto y con paciencia ha generado que la gente entienda conceptos financieros que le eran lejanos”. También destaca la disrupción de marketing que hacen, ya que para él es importante porque “una buena inversión te permite tener la vida que uno quiere”. ¿Cómo ha acercado la compañía la inversión en alternativos y líquidos a todo tipo de bolsillos? “Los fondos de Private Equity es una inversión que la gente veía lejano, pero gracias a un cambio de ley que hubo hace un par de años, nosotros vimos una oportunidad y a través de nuestra web, conseguimos que los inversores pudieran acceder a los mejores fondos de Private Equity del mundo”, ha apuntado el CEO y Co-fundador de Crescenta. ¿Qué es lo que ha aportado la empresa en este tiempo? El entrevistado señala que “han conseguido acceso a los mejores fondos y explicar qué es el Private Equity con muchísimo detalle”. ¿Cuántos vehículos ya cerrados tiene la empresa? “Hemos lanzado seis fondos y cerrado cuatro”, afirma Ramiro Iglesias. ¿Cuántos vehículos abiertos tiene ahora mismo la empresa? El experto explica que ahora “tienen un fondo de Private Equity activo reales que es Infraestructura Inmobiliario, que lo van a cerrar próximamente ya que están muy cerca de la comercialización”. ¿Cómo funciona el fondo Real Assets? El invitado explica y puntualiza que “la infraestructura es el activo que da soporte a un desarrollo económico”.

En el Radar Empresarial de hoy analizamos los resultados de Siemens, que muestra crecimiento en todas sus áreas de negocio pero aun así no logra convencer al mercado, que reacciona con cautela ante sus perspectivas. En Empresas Cotizadas, Ibon Naberan comenta la evolución y estrategia de All Iron RE I Socimi en un entorno inmobiliario exigente pero lleno de oportunidades en activos alternativos. En el Foro de la Inversión, Ramiro Iglesias, CEO y cofundador de Crescenta, explica las claves de su fondo de Real Assets, destacando las ventajas de invertir en infraestructuras a través de fondos especializados y la oportunidad que suponen las megatendencias y las infraestructuras de nueva generación. La jornada finaliza con el consultorio de fondos junto a Borja Nieto, cofundador de MiCappital, quien resuelve dudas sobre estrategias y asignación de activos en el entorno actual.

A new Wealthion era begins… Steven Feldman (Founder & CEO of Wealthion & GBI) and Peter Grosskopf (former CEO of Sprott and now Chairman of SCP Resource Finance) reveal their bold plan to launch SCP Real Assets: a next-generation broker-dealer built to help investors capture the coming anticipated boom in gold, silver, mining, energy, real estate, and infrastructure. After years of underinvestment, we believe the world is entering a major shift toward tangible, inflation-resistant, hard assets. This partnership puts the Wealthion community on the ground floor of that transformation, connecting investors with curated, institutional-grade opportunities usually reserved for insiders.

Recorded live at the Input Whispers: Jazz and Cigars event in Singapore, this special compilation episode created in partnership with Input PR, brings together four insightful conversations exploring the evolving frontiers of Web3, tokenization, fraud prevention, payments, and digital security.In this exclusive collection, co-host Josh Kriger sits down with some of the leading minds shaping the future of blockchain:Edwin Mata, CEO and co-founder of Brickken, on how Real World Assets (RWAs) and tokenization are revolutionizing capital markets and democratizing investment access.Pascal Podvin, co-founder and CRO of Nsure.ai, on leveraging AI to fight fraud and strengthen KYC in an increasingly complex crypto ecosystem.Konstantins Vasilenko, co-founder and CBDO of Paybis, on simplifying crypto onboarding, bridging fiat and digital currencies, and the global rise of crypto debit cards and stablecoins.Alex Katz, co-founder and CEO of Kerberus, on redefining real-time Web3 security, achieving zero user losses, and setting new standards for digital trust.From tokenized assets to next-generation security and payments, this episode captures the dynamic pulse of Web3 innovation straight from Singapore's vibrant crypto scene.Support us through our Sponsors! ☕

