Tag: Manager

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Morgan Stanley Investment Manager Says Global Property Stocks Equate to Core Real Estate

Ted Bigman, managing director at Morgan Stanley, joined REIT.com for a video interview at REITWorld 2014: NAREIT’s Annual Convention for All Things REIT at the Atlanta Marriott Marquis.

Bigman discussed the approach investors should take when considering global property stocks as a portion of multi-asset portfolios.

“First and foremost, they should look at them as real estate… Their returns over the medium- and long-term should track real estate,” Bigman said. Within the real estate sector, investors should view global property stocks as core real estate, he added.

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Fidelity Portfolio Manager Expects Active REIT Transaction Market in 2015

Steve Buller, portfolio manager at Fidelity Investments, joined REIT.com for a video interview at REITWorld 2014: NAREIT’s Annual Convention for All Things REIT at the Atlanta Marriott Marquis.

Buller discussed the impact of rising interest rates on REITs in both the United States and abroad.  He noted that on a historical basis, there has been little correlation between REIT returns and higher interest rates.

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Fund Manager Highlights Income-Oriented Return of REIT Preferred Stocks

Joel Beam, portfolio manager at Forward Management, joined REIT.com for a video interview during REITWeek 2014: NAREIT’s Investor Forum, held in New York.

Beam has primary responsibility for day-to-day management of the Forward Select Income fund,  which focuses on REIT preferred stocks. Beam said the strong income-oriented return makes the preferred market attractive for investors.

“You get more safety and more income as you go up the capital stack,” he said.

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Real Estate Fund Manager Highlights Income-Oriented Return of REIT Preferred Stocks

Joel Beam, portfolio manager at Forward Management, joined REIT.com for a video interview during REITWeek 2014: NAREIT’s Investor Forum, held in New York.

Beam has primary responsibility for day-to-day management of the Forward Select Income fund,  which focuses on REIT preferred stocks. Beam said the strong income-oriented return makes the preferred market attractive for investors.

“You get more safety and more income as you go up the capital stack,” he said.

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Real Estate Fund Manager Readying for Rising Interest Rates

 

Matt Werner, portfolio manager at Chilton Capital Management, joined REIT.com for a video interview during REITWeek 2014: NAREIT’s Investor Forum, held in New York.

 In January, Chilton launched the Chilton Realty Income & Growth Fund, which invests in equity REITs and other real estate-related entities. Werner said the fund operates a “top-down process” that considers geographic regions, property types, fundamentals and demographic trends. The information is then entered into Chilton’s proprietary earnings models, which then builds a target price, Werner explained.

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Attractive Real Estate Opportunities Remain in U.S. for Global Investors, Investment Manager Says

Sophia Banar, managing director with Forum Securities Limited, joined REIT.com for a video interview during REITWeek 2014: NAREIT’s Investor Forum, held in New York.

Banar covers U.S. real estate companies for Forum Securities. Additionally, she advises the firm’s global portfolio management team. Banar joined Forum Securities in April after serving as a portfolio manager with The Tuckerman Group, an affiliate of State Street Global Advisors that focused on real estate investment.

Sophia Banar

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Portfolio Manager Sees Sustained Period of Low Interest Rates and Supply

Scott Crowe, global portfolio manager at Resource Real Estate, joined REIT.com for a video interview during REITWeek 2014: NAREIT’s Investor Forum, held in New York.

Crowe was asked about the impact of the slow economic recovery on asset allocation and where investors are most focused right now. Crowe explained that a slow pace of recovery is actually good for real estate because it means that interest rates are going to stay low “and there are not enough animal spirits to really start development.”

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