Real Assets

Investment perspectives from our private market experts, including insights on real estate debt and equity globally.

Real Assets

Investment perspectives from our private market experts, including insights on real estate debt and equity globally.
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Featured

Collaborative Capital and the Housing Crisis

In Focus read 5 min
May 2020

Collaborative Capital and the Housing Crisis

When the coronavirus crisis finally recedes, Britain will need to refocus on the deep systemic problems in its housing market. The answer? A new form of public/private partnership.

Then and Now – Why 2020 Is Not 2008 Mark II for the US Housing Market

In Focus read 4 min
May 2020

Then and Now – Why 2020 Is Not 2008 Mark II for the US Housing Market

Is the US housing market at risk of another crisis because of coronavirus? In a nutshell, we believe the answer is: no.

Recent

Is the Change to Dodd-Frank Relevant for Specialty Finance Lenders?

Real Assets read 4 min
June 2018

Is the Change to Dodd-Frank Relevant for Specialty Finance Lenders?

The changes to Dodd-Frank won’t have a significant impact on smaller, complex loans or specialty finance assets, in our view.

SFR Portfolio - Hurricane Impact Review

Real Assets read 5 min
December 2017

SFR Portfolio - Hurricane Impact Review

Assessing the impact of hurricanes Harvey and Irma on Man GPM’s portfolio of US single family rentals.

The hunt for risk-adjusted return: Accessing US residential real estate through debt and equity

Real Assets read 8 min
September 2017

The hunt for risk-adjusted return: Accessing US residential real estate through debt and equity

Unlocking the opportunities of US residential real estate debt and equity in today’s investment environment.

Back to Basics: Investing When Everything Looks Expensive

Real Assets read 5 min
August 2017

Back to Basics: Investing When Everything Looks Expensive

At this point in the cycle, we believe that the most successful investors may be those who go ‘back to basics’.

Dreams of White Picket Fences

Real Assets read 4 min
May 2017

Dreams of White Picket Fences

The investment potential of US single-family real estate.

The Role of Real Estate in Institutional Portfolios

Real Assets read 5 min
February 2017

The Role of Real Estate in Institutional Portfolios

Why institutional investors should give greater consideration to real estate allocations in their portfolios.