Building more stable portfolios with real estate – Nuveen – 10.12.22

Overview:
Title: Building more stable portfolios with real estate
Date: Wednesday, October 12, 2022
Time: 3:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

It has been a challenging year for investors, and many of the headwinds from the beginning of the year still remain: high levels of inflation, slowing growth, rising rates and central bank uncertainty. While there were few places to hide in 2022, we continue to see opportunities to protect portfolios from market volatility and generate real income with private real estate.

Hear from our real estate experts and lead portfolio strategist as they discuss the current state of the real estate market through the lens of asset allocation.

Topics covered will include:

  • How are inflation, the economy, and real estate linked?
  • Balanced discussion of the portfolio considerations.
  • Overview of current performance in real estate with sector-by-sector views.
  • The state of the housing sector.

Speakers:
Lauren Ferry Lauren Ferry Head of Portfolio Strategy and Solutions Nuveen

Lauren leads Nuveen’s Portfolio Strategy and Solutions team. They are responsible for engaging clients in portfolio construction topics across public and private markets, delivering best-in-class asset allocation strategies and developing relevant and timely thought leadership. Lauren is a key member of Nuveen’s CIO office and a contributor to Nuveen’s Global Investment Committee.

Prior to joining Nuveen in 2019, Lauren was a multi-asset client portfolio manager for Schroders for almost a decade. While at Schroders, she developed and executed the team’s strategy for the U.S. institutional and intermediary channels. Prior to Schroders, she worked in product development roles covering a diverse range of strategies at PineBridge Investments (formerly AIG Investments) and AllianceBernstein. Lauren began her career at Cambridge Associates.

Lauren graduated with a B.B.A. from the College of William & Mary and an M.B.A. from the New York University Stern School of Business.
Donald Hall Donald Hall Head of Research for the Americas, Real Estate Nuveen Real Estate

Donald is the Head of Research for the Americas at Nuveen Real Estate. Using a mix of nontraditional and traditional data sources and the expertise of the professionals within the organization, Donald strives to uncover insights that help shape market-beating property portfolios.

Prior to joining Nuveen Real Estate in 2021, Donald led abrdn’s (formerly Aberdeen Standard Investments) Real Estate Multi-Manager program in the Americas. His role involved sourcing, underwriting, and investing in commingled private equity real estate funds, clubs deals, co- investments, and joint ventures on behalf of abrdn’s fund-of-fund products and separately managed accounts. Prior to his role in investments, Donald was abrdn’s Head of Americas Real Estate Investment Research. Donald began his career in real estate research and strategy at CoStar Advisory Services, where he ascended to Managing Consultant, Senior Real Estate Economist. As a consultant, Donald would harness CoStar’s big-data capabilities to uncover winning strategies, identify undervalued submarkets and subsectors, optimize portfolios, and advise on individual transactions.

Donald graduated with a B.S. from Penn State University’s Schreyer Honors College and an M.B.A. from the Boston College Carroll Graduate School of Management. He is a member of the Urban Land Institute Research Forum and serves on Nuveen Real Estate’s Americas Investment Committee.
Nikita Rao Nikita Rao Managing Director, Portfolio Manager, Housing, Americas Nuveen Real Estate

Nikita is the lead portfolio manager for the U.S. Cities Multifamily Strategy, an open-end apartment-specialist strategy, investing in institutional quality assets in selective resilient U.S. cities. The Strategy seeks to capture durable renter demand driven by millennials and middle income renters and to deliver enhanced income return potential with consistent cash flow distributions. Prior to joining Nuveen Real Estate, Nikita was a senior vice president at Federal Capital Partners (FCP), where she spent a decade in multifamily asset management, and led development and portfolio management for their series of value-add multifamily funds. Nikita also worked in multifamily asset management at The Carlyle Group, and began her career as a senior auditor at KPMG LLP in its Financial Services Group. She entered the industry in 2003. Nikita graduated with a B.S. in Accountancy from Villanova University. She is a member of the Pension Real Estate Association, the Urban Land Institute and is a Certified Public Accountant.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION AND NOT FOR USE BY RETAIL INVESTORS.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature.

Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example.

Performance data shown represents past performance and does not predict or guarantee future results. Investing involves risk; principal loss is possible.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

A word on risk
Real estate investments are subject to various risks, including fluctuations in property values, higher expenses or lower income than expected, and potential environmental problems and liability. Please consider all risks carefully prior to investing in any particular strategy. A portfolio’s concentration in the real estate sector makes it subject to greater risk and volatility than other portfolios that are more diversified and its value may be substantially affected by economic events in the real estate industry. International investing involves risks, including risks related to foreign currency, limited liquidity particularly where the underlying asset comprises real estate, less government regulation in some jurisdictions, and the possibility of substantial volatility due to adverse political, economic or other developments.

Nuveen provides investment advisory services through its investment specialists.

This information does not constitute investment research as defined under MiFID.

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