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The Fund Manager

The capital allocators examine trends in the sector

The Fund Manager

The art of measuring risk in real estate investment

The art of measuring risk in real estate investment

It’s 2020 and YYY’s value-add fund is in acquisition mode. The target return is set at 13%, and the manager presents a deal; a three-year business plan with 60% leverage and a CapEx budget of 40% of the capital value. The location? An emerging area in Hamburg, with a yield offering a 25bps premium...

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LATEST ARTICLES

The Fund Manager

Singapore REITS monthly analysis

Singapore REITS monthly analysis

FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 827.88 to 864.41 (4.41%) compared to the last month update. The Singapore REIT index rebounded off from...

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The Fund Manager

Bonds behaving badly

Bonds behaving badly

Do conventional bonds still deserve a place in portfolios? Total return on 10-year US Treasuries, adjusted for US CPI inflation % Global Financial Data, Refinitiv, US Bureau of...

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The Fund Manager

Singapore REITs monthly analysis

Singapore REITs monthly analysis

FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 816.11 to 827.88 (1.44%) compared to the last monthly update. The Singapore REIT index rebounded off 800...

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