Mike Simanovsky at Conversant Capital has the most innovative strategy I have seen in some time. Public/Private cross-over fund focused on real estate broadly defined. Because real estate is so capital and leverage consumptive, opening up public and private opportunities means there’s always something to do. This solves one of the biggest challenges of institutional investment: through cycle deployment. It’s obviously niche but I think as volatility increases, investors that can always be effectively deploying capital will be increasingly in demand.
Such different ways to deal with investing. Thank you for showing quite a few different approaches in this article and able to find my way in to investing. Loved the article and the way you have dealt with different aspects at the right time while reading.
Mike Simanovsky at Conversant Capital has the most innovative strategy I have seen in some time. Public/Private cross-over fund focused on real estate broadly defined. Because real estate is so capital and leverage consumptive, opening up public and private opportunities means there’s always something to do. This solves one of the biggest challenges of institutional investment: through cycle deployment. It’s obviously niche but I think as volatility increases, investors that can always be effectively deploying capital will be increasingly in demand.
Such different ways to deal with investing. Thank you for showing quite a few different approaches in this article and able to find my way in to investing. Loved the article and the way you have dealt with different aspects at the right time while reading.
Grinnell's shift with excellent allocators after 2000 and into the 2010s has been fascinating to read into.