Thought Leadership in Real Asset Investing

Opportunistic Capital Prepares for Distressed Real Estate Investment Spree May 2020

Opportunistic Capital Prepares for Distressed Real Estate Investment Spree May 2020

Opportunistic Capital Prepares for Distressed Real Estate Investment Spree May 2020

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Investors across the board are interested in co-investment opportunities in distressed assets and loans. National Real Estate Investor interview with Michael Underhill

Private Equity International 4th Annual Responsible Investment Forum

Opportunistic Capital Prepares for Distressed Real Estate Investment Spree May 2020

Opportunistic Capital Prepares for Distressed Real Estate Investment Spree May 2020

Private Equity
International
Responsible Investment Forum
New York 2020

Michael Underhill's Benchmarking Infrastructure for ESG Performance session.

"Dangerous versus Resilient REITs" April 2020

Opportunistic Capital Prepares for Distressed Real Estate Investment Spree May 2020

Cell towers, warehouses are safe plays in U.S. real estate. April 2020

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 TD Ameritrade interviews Michael Underhill CEO of RealCapitalInnovations™ regarding impact of COVID-19 on global real estate markets covering: Same Store Net Operating Income (SSNOI), Change in Gross Asset Values, Change in Commercial Property Price Index, Returns for Private and Listed Real Estate, Impact on REIT Adjusted Funds from Operations (AFFO) Growth. 

Cell towers, warehouses are safe plays in U.S. real estate. April 2020

Cell towers, warehouses are safe plays in U.S. real estate. April 2020

Cell towers, warehouses are safe plays in U.S. real estate. April 2020

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Reuters, top-performing U.S. fund managers see opportunities in one of the sectors hardest hit by the coronavirus pandemic, cautiously increasing stakes in niches of the real estate market like cell phone towers and warehouses, which they see benefiting from an eventual economic recovery.  

7 Ways to Hedge Your Portfolio Against Volatility. April 2020

Cell towers, warehouses are safe plays in U.S. real estate. April 2020

Adverse Selection and the Performance of Private Equity Co-Investments

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U.S. News & World Report interview with Michael Underhill CIO of   

Capital Innovations regarding  how investors can ease the effects of market volatility with Real Assets.

Adverse Selection and the Performance of Private Equity Co-Investments

Cell towers, warehouses are safe plays in U.S. real estate. April 2020

Adverse Selection and the Performance of Private Equity Co-Investments

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Investors increasingly look for private equity managers to provide opportunities for co-investing outside the fund structure, thereby saving fees and carried interest payments. In this paper a large sample of buyout and venture capital co-investments are examined to test how such deals compare with the remaining fund investments.

IPOs test deep freeze in US listings market. April 2020

New Real Estate Play for Income Investors: Wall Street Journal

New Real Estate Play for Income Investors: Wall Street Journal

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Financial Times interview with Michael Underhill regarding deals that offer first glimpse of investor appetite for offerings since stocks entered bear market. 

New Real Estate Play for Income Investors: Wall Street Journal

New Real Estate Play for Income Investors: Wall Street Journal

New Real Estate Play for Income Investors: Wall Street Journal

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 Wall Street Journal interviews Michael Underhill CIO of Capital Innovations regarding risk-averse investors having a new option to consider in Ground Leases. 

The Growing Allure of Data-Centers: Barron's

New Real Estate Play for Income Investors: Wall Street Journal

How to Invest in Hotel Properties: U.S. News & World Report

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 Barron's interview with Michael Underhill CIO of Capital Innovations regarding the growing allure of Data Center investing. 

How to Invest in Hotel Properties: U.S. News & World Report

How to Invest in Hotel Properties: U.S. News & World Report

How to Invest in Hotel Properties: U.S. News & World Report

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U.S. News & World Report interview with Michael Underhill CIO of   

Capital Innovations regarding investing in Hotel REITs.

Safety Income and Growth with Ground Leases: The Real Deal

How to Invest in Hotel Properties: U.S. News & World Report

Safety Income and Growth with Ground Leases: The Real Deal

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 The Real Deal interviews Michael Underhill CIO Capital Innovations regarding Ground Leases as they offer insulation against industry-specific downtowns or geography-specific events.

Investments & Wealth Monitor Whitepaper Series

How to Invest in Hotel Properties: U.S. News & World Report

Safety Income and Growth with Ground Leases: The Real Deal

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"Neoliberal Globalization, Deflation, the Rise of Populism & Investment Implications" 

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Is Malthusian theory still relevant today?

Agriculture innovation key to feeding the world

Right now, we have 7.5 billion people on the planet. By the year 2050, we’re going to be approaching 10 billion people. To feed them all, we are going to have to radically and substantially increase our agriculture productivity and we need to do that through innovation. 


Feeding the world requires a strong agricultural industry. Cultivating and processing agricultural commodities—including crops, livestock, timber and more—is critical to society. From farming yields and quality standards to equipment and processing facilities, agribusiness is a growth opportunity around the globe, and the private equity industry is playing an important role in building this sector. Agribusiness touches on many issues. It is vital for food security, job creation and economic growth, especially in rural communities. It provides fiber, building materials and bioenergy to help meet the world’s rising energy needs. Large-scale commercial farming and processing—the types of operations that attract commercial and often international investment—will play an even more important role as the world’s population continues to grow and more people enter the middle class and move to cities. With a focus on sustainability, these operations can generate great value to both investors and society, responsibly producing an array of goods demanded by consumers around the world.