Real Assets Investments Blog - Versus Capital

Real Assets Investors - Our Most Viewed Posts of 2023

Written by Versus Capital Investment Team | Jan 11, 2024 5:38:07 PM

Here at Versus Capital, our mission is to provide you with the latest updates on the Real Assets Investments market, empowering you to make well-informed investment choices. With a variety of engaging materials such as blogs, videos, and social media posts, we strive to keep you informed. Below, we have showcased the most popular content of 2023. We sincerely hope you continue to find this information valuable.

Real Estate Valuations: Know the Difference Between Price vs. Value

The idea of buying REITs at a discount and waiting for the price to revert to the mean may seem like a tempting proposition since REITs have averaged a 3% premium to NAV over the long term.

However, investors in REIT-focused mutual funds and ETFs have not historically been good at taking advantage of discounted valuations, as illustrated by fund flows in this chart.

REIT investors may (and often do, also shown by the flow data below) accept a price significantly less than the value of the real estate to receive immediate liquidity.

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Why Invest in Real Assets? Population Growth and Urbanization

Urban land area is projected to double by 2060.

How will that impact your clients’ investments? Are your clients positioned to take advantage of this trend?

We believe urbanization will have a profound impact on the demand for real assets.

Find out the reasons behind this bold statement in this blog post.

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Infrastructure Debt: A Complement to Corporate Credit

Interested in an asset class with the potential for high single-digit / low double-digit returns in the current high interest-rate environment?

Meet our newest investment team member, Becca Edil, who is an expert in infrastructure debt. In this video, Ms. Edil elaborates on the reasons why Versus Capital likes the asset class, including:

  • Historically low default rates compared to corporate credit
  • Senior positioning in the capital structure compared to equities
  • Secular tailwinds benefiting infrastructure in general.

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