Thought Leadership in Real Asset Investing

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ESG implementation in real estate strategies, throughout 2019, emerged as a new trend with LPs switching their focus towards impact & sustainable investments, which resulted in 2020 starting off with the largest investment volume for real estate impact investment strategies to date. But with the pandemic outbreak, tenants are increasingly concerned with the impact of buildings on their wellbeing, while investors are trying to minimize risk exposure to climate change related issues, such as fires, droughts and floods, through impact and socially responsible investments. 

GRI Virtual Real Estate event with Michael Underhill examining how tenants flock to high-quality properties during pandemic and beyond. 

 TD Ameritrade interviews Michael Underhill CIO of Capital Innovations regarding impact of COVID-19 on global real estate markets covering: Same Store Net Operating Income (SSNOI), Change in Gross Asset Values, Change in Commercial Property Price Index, Returns for Private and Listed Real Estate, Impact on REIT Adjusted Funds from Operations (AFFO) Growth. 

 Reuters, top-performing U.S. fund managers see opportunities in one of the sectors hardest hit by the coronavirus pandemic, cautiously increasing stakes in niches of the real estate market like cell phone towers and warehouses, which they see benefiting from an eventual economic recovery. 

U.S. News & World Report interview with Michael Underhill CIO of   

Capital Innovations regarding  how investors can ease the effects of market volatility with Real Assets.

Financial Times interview with Michael Underhill regarding deals that offer first glimpse of investor appetite for offerings since stocks entered bear market.

U.S. News & World Report interview with Michael Underhill CIO of   

Capital Innovations regarding investing in Hotel REITs.

Barron's interview with Michael Underhill CIO of Capital Innovations regarding the growing allure of Data Center REIT investing.

The Real Deal interviews Michael Underhill CIO Capital Innovations regarding Ground Leases as they offer insulation against industry-specific downtowns or geography-specific events.

Wall Street Journal interviews Michael Underhill CIO of Capital Innovations regarding risk-averse investors having a new option to consider in Ground Leases.

U.S. News & World Report interviews Michael Underhill CIO of Capital Innovations regarding alternative property types such as data centers, cell towers, self-storage and manufactured housing.