One Four Nine Group’s Post

In an ever-changing landscape, the real estate sector has encountered unprecedented challenges, influenced by evolving work and shopping habits that have reshaped demand. Our latest report draws on insights from 350 senior executives worldwide, including C-suite leaders, risk managers, and heads of asset management. The report covers various business types, such as property investment, asset management, fund management, pension funds, and real estate investment management. It explores the risks and opportunities currently shaping the industry. Download the report here: https://ow.ly/HgUx50SPkkI #wtwdirectandfac #realestate #riskmanagement #insurance

As we enter the financial year and the beginning of a new calendar year, diligent commercial investors recognise the significance of proactive portfolio management. It’s an opportune time to assess the health of your assets, identify areas for improvement, and prepare for a successful and prosperous year ahead. Below, Leteicha Wilson will explore four essential steps to revitalise your commercial portfolio for optimal performance and long-term success. Read more here: https://lnkd.in/gM8D938E #RWC

We hope you enjoy the January 2025 issue of Real Assets Adviser. Cover profile is with Eric J. Mogelof, partner and head of global client solutions at KKR. The January 2025 issue is now available at https://lnkd.in/gk3znVDF. Thank you to our Real Assets Adviser publication sponsors: Cantor Fitzgerald Asset Management; Jay Frank and Nicole Good CIM Group; Andrew Beyeler and Byron Bent, CMFC® Clarion Partners LLC; Natalie Evertson, ABC, CMP, Rick Schaupp and Brent Jenkins Mick Law P.C. LLO; Zia Sabir and Aric Wenzl Pender Capital; Cory Johnson and Loyda G. Sarmiento Time Equities, Inc.; Alexander Anderson and Ray Aberman Real Assets Adviser provides actionable information on the real-asset classes. The magazine covers the entire spectrum of real assets, including real estate, infrastructure, energy and commodities. If you are a registered investment adviser, wealth manager, family office or independent broker/dealer, you qualify to receive Real Assets Adviser at no cost. Sign up at: https://lnkd.in/gRjT48U #realassets #HNW #UHNW #privatewealth #wealthmanagement #familyoffice #familyoffices #IBD #brokerdealer #privateclient #financialadvisors #RIA #timber #agriculture #infrastructure #alts #alternatives #alternativeinvestments #5questions #marketpulse #people #talkingpoints #realestatenews #infrastructurenews #energynews #commoditiesnews #marketview #thebigpicture #taxupdate #regulationupdate #researchroundup #benchmarking #topranks #lastword

Frances MacDonald, Director at Capstone Funds, recently sat down with Ausbiz to discuss changing asset allocation strategies over the last few years and the move to building more alternative assets and in particular private credit into portfolio allocations to achieve better risk-adjusted returns. A few key takeaways: - There has been a move away from the traditional 60% equities 40% bonds portfolio allocation due to recent lower yields from bonds and positive correlation between equities and bonds amid high inflation and volatility - JP Morgan have observed that the 60/40 model, and more aggressive or defensive options of this, have underperformed in recent times compared to infusing alternative assets into your portfolio - Private credit has been the alternative asset class of the year, with McKinsey stating it was the best performing alternative asset of 2023 and KKR recommending up to 10% of portfolio allocation to private credit - Private credit is attractive because it offers higher yield than traditional fixed income, has shown strong resilience through economic cycles, has low correlation with public markets, and strong security features underpinning capital preservation. Watch the interview here: https://ausbiz.co/3VTL8q1 ***** Capstone Income Fund offers consistent high yield returns for its investors through a diversified loan portfolio secured over Australian property. The Fund delivers a 10% p.a. target return, paid monthly, with unique capital preservation features. More information: www.capstonefunds.com.au #realestatedebt #privatecredit #privatewealth

What is next in Real Estate Investment?    Last week, Andrew Gill, Fund Manager of our hybrid property and infrastructure funds, joined Matthew Norris, CFA, Gravis, and Ian Aylward ASIP CAIA, former Head of Manager Selection and Responsible Investing at Barclays, to discuss the future of Real Estate Investment.    During the IFA Magazine hosted webinar we explored the opportunities in real estate, considering liquidity and volatility challenges associated with the sector, and why we believe now is a great time to invest.   To hear more about the future of Real Estate Investment, you can catch up on the webinar here: https://lnkd.in/gndz37SX   For Professional Advisers Only. Capital at risk. #RealEstateInvestment #property

In this Masterclass, we are joined by an expert panel of Fund Managers to discuss the prospects for UK companies, investment strategies, and potential catalysts for market growth 👉 https://lnkd.in/ecP2_wrT   Joshua McCathie, Fund Manager, Downing Small and Mid Cap Income Fund, Ben Russon, Portfolio Manager, FTF Martin Currie UK Equity Income Fund and James Lowen, Senior Fund Manager at J O Hambro Capital Management tackle the catalysts for UK equities to outperform, the outlook for earnings and #Dividend growth from the FTSE All-Share and why the UK market is shrinking and what it means for investors. #ATVMasterclass

Responsible Investment (RI) continued to demonstrate strength in 2023, with notable increases in both RI AUM and market share. Learn more from the 2024 Canadian RI Trends Report: https://lnkd.in/gVcC5mHa Thank you to Addenda Capital, AGF Management Limited, Mackenzie Investments, NEI Investments, and RBC Global Asset Management for sponsoring this important research.

Wise words from Gareth Evans FCSI on how Rathbones Group Plc can help financial advisers focus on their clients overall plans whilst we focus on managing the investments within these plans. #delegation #focusonkeystrengths #collaboration #trustedadvisors

Did you know that Australia has over $4.75 Trillion in Funds Under Management (FUM)? (Ref: ABS) We're seeing a number of wealth advisory firms increasing their clients' exposures to ‘Alternatives' (aka ALTs). Many financial planners are consistently averaging 15-20% Internal Rate of Return (IRR) per annum across their 'ALTs' in 2024 (more in some cases!) This is a terrific time for wealth advisory firms & financial planners to be revisiting your HNW & UHNW clients' exposure on this important asset class (i.e. Commercial Property Equity), at the top of the yield curve. If you are looking to build your portfolio, there are some terrific wealth advisory firms out there that can support you - see below: Koda Capital, Escala Partners, Shaw and Partners, Morgans Financial Limited, Wilsons Advisory, Emanuel Whybourne & Loehr, Ord Minnett, LGT Crestone Wealth Management Limited, J.P. Morgan Asset Management, Pitcher Partners Investment Services, Macquarie Group, Morgan Stanley Private Wealth Management, Apt Wealth Partners, Markets Group cc: Warren Ebert, Daniela Lazzaretti, Tim Kent, Michael, Scott Tynan, Michael. If you're a wealth advisory firm (or financial planner) and you'd like to review any of our Information Memorandums, please do not hesitate to reach out! We have some exciting new trusts coming soon! 📊 🏭 🏙 Cheers, AK 📈 Sentinel Property Group $1.965B in Assets Under Management (AUM) Average of 19.05% IRR per annum across over $1.1B in historical sales #REITs #CommercialRealEstate #WealthManagement #Trusts #UnlistedCommercialProperty #RealEstateEquity #SentinelPropertyGroup