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Wasif Latif, President of Sarmaya Partners, to explore the “Return to Tangibles” investment thesis. Latif explains why commodities like gold, silver, copper, and platinum are outperforming tech stocks and bonds in today's market. He breaks down the geopolitical catalysts, surging industrial demand, and the performance of the LENS ETF—designed to capture this tangible asset boom. From silver's breakout and platinum's comeback to supply chain rewiring and defense-driven resource demand, this episode is a masterclass on navigating a deglobalizing, resource-constrained world.7% retracement is another instance of the market digesting gains rather than signaling exhaustion. We see this spike in volatility as a healthy reset, not a sign of weakness. It's how long-term strength shows up and builds momentum.· Deficits, not just interest rates, are driving liquidity creation. With Social Security, Medicare, and Net Interest absorbing more than half of all U.S. federal outlays, fiscal consolidation seems a politically impossible. This structural imbalance anchors gold's long-term bid as policymakers rely increasingly on monetary and fiscal accommodation to finance spending.· Central banks have become systematic gold buyers, treating it as a Tier 1 reserve asset amid rising geopolitical fragmentation and declining trust in fiat discipline. Their price-insensitive accumulation sets a structural floor beneath the market. For investors, the behavioral edge lies in patience, the capacity to stay invested through cyclical volatility in a secular uptrend.See how energy plays into the return to tangibles. As always, Wasif, thank you for stopping by! - Stu Substack: https://sarmayakar.substack.com/Check out https://sarmayapartners.com/LinkedIn: https://www.linkedin.com/in/wasiflatif/Highlights of the Podcast 00:00 – Intro00:56 – JP Morgan's $10B Strategic Investments02:11 – Rise of Geopolitical Investing & Strategic Imperatives02:28 – Return to Tangibles: The Core Thesis04:36 – Ringing the Bell: Launch of LENS ETF05:37 – Silver Breaks Out: Early Stages of Bull Run09:00 – Precious Metals vs. Tech & Bonds11:05 – Platinum's Comeback & EV Reality Check13:55 – Geopolitics, Military Spending & Commodity Demand15:30 – "We're in the Stuff Shovels Pick Up"17:40 – Oil Lagging—But Not for Long19:56 – LENS ETF Performance YTD21:21 – How Samarya Partners Invests Differently23:50 – Gold vs. S&P500 (Real Returns)25:17 – Inflation Outlook & Rate Cuts27:12 – AI, Data Centers & Energy-Driven Inflation30:18 – Long-Term Trends: Stagflation, Labor vs. Capital30:20 – How to Reach Wasif LatifCheck out the Transcript at EnergyNewsBeat.coCheck out the additional article at https://theenergynewsbeat.substack.com/

In this episode, Matthew is joined by Gautam Huded, Executive Vice President and General Counsel at Brookfield Properties, to unpack the latest trends in real assets— discussing logistics transformation, shifting capital flows, and the drive for strategic efficiency.

