Resources

Insights & Commentaries

Insights

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Your Guide to Global Real Estate Investing

The benefits of real estate investing in today's market and the different investment options available when accessing this asset class. 

 

 
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The Opportunity of REITs: Thinking Beyond Stocks and Bonds

Real Estate Investment Trusts (REITs) add diversification and can reduce volatility in investment portfolios, complementing traditional assets while capturing the benefits unique to real estate. 

Commentaries

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Timbercreek Global Real Estate Income Fund - Quarterly Manager Commentary

The Timbercreek Global Real Estate Income Fund is pleased to provide you with a quarterly update which highlights the Fund's performance, portfolio changes and includes a quarterly market commentary from the Portfolio Manager.

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Timbercreek Four Quadrant Global Real Estate Partners - Quarterly Manager Commentary

The Timbercreek Four Quadrant Global Real Estate Partners is pleased to provide you with a quarterly update which highlights the Partnership’s performance and portfolio activity.

In the Media

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Timbercreek mapping big bridge-loan fund

Timbercreek Asset Management is soliciting equity for a fund with the goal of originating $1 billion of bridge loans in the U.S.

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Timbercreek targets $1 billion for launch of U.S. debt fund

The fund will target rental real estate developments and renovations, and be leveraged with an equal split of equity and debt

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Smart REITs are playing the land development card

Timbercreek Senior Managing Director Corrado Russo sees potential of double-digit returns on real estate investment trusts despite higher interest rates

 

 

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Four picks in the real estate sector

Corrado Russo shares his top picks for the Timbercreek Global Real Estate Income Fund.
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Timbercreek's Optimistic Outlook for Real Estate

Higher interest rates usually mean stronger economies, inflation and low unemployment, which are positive for real estate securities, says Timbercreek's Corrado Russo.

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Global REITs expected to deliver 10% returns

Corrado Russo, Senior Managing Director, Investments and Global Head of Securities anticipates that this year's market conditions will be favourable for global real estate securities.

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Global REITs to deliver up to 10% in 2018: report

Timbercreek's bottom-up fundamental analysis currently suggests that global REITs are priced to deliver another year of positive total returns for 2018 consisting of a 4.6% cash flow yield and a 4%-5% earning growth.

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What to expect from global REITs in 2018

In an environment where global equity markets are reaching all-time highs and fixed income faces higher interest rates, we believe that real estate offers an attractive source of alternative yield with growth potential expected to exceed inflation.

 
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What to expect from REITs when rates rise

An actively managed, global REIT portfolio, can help advisors diversify their clients' holdings while providing them with strong, reliable income that mitigates increased volatility.

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Don't Fear REITs When Rates Rise 

Corrado Russo discusses the performance of REITs in a rising rate environment.

 
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Big-Box Retailers' Woes Highlight Shifting REIT Landscape

Corrado Russo joins Bloomberg TV Canada to discuss how the troubles of Sears Canada and Hudson's Bay may impact the bottom line of retail-focused REITs.

 
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A Four Quadrant Approach to Real Estate Investing

Boost client portfolios with a balance of public and private exposure to real estate equity and debt. 

 
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Hotel Investing and Euro Pains and Gains

Corrado Russo, Timbercreek Asset Management’s senior managing director, investments and global head of securities describes the Trump win as “a positive surprise” for real estate generally in the U.S.

 
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There IS a Substitute for Direct Real Estate Investment

Actively managed portfolios of global REITs can be an effective proxy.

 
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REITs Expected to Deliver Strong Growth in 2017

A better economy will result high demand for commercial real estate in most regions around the world improving prospects for REITs. 

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A Decent Year Shaping Up for Global REITs in 2017

Timbercreek Asset Management have released a 2017 outlook report that calls for global REITs to deliver an 8.5%–10.5% total return in 2017.

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What to Expect from Global REITs in 2017

Our fundamental approach and valuation models suggest global REITs are priced to deliver an 8.5 – 10.5 per cent total return in 2017

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REITs Outlook: Positive Globally, Mixed for Canada

While many have expressed expectations of hard times for the sector, particularly on the heels of rising interest rates, the 2017 Market Outlook report showcases a sunnier attitude! 

 
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Canadian REITs to See "Low Double Digit" Returns in the Next Year

Corrado Russo discusses the 2017 Market Outlook for Canadian REITs, highlighting key trends including total return expectations and the impact of higher interest rates, with the Financial Post. 

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REITs Could Return Up to 10.5% in 2017, Despite Higher Rates

Advisors.ca reviews the highlights of the Timbercreek Asset Management Market Outlook report. The report discusses a brighter economic outlook, with REITs poised to deliver 8.5% to 10.5% total returns in 2017.

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A Discussion on the Impact of the U.S. Election and Rising Rates on Global REITs

Corrado Russo joins Bloomberg TV Canada to discuss reasons to be optimistic about REITs in a rising-rate environment an the impact of the recent U.S. election.

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Exploring the Benefits of Global Real Estate Investing

Real estate, whether in the form of private, direct investments or publicly traded companies via mutual funds, is particularly fertile ground for the out-of-the-box solutions investors need.  

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Real Estate: A Solution for High Correlations and Heightened Volatility

Tighter correlations between traditional asset classes and increasingly volatile equity markets have left investors searching for solutions that add meaningful diversification and stability to their portfolios.

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How a Trump Presidency Impacts REITs

Trump’s pro-growth, pro-inflationary policies will likely mean an increase in interest rates. But higher rates aren’t necessarily bad for global REITs, if they signal a brighter outlook for economic growth.

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This Fund Manager Finds the Positive Side of Negative Rates

Corrado Russo, Global Head of Securities at Timbercreek, thinks sectors like high-quality European retail real estate will benefit from negative interest rates.  

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Brexit is a Buying Opportunity: Russo, Timbercreek

There will be a buying opportunity (in the U.K.) but not yet. Timbercreek is more focused on the surrounding markets that are going to benefit from this in the immediate term and look to how we take advantage of that.

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REITs No Longer Classified as Financials

Getting to market weight means $100-105 billion of new capital flows would have to come into the REIT market just to meet the benchmark.  

Advisor Materials

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