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Is Distressed Real Estate Actionable Today?

Yes, but the opportunity set is currently limited. To date, the large amount of government stimulus and lax credit enforcements, the differentiated impact of COVID-19 on real estate sectors, and the challenges associated with valuing assets have worked to keep broad-based distress at bay for now.

October 2020

Real Asset Dynamics: PE Energy

It has been difficult to find a more out-of-favor sector in institutional investors’ portfolios than energy over the past five years, and with the recent spread of COVID-19 reducing demand for oil & gas, that reality appears set to continue – creating both challenges and opportunities. Amid the sector’s ongoing evolution, the energy PE investment strategy that dominated the market has become outdated, and investors who wish to capitalize on potential opportunities in this market must re-think their approach.

May 2020

Private Investments: Early 2020 View

In this video series, you will hear our practitioners’ thoughts on deal and sector trends, investing in prior recessionary environments, near-term expectations, emerging opportunities, and ways in which they are putting their ideas to work for our clients every day.

May 2020

Crude Oil Prices Collapsed—Should Investors Buy Public Energy?

March 10, 2020— Political machinations and virus-induced uncertainty are weighing on oil prices at present, and it seems unlikely that both these obstacles will soon be lifted. Investors should closely monitor positioning to ensure the current level of energy exposure is intentional.

March 2020

Are Retail Investors the Vanguard of Private Equity?

Yes, and they have been for some time. Progress has been slow, but current market and regulatory conditions could enable a breakthrough. The impact will be felt primarily in the upper registers of the private equity arena. I’m viewing Vanguard’s recent private equity–related announcement as the first of a two-step process. The first step is […]

February 2020

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