Extreme weather events are reshaping the investment landscape. How can investors protect portfolios—and communities—from the rising physical risks of climate change? In this episode, Kate Webber, Chief Solutions and Technology Officer at the PRI, speaks with Dr Calvin Lee Kwan of Link Asset Management and Simon Whistler, PRI's Head of Real Assets, to explore how investors can turn climate resilience into both risk management and value creation.Overview Physical climate risk is no longer theoretical—it's here. Floods, fires, and black-rain events are increasing in frequency and intensity, with real financial consequences. Simon Whistler outlines how investors are beginning to quantify and address these risks, yet highlights that fewer than one-third of PRI signatories currently report on physical climate risk metrics. Calvin Lee Kwan shares how Link Asset Management has moved from reactive recovery to proactive resilience—reducing insurance premiums by 11.7% and strengthening investor confidence in the process.Detailed CoveragePhysical climate risk today: More frequent and severe events—from typhoons in Hong Kong to floods in Europe—are causing major financial and operational losses.Investor action gap: Only 29% of investors report on physical climate risk, compared with 50% in the real-assets space, showing the need for broader engagement.Value protection and creation: Link's sustainability strategy is built on two pillars—protecting existing value through resilience and creating new value through efficiency and stakeholder alignment.From risk to return: Engaging insurers with clear, data-driven resilience metrics translated into measurable financial results, proving sustainability can deliver bottom-line benefits.Community resilience: Floodwaters don't stop at property boundaries. Link's team now collaborates with neighbors, local authorities, and infrastructure managers to build district-level resilience—an approach that benefits whole communities.Industry-wide change: Collaboration between investors, insurers, and policymakers is key to building consistent models, pricing resilience into valuations, and driving systemic adaptation.Communication as a catalyst: For Calvin Lee Kwan, sustainability comes down to translating resilience into stakeholder-specific value—from stable returns for investors to safety and reliability for tenants.Chapters00:43 – Welcome and introductions02:08 – Why investors must act on physical climate risk05:07 – How far investors have come—and how far to go07:23 – The cost versus opportunity debate08:43 – Link Asset Management's practical approach11:48 – A watershed moment: floods and recovery13:34 – Turning resilience into measurable value15:23 – Black-rain events and extreme weather16:59 – Challenges for other investors20:23 – Partnering with insurers to price resilience25:00 – From property-level to community-level resilience27:28 – How resilience links to property valuation30:50 – Final reflections: communication, focus, and leadership32:44 – What is the responsibility of investingFor more details, visit: https://www.unpri.org/climate-change-for-private-markets/assessing-physical-climate-risk-in-private-markets-a-technical-guide/13135.articleKeywords responsible investment, physical climate risk, resilience investing, PRI podcast, Link Asset Management, insurance and sustainability, real assets, climate adaptation, community...

In May 2025, we successfully completed the acquisition of Infinity Aviation, the sole fixed-base operator (FBO) of a portfolio of on-airport general aviation hangars in the United States. This marks our first investment in the North American aviation sector. In this NEWSFLASH episode of Keeping it Real Assets, Julie Furber shares insights into Infinity Aviation's business model, the exciting growth potential of Tier 2 and Tier 3 airports, and how we plan to create value with this platform opportunity.  ********************** Important informationThis material is for general information purposes only. It does not constitute investment or financial advice and does not take into account any specific investment objectives, financial situation or needs. This is not an offer to provide asset management services, is not a recommendation or an offer or solicitation to buy, hold or sell any security or to execute any agreement for portfolio management or investment advisory services and this material has not been prepared in connection with any such offer. Before making any investment decision you should consider, with the assistance of a financial advisor, your individual investment needs, objectives and financial situation.  We have taken reasonable care to ensure that this material is accurate, current, and complete and fit for its intended purpose and audience as at the date of publication. No assurance is given or liability accepted regarding the accuracy, validity or completeness of this material and we do not undertake to update it in future if circumstances change.  To the extent this material contains any expression of opinion or forward looking statements, such opinions and statements are based on assumptions, matters and sources believed to be true and reliable at the time of publication only. This material reflects the views of the individual writers only. Those views may change, may not prove to be valid and may not reflect the views of everyone at Igneo Infrastructure Partners or First Sentier Group.  About First Sentier Group  References to 'we', 'us' or 'our' are references to Igneo Infrastructure Partners or First Sentier Group (as applicable). First Sentier Group is a global asset management business which is ultimately owned by Mitsubishi UFJ Financial Group. Igneo Infrastructure Partners is an unlisted infrastructure asset management business and is part of the First Sentier Group.  We communicate and conduct business through different legal entities in different locations. This material is communicated in: Australia and New Zealand by First Sentier Investors (Australia) RE Ltd, authorised and regulated in Australia by the Australian Securities and Investments Commission (AFSL 240550; ABN 13 006 464 428) European Economic Area by First Sentier Investors (Ireland) Limited, authorised and regulated in Ireland by the Central Bank of Ireland (CBI reg no. C182306; reg office 70 Sir John Rogerson's Quay, Dublin 2, Ireland; reg company no. 629188) Hong Kong by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities & Futures Commission in Hong Kong. First Sentier Investors and Igneo Infrastructure Partners are business names of First Sentier Investors (Hong Kong) Limited. Singapore by First Sentier Investors (Singapore) (reg company no. 196900420D) and this advertisement or material has not been reviewed by the Monetary Authority of Singapore. First Sentier Investors (registration number 53236800B) and Igneo Infrastructure Partners (registration number 53447928J) are business divisions of First Sentier Investors (Singapore). United Kingdom by First Sentier Investors International IM Limited, authorised and regulated by the Financial Conduct Authority (reg. no. SC079063, reg office 23 St Andrew Square, Edinburgh, Scotland, EH2 1BB) United States by First Sentier Investors (US) LLC, registered with the Securities Exchange Commission (RIA 801#93167) Other jurisdictions, where this document may lawfully be issued, by First Sentier Investors International IM Limited, authorised and regulated in the UK by the Financial Conduct Authority (FCA ref no. 122512; Registered office: 23 St. Andrew Square, Edinburgh, EH2 1BB; Company no. SC079063).  To the extent permitted by law, MUFG and its subsidiaries are not liable for any loss or damage as a result of reliance on any statement or information contained in this document. Neither MUFG nor any of its subsidiaries guarantee the performance of any investment products referred to in this document or the repayment of capital. Any investments referred to are not deposits or other liabilities of MUFG or its subsidiaries, and are subject to investment risk, including loss of income and capital invested.  © Igneo Infrastructure Partners 

