CRE's Place in an Investment Portfolio

The Yield

Every investor is looking for ways to maximize returns on investments, and stocks and bonds aren’t nearly as interesting as they once were, leading more investors to invest in commercial real estate. In today’s episode of The Yield, Yieldstreet’s Mitch Rosen, Senior Director of Real Estate, and Mike Taylor, CFA, Regional Sales Director at Counterpoint Mutual Funds, discuss the role of commercial real estate in a well-rounded investment portfolio and the current state of the market in this volatile year.

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Key Takeaways:

[1:35] An overview of the general investor portfolio that Yieldstreet aims to develop and where commercial real estate fits in.

[6:04] Factors that are driving interest and current income return in investments.

[8:18] CRE’s place in a portfolio among the spectrum of low-yielding fixed income and more volatile equities.

[10:38] To what degree has commercial real estate, including hotels and shopping malls, been affected by COVID-19?

[15:20] What is the future for retail space that has been abandoned?

[19:09] Considerations for investors regarding diversification within the private market of CRE investments.

[23:20] Understanding the details of inflation adjustments and other fixed investment considerations.

[26:26] What changes have occurred in durations of leases within CRE due to COVID?

[30:44] A breakdown of the management fee structure for various funds and the need for increased transparency regarding those fees.

[37:13] What can we expect from CRE in the fourth quarter of 2020?

Mentioned in This Episode:

Yieldstreet

Counterpoint Mutual Funds