Comments on: The High Cost of Low Interest Rates http://gdmig-reitwrecks.com/2011/10/the-high-cost-of-low-interest-rates.html High Yield REITs And Commercial Real Estate Wed, 30 Apr 2014 22:24:37 +0000 hourly 1 https://wordpress.org/?v=4.2.30 By: rick http://gdmig-reitwrecks.com/2011/10/the-high-cost-of-low-interest-rates.html#comment-195645 Mon, 11 Feb 2013 16:39:57 +0000 http://reitwrecks.com/?p=1578#comment-195645 The other side of this coin is that the majority of pensions are 100% in on equities. And there is no way to pitch them to switch.

The other is that they are not adjusted to reality of this so called low yield. So what that “crowding out” really means is vertical integration, whereby plan sponsors are allocating themselves thus lowering monitoring costs on multiple small investments.

I don’t buy this underfunding and this yield issue to pensions I speak with. No one ever pays out 100% to plan contributors at once- and by way of yield, most are doing pretty well. This is HF, VC, PE, equities salesman scare tactics.

How hard is it to set up an internal RE unit in a pension?
1 call. 1 to a recruiter to get a experienced real estate guy to have him head up a new division.

real estate is modular- so are the roles, this is 1 sector that doesn’t really care about mgt its just a jigsaw numbers shuffling game.

]]> By: crabsofsteel http://gdmig-reitwrecks.com/2011/10/the-high-cost-of-low-interest-rates.html#comment-78579 Sat, 07 Apr 2012 20:53:25 +0000 http://reitwrecks.com/?p=1578#comment-78579 Penner recently parted ways with CBRE. There is an excellent lecture series he did which is posted on Youtube

http://www.youtube.com/watch?v=Y46nUEXxN3k

]]> By: Lee Zehrer http://gdmig-reitwrecks.com/2011/10/the-high-cost-of-low-interest-rates.html#comment-67185 Wed, 08 Feb 2012 18:27:43 +0000 http://reitwrecks.com/?p=1578#comment-67185 And we are all responsible for electing the politicians who are doing this to us.

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