Ryan Swehla - UC Berkeley Haas Business School - Graceada Partners Real Estate Strategies Overview

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Summary
Ryