Data centers and infrastructure are promising. Offices aren’t, but the situation there may not be as dire as many fear. Maybe urban centers won’t go down the chute, after all. Some retail will be OK. Forget about farmland.
These are among the insightful observations from CIO’s latest episode in our “2021 Asset Allocator Series.” With institutional investors looking for opportunities not correlated to equities, yet offering better returns than fixed income amid low interest rates, the session, which focused on real estate and real assets, was a bonanza of useful information.
The webinar, held Tuesday, featured two asset allocators with strong real estate expertise: Farouki Majeed, CIO of the School Employees Retirement System (SERS) of Ohio, and Monte Tarbox, executive director, investments, for the National Electrical Benefit Fund (NEBF). Christine Giordano, CIO’s managing editor, was the moderator.