(Re)Balancing Act: Navigating Private Versus Public Rebalancing Strategies

Key Takeaways Rebalancing private vs public is altering the extent of capital invested privately relative to the public markets. It seeks to balance risk, enhance liquidity, and position a portfolio in accordance with objectives and timeline. Common catalysts are valuation changes, cash requirements, and regulatory or tax amendments. Strategies vary from occasional rule-based rebalancing to […]

Liquidity Planning for Syndications: Strategies, Risks, and Investor Confidence

Key Takeaways Liquidity planning for syndications means having plenty of cash and liquid assets to cover investor distributions, fees, and surprise expenses. It involves cash flow projections, reserve sizing, timing of exit, and backup funding. Good plans employ scenario analysis and clear governance to minimize payment lags and safeguard returns. Managers monitor liquidity scores and […]

9 Red Flags in Underwriting Assumptions to Spot Loan Application Fraud

Key Takeaways Red flags in underwriting assumptions are indicators that loan or insurance models may be suspect. They feature erratic revenue numbers, unfounded growth rates, dismissed competitive trends, and fanciful cost assumptions. These issues increase risk for lenders and insurers and can cause mispricing or loan losses. Recognizing common trends and straightforward checks enables teams […]

12 Inflation-Resistant Assets to Protect Your Portfolio in 2025

Key Takeaways An inflation resistant assets list identifies investments that typically hold value during periods of rising prices. Typical entries are real estate, inflation-indexed bonds, commodities such as gold and energy, and stocks of firms with pricing power. Each alternative exhibits distinct risk, liquidity, and return trajectories. Investors tend to mix assets to reduce risk […]

Stress Testing Deals: Sensitivity, Metrics, and Why Investors Overlook It

Key Takeaways Stress testing deals sensitivity evaluates how loan portfolios and investment deals respond to shifts in market sensitivities like interest rates, defaults, and recovery assumptions. It gauges potential losses under such scenarios and assists in quantifying capital requirements and price adjustments. Analysts compare outcomes with scenario tables, sensitivity grids, and break-even points. These results […]

Rent Growth vs. Expense Growth: Investment Reality and Global Trends

Key Takeaways The rent growth vs. Expense growth reality is a critical aspect of real estate investment. Most markets have rents increasing alongside maintenance, taxes, and insurance costs. Net cash flow depends on their relative pace and vacancy trends. Investors need to follow local rent indexes, utility rates, and repair cycles to experience actual returns. […]

Why Investors Are Turning to Private Real Estate Secondaries—and How Insurance Can Secure Returns

Key Takeaways About: secondaries in private real estate. Secondary market transactions occur when existing investors sell interests in private property funds or portfolios. These transactions provide both liquidity and price discovery to holders and offer purchasers the opportunity to access seasoned assets at discounted cash flows. Sellers often seek capital reallocation or balance sheet relief. […]