The Role of Public and Private Strategies in Real Estate: Insights from J.P. Morgan's Strategic Investment Advisory Group 00:10:00
David Lebovitz, Global Market Strategist for Multi-Asset Solutions at J.P. Morgan Asset Management, offers his expertise on the long-term growth potential of real estate as an investable asset class. Alongside him, Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, brings a deep understanding of alternative investments and their strategic role in portfolios. Joining them is Bob Culver, Managing Director at Security Capital Research and Management, who provides seasoned insights into the real estate market and its diverse sectors. Together, they explore the expansion of real estate beyond traditional core sectors, the benefits of allocating to Real Estate Investment Trusts (REITs) and private real estate funds, and the optimal blend of public and private real estate for a well-diversified portfolio. Their discussion covers key topics such as macroeconomic trends, REIT valuations, and the comparative advantages of publicly-traded versus non-traded REITs, offering valuable guidance for investors looking to leverage real estate strategies in their investment approach.