RealAssetsAdviser

[RealAssetsAdviser @RealAssetsAdv]

FEATURE PAGE: Brookfield has published a new white paper titled Private markets: Building what’s next. Among its key takeaways: Housing, highways and hydropower: Large, long-lasting assets such as housing, highways and hydropower form the backbone of ...
https://t.co/SC4pf1MiqT

[RealAssetsAdviser @RealAssetsAdv]

PODCAST: Ilia Bouchouev is the author of the book “Virtual Barrels” on quantitative oil trading. The book argues the global oil market is no longer solely influenced by the supply and demand of physical oil barrels. In today’s landscape, financial ...
https://t.co/ZSvtfYI1tG

[RealAssetsAdviser @RealAssetsAdv]

FEATURE PAGE: Cathie Wood, CEO of ARK Investment Management, on AI as the next economic revolution: “If you look at the 400 years before the industrial revolution, real GDP growth globally was about 0.6 percent. Then, with the industrial revolution ...”
https://t.co/eqxue0ZNeK

[RealAssetsAdviser @RealAssetsAdv]

ARTICLE: For a decade, my job was to lead large-scale private markets programs for two of the country’s largest public pensions — first at the California Public Employees’ Retirement System (CalPERS), then for the State of New Jersey. Before that, I ...
https://t.co/ATtQAjWEDE

[RealAssetsAdviser @RealAssetsAdv]

PODCASTS: For years, industrial real estate has been the property type of the year — or at least in contention for that title alongside multifamily housing. But what about 2027? How are industrial properties poised to perform in the New Year? Where are ...
https://t.co/srQoqNa6ko

[RealAssetsAdviser @RealAssetsAdv]

ARTICLE: In the first quarter of this year, as the Strait of Hormuz closed and oil prices exploded, Berkshire Hathaway made a couple of moves that might have flown under people’s radars: It cut its stake in Chevron by roughly one-third. Then it bought ...
https://t.co/io6QqIXtee

[RealAssetsAdviser @RealAssetsAdv]

The November 2026 issue of Real Assets Adviser is now available at https://t.co/6Ixpelzfji. Cover profile with Ed Murphy, CEO of @EmpowerToday #realassets #privatewealth #realestate #infrastructure #alts #timber #agriculture #energy #commodities

[RealAssetsAdviser @RealAssetsAdv]

Q&A with Frank Haggerty, senior portfolio manager for REIT strategies at Duff & Phelps, explains the rally.
What is driving U.S. REITs outperformance?
Equity REIT outperformance reflects a more favorable combination of improving property fundamentals ...
https://t.co/GJhP6YARNH

[RealAssetsAdviser @RealAssetsAdv]

ARTICLE: Whenever I speak at investment conferences, I like to point out that we invest in a number of publicly traded airports. I even list them: Spain’s Aena. Aeroports de Paris. Zurich Airport. Airports of Thailand. Two of the world’s largest ...
https://t.co/SKKzgvh8ET

[RealAssetsAdviser @RealAssetsAdv]

PODCAST: Active lifestyle communities for seniors have become increasingly popular in the United States, with about 850 of these communities totaling around 150,000 units and 95 percent occupancy. Jeff McQueen, president of Trilogy, the active-adult ...
https://t.co/7dkeggX08p

[RealAssetsAdviser @RealAssetsAdv]

ARTICLE: Gold has long been sold to investors as a hedge against inflation. That story is appealing, intuitive and wrong far more often than it is right. Rob Brown and Bo Wang, authors of the study “Gold: The Ultimate Behavior Bias,” published in ...
https://t.co/dqUi1nNmXF

[RealAssetsAdviser @RealAssetsAdv]

PODCAST: The city of Baltimore has about 12,000 vacant and abandoned houses and tens of thousands of vacant lots. Homes within 200 feet of a vacant property sell for 8 percent to 30 percent less than comparable homes, making vacancy a significant ...
https://t.co/Bqg0wwwiyx

[RealAssetsAdviser @RealAssetsAdv]

PODCAST: For generations, the gospel of commercial real estate was simple: location, location, location. That calculus is over. Today, the need for access to reliable heavy power has upended the age-old real estate imperative. The new mantra ...
https://t.co/qybhvPNKnC

[RealAssetsAdviser @RealAssetsAdv]

PODCAST: Marinas historically have been viewed as waterfront real estate, yet more deals are closing in the infrastructure space. Can marinas really check both boxes? Jeremy Parks, president of Trident Marine Group, joins i3 editor Kali Arevalo to ...
https://t.co/LJZkyj4zPK

[RealAssetsAdviser @RealAssetsAdv]

FEATURE STORY: Transportation hub investors take note: A major disruption could be in the offing for traditional logistics real estate development in the form of autonomous freight drones and other advanced air mobility passenger concepts. If the ...
https://t.co/LvGEU2ukti

[RealAssetsAdviser @RealAssetsAdv]

PODCAST: With the advent of artificial intelligence, business leaders are increasingly thinking in terms of automating processes of all types — with the goal of increasing efficiency and, perhaps, employing a lighter workforce. Not so fast, says ...
https://t.co/YoWj0n0QLg

[RealAssetsAdviser @RealAssetsAdv]

PODCAST: IREI editors convene to discuss issues of the day, and you’re invited to listen in. Joining the discussion is editorial director Loretta Clodfelter, and editors Mike Consol (Real Assets Adviser); Marek Handzel (IRE Europe), and Kali Arevalo (i3)
https://t.co/sWdJBQgCV4

[RealAssetsAdviser @RealAssetsAdv]

EDITORIAL: For more than a century, the U.S. wealth management industry has clung to a compensation model — commissions and dealer markups — that is fundamentally misaligned with client interests. In the world of real assets, where investors already ...
https://t.co/bdFhGqQNMm

[RealAssetsAdviser @RealAssetsAdv]

PODCAST: Sean Donohue, managing director of the coLab — the membership-based coworking model of Bell Works — is leading an effort to bring coworking and flex office space to city suburbs. A simple way to think about the idea is WeWork for the suburbs ...
https://t.co/TpPM5F9c5I

[RealAssetsAdviser @RealAssetsAdv]

ARTICLE: Renewable energy investment in the first half of 2026 reached $327.5b, on par with the preceding six-month level but down 21% from its peak in second half 2024. The numbers show the broader growth story for renewables remains intact despite ...
https://t.co/i57O4Q1h5h