Zac McCarroll - Managing Director of Real Assets at Apogem Capital joins the podcast to walk through his 20+ years of investment experience in Natural Resources, the market trends influencing Apogem's investment strategy, and why his team continues to be bullish on natural resources.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Vince Childers, manager of the Cohen & Steers Diversified Real Assets fund, joins us to discuss all things real assets and examines their strategic importance in modern portfolios. He explains the four key categories — global real estate, infrastructure, commodities, and resource equities — and how they respond to inflation shocks and market surprises. We discuss a range of topics from valuation trends, long-term performance and the influence of AI to practical considerations like liquidity and portfolio construction. This interview is a great listen for investors looking to navigate market volatility while enhancing risk-adjusted returns.What's covered in this episode: What real assets are and why they matter nowFour key real asset categoriesHow real assets respond to inflation shocks and surprisesCurrent valuations and opportunitiesDiversification benefits vs. traditional stocks and bondsTactical vs. long-term allocation strategiesPerformance highlightsAccessibility and liquidity compared with private property fundsImpact of AI and mega-trends on real asset investingThe era of scarcity: supply constraints and investment implicationsMore about this fund: Cohen & Steers Diversified Real Assets fund combines attractive returns with a degree of inflation protection. The investment process will take into account a large number of factors that can affect markets and create a portfolio of real assets, such as real estate, natural resources and infrastructure.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnmSee our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Gonzalo Ruíz Verdasco, Investors Relation en Crescenta, hablamos de Private Equity y qué son los Real Assets y cómo se diferencian de otras estrategias de inversión. “El Private Equity es una estrategia que ha ido evolucionando al inversor menos cualificado”, asegura el invitado. Además, añade que “poco a poco y con soluciones como Crescenta está aterrizando en las carteras de inversión” y “que este tipo de inversiones reducen la exposición a los mercados líquidos”. ¿Cómo funciona la democratización que proponen desde la empresa? El entrevistado explica que es “añadir líneas adicionales, que tengas un patrimonio diversificado en el que recoger frutos de los activos que hay disponibles”. ¿Cómo ha evolucionado la inversión en Private Equity? “Invertir en Private Equity estaba disponible pero aspirar a invertir en oportunidades de calidad, que es lo que marca la diferencia, no era posible”, afirma el Investors Relation en Crescenta. También señala que “poco a poco están encontrando y dando acceso a oportunidades de inversión”. ¿Qué son los Real Assets y cómo se diferencian de otras estrategias de inversión? Gonzalo Ruíz Verdasco nos explica que “estás invirtiendo en proyectos o activos concretos relacionados con el Real State y de la infraestructura”. Dentro de este tipo de inversiones, el invitado nos cuenta que ponen el foco siempre en Estados Unidos, ya que saben que “el apetito está ahí”. El mercado estadounidense vive un pulso entre su presidente Donald Trump y el presidente de la Reserva Federal, Jerome Powell. Sus posturas están enfrentadas por las políticas de recortes de tipos y muchas veces condicionan a las inversiones en la renta variable. ¿Son las inversiones en Real State una buena manera de sortear estos vaivenes bursátiles? “Estos activos mitigan este tipo de volatilidad y estás invirtiendo en una tesis que tiene un potencial de rentabilidad de doble dígito, sabiendo que te estás moviendo fuera del ciclo”, afirma Gonzalo Ruíz Verdasco.

