Spotlight Article

When Will Real Estate Hit Bottom?

Exit queues grew to a record 19% of NAV across the core real estate NFI-ODCE Index as of 2Q 2024. Recent NFI-ODCE rule changes introduce drivers of secular differentiation and future return dispersion. Looking ahead, multiple indicators signal an upcoming start to market clearing activity.  ACG covers the impact of these recent shifts, the early signs of a real estate thaw, and how exit queues can quickly morph into entry queues.
 


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The Evolution of Private Wealth

More than $80 trillion of wealth is expected to be transferred within families over the next two decades. The formation of family offices that partner with ultra-high-net-worth (UHNW) families has surged in the last five years. ACG discusses the investing trends for UHNW families going forward as they face several challenges preserving their family’s wealth, legacy and harmony.

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2024 Presidential Election – Comparing Fiscal Agendas

With both candidates having clinched their respective primaries, the 2024 presidential election is set as a rematch between incumbent President Joe Biden and challenger Donald Trump. Given the unusual circumstances of both having already been president, each candidate now has a track record that provides insight into what a second term agenda could look like.

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Is Cash King?

The Federal Reserve raised interest rates 5.25% over the last two years – an abrupt shift from previous zero-interest rate policy. Yields above 5% have attracted investors to money market funds as total assets grew ~20% in 2023 to more than $6 trillion. While holding more cash may help ease investors’ concerns around short-term volatility, holding too much cash may actually increase the probability that a portfolio falls short of its long-term goals and objectives.

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Are Investors Becoming Complacent?

Risk assets have continued their rally in 2021 as investors discount an end to the pandemic and a surge in global economic growth. Valuations across traditional stocks and bonds remain elevated. More complex segments of the financial markets, including crypto-currencies and SPACs are being inflated by speculation and social media momentum. Are investors becoming complacent?