En el Radar Empresarial ponemos el foco en Tether, uno de los grandes referentes del mercado cripto. En el Foro de la Inversión hablamos con Gonzalo Ruíz Verdasco, Investors Relation en Crescenta, sobre la estrategia de Real Assets, sus ventajas en tiempos de incertidumbre geopolítica y monetaria, y las perspectivas hasta 2030 en activos como inmobiliario, infraestructuras y energía. Cerramos la hora con el consultorio de fondos de Félix González, socio director general de Capitalia Familiar Eafi.

Blake Hughes is currently Managing Director at InfraHub Compute and Vice President of Investment Sales at NexGen Cloud.

My guest today is Greg Reid, President and Senior Portfolio Manager of Real Assets at Westwood Holdings, a publicly held investment firm with over $18b in assets under management. For most of his thirty year career, Greg has led energy infrastructure businesses. And as you'll hear from his accent and style, Greg is the consummate Texas oil and gas man. This is a fascinating time for traditional energy investment. Post-financial crisis, energy investment was a place of capital excess. Soon enough the boom busted and many institutional investors found ESG religion and fully halted allocations. Traditional energy was left for dead. After ten years in the investment desert, many of the remaining institutional investors are throwing in the towel and selling what they have left. The surviving energy companies tend to be lean, capital efficient and valued appropriately. This disconnect between the supply of high quality, energy assets and the weak demand from capital providers provides an attractive landscape, particularly in secondary markets. As our go-to Texas energy expert, Greg is the perfect guest for this conversation.  This podcast was recorded on August 28, 2025.  The respective opinions expressed are those of Mr. Reid and Biltmore Family Office, LLC..  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO's investment advisory services can be found in its Form ADV Part 2, which is available upon request.

Interview recorded - 9th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Lobo Tiggre. Lobo is the founder of the Independent Speculator. During our conversation we spoke about his outlook on the economy, inflation risks, central banks diversifying to gold, weaker employment data, copper, uranium and more. I hope you enjoy!0:00 - Introduction2:41 - Outlook on the economy4:10 - Inflation6:58 - Oil market10:52 - Oil supply dynamics12:30 - Investors losing faith in government bonds20:57 - Passive buyer of gold25:10 - Employment revisions28:39 - Copper27:30 - Uranium42:54 - One message to takeaway?Lobo Tiggre is the founder, CEO, and principal analyst and editor of Louis James, LLC. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name “Louis James” for privacy reasons. While at Casey Research, he learned about the newsletter business from Casey co-founder David Galland, and resource speculation from the legendary speculator Doug Casey himself.Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. Nor does he hold the CFA designation, and he is not a licensed financial advisor. Tiggre is a speculator who, during his time with Doug Casey, also learned from many other industry leaders, including Sprott-Global's Rick Rule, former newsletter writer Bob Bishop, fellow newsletter writer and geologist Brent Cook, exploration geologist and multiple mine-finder Ron Parratt, and many others.This resulted in a track record of winning recommendations outpacing losers by a wide margin, resulting in extraordinary overall gains. Due to copyright issues, we cannot reproduce or document that track record. However, the average of the yearly gains published by Casey Research for their flagship publication, the International Speculator, was 18.5% per year during Tiggre's time with the publication. A fully transparent, documented, and verifiable track record is a central feature of Louis James LLC services.Prior to his work at Casey Research, Mr. Tiggre was a writer and publisher involved in numerous ventures. In 1998, he published his first novel, Y2K: The Millennium Bug. In 2012, he co-authored Doug Casey's first book in almost two decades, Totally Incorrect. This was followed by another book co-authored with Doug Casey in 2014, Right on the Money. Tiggre has plans for several new books going forward, both fiction and non-fiction.Mr. Tiggre is a graduate of Aiglon College in Chesières-Villars, Switzerland. His formal education included studies in physics at Rensselaer Polytechnic Institute. He also studied economics at UNC Chapel Hill, and wrapped up with a magna cum laude BA in sociology from Duke university.Tiggre grew up speaking both Spanish and English. He later learned French, German, and is now working on Russian. He is happily married with five children. He lives in San Juan, Puerto Rico.Lobo Tiggre - Website - https://independentspeculator.com/X - https://x.com/duediligenceguyWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Institutional CRE investing: A market run by allocation math – and uncertainty My podcast/YouTube guest today is Greg MacKinnon, Director of Research at the Pension Real Estate Association (PREA). PREA represents the institutional real estate community - think pension funds, sovereign wealth funds, endowments, and other fiduciaries managing hundreds of billions on behalf of millions of beneficiaries. These are the investors who typically allocate to real estate as part of their overall investment portfolios and who set the tone for how capital flows through the entire real estate market.   Greg explains how while institutional real estate remains a roughly 10% sleeve in diversified institutional portfolios, the number matters less than the mechanics behind it. When equities rally and private values fall, the real estate slice shrinks—creating a theoretical bid to “rebalance” back to target. In practice, that bid has been clogged by a fund-recycling problem: closed-end vehicles haven't been returning capital as quickly because exits have slowed, which leaves investors waiting for distributions before recommitting. Until that dam breaks more broadly, new capital formation into private real estate remains inconsistent across strategies and managers.   Office: price discovery by compulsion Institutional portfolios built in a world where office was a core holding are still working through the repricing. Unlevered office values are down on the order of ~40% from pre-COVID peaks nationally; with leverage, many positions are effectively wiped out, explaining why owners resist selling and why trades are scarce. That stasis is ending as lenders tire of “extend and pretend,” loan maturities arrive, and forced decisions accelerate. The practical question for CIOs isn't simply “hold or sell” but how fast to harvest, return, and re-underwrite risk elsewhere. Expect more office volume but much of it distress-driven rather than conviction buying.   The rate cut mirage: CRE runs on growth and the 10-year Market chatter obsesses over the next Fed move. Institutional capital takes a broader view. The cost of capital that matters for underwriting – term debt, cap-rate anchoring, discount rates – is tethered more to the 10-year Treasury than the overnight Fed funds rate. A policy cut can coexist with a higher 10-year if inflation risk re-prices, blunting any “cuts are bullish” narrative. More importantly: CRE performance tracks the real economy's breadth and durability. Historically, rising interest rates often coincide with strong growth and healthy real estate. Falling rates tend to arrive with deceleration, which is why “cuts” are not automatically good news for NOI or values. Underwrite your forward cash flows, not the headline.   Policy risk is now an underwriting line item Global capital has long treated the U.S. as the default safe harbor. That advantage compresses when macro policy feels unpredictable – tariffs one week, reversals the next, and public debate over central-bank independence. Some non-U.S. allocators have simply chosen not to live with the noise premium, shifting incremental dollars to Europe. Domestic institutions aren't exiting the U.S., but the signal is clear: political-economy volatility now shows up as a higher hurdle rate, more conditional investment committee approvals, and a stronger preference for managers who can navigate policy in both research and structuring.   Where the money is actually going Facing actuarial return targets and a cloudy macro, institutions are tilting toward “where alpha lives now”: Digital and specialized industrial: data centers; cold storage; and industrial outdoor storage (IOS) – think secured yards for heavy equipment – where supply is constrained and tenant demand is need-based. Housing adjacencies: single-family rental, manufactured housing, student housing, and seniors housing, plus targeted affordable strategies that can layer policy incentives with operating expertise. Selective core logistics and resilient multifamily: still investable but crowded; institutions need an edge in submarket selection, cost basis, or operations to meet return hurdles. Themes in common: operational complexity that deters industry tourists, local expertise that differentiates underwriting, and cash flows less correlated to the office cycle.   The portfolio is changing: from “real estate” to “real assets” Many large investors are reorganizing how they bucket risk. Instead of a hard 10% “real estate” sleeve, they're adopting either a broader real assets mandate (real estate + infrastructure + sometimes commodities) or a private markets sleeve (real estate + private credit + private equity). The goal is flexibility: tilt to where relative value is best without tripping governance wires each time. This structural shift makes it easier for a head of Real Assets to move dollars from, say, mid-risk equity in apartments to long-duration infrastructure when spreads and growth argue for it, and to rotate back when underwriting improves. It's a quiet change with large implications for which managers get funded and when.   “Institutional quality” is a culture, not a class of building Too many sponsors use “institutional quality” as shorthand for a gleaming asset. Institutions define quality as process: governance, repeatability, controls, reporting cadence, and audit-ready data, plus the discipline to say “no” when the numbers don't clear the bar. That's why a best-in-class niche specialist (e.g., Southwest self-storage or cold-chain) can attract blue-chip LPs without owning a single skyline trophy. Conversely, a sponsor with a glossy deck but ad-hoc reporting will struggle to cross the institutional threshold even in “prime” locations.   What to do now (operators and allocators) Own the 10-year, not the headline. Build your assumptions around the 10-year Treasury and the yield curve, not the Fed's short-term rate projections. Stress cash flows under slower growth. Lean into complex operations. Data centers, IOS, cold storage, seniors housing, where capability barriers protect yield. Be distribution-aware. If you're raising from institutions, understand their recycling constraints; design pacing and structures that fit their liquidity reality. Institutionalize the back office. Reporting, controls, and data pipelines are capital-raising assets. Treat them as such. Bottom line: allocations still want to be filled, but the bar is higher and the path is narrower. Those who combine operating edge with institutional process will take disproportionate share when the dam finally breaks.   n.b. Greg and I take a detailed look at what ‘institutional' real estate really means; how it's defined, structured, and operates. It's worth tuning in so you can separate fact from fiction the next time you see the term in a pitch deck.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

M&A activity is back, according to a report from Hodes Weill & Associates, which points to a 64 percent jump in deals during the first half of 2025 compared with the latter half of 2024. David Hodes, a founder and co-managing partner of the New York-based firm, explains what's at play. (09/2025)

M&A activity is back, according to a report from Hodes Weill & Associates, which points to a 64 percent jump in deals during the first half of 2025 compared with the latter half of 2024. David Hodes, a founder and co-managing partner of the New York-based firm, explains what's at play. (09/2025)

M&A activity is back, according to a report from Hodes Weill & Associates, which points to a 64 percent jump in deals during the first half of 2025 compared with the latter half of 2024. David Hodes, a founder and co-managing partner of the New York-based firm, explains what's at play. (09/2025)

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast we discuss the Western debt crisis, monopolisation and rising inequality, demographic problems, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Is it still the wild, wild west on product labelling for sustainable investments? In this podcast, host Michelle Baltazar chats with Dug Higgins, Head of Responsible Investment & Real Assets for the broader Zenith Group, on how financial advisers can benefit from a more rigorous debate on how investment managers address ESG and sustainability. He also explains why not all greenwashing claims are created equal, why disclosure alone isn't enough and why sustainability reporting must pass the pub test.This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Inflation is unpredictable—and it doesn't care what the experts think. Join us as we explore why traditional forecasting fails, how real assets like real estate and commodities can act as powerful inflation hedges, and whether Bitcoin truly deserves its "digital gold" title.   In this episode, we discuss:  Consumer vs. professional inflation expectations What it means to leverage “Real Assets” as a hedge Why equities still matter The role of diversification A planning framework to help safeguard against inflation Today's article is from the CFA Institute blog titled, Mind the Inflation Gap: Hedging with Real Assets. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Show Notes: HowardBailey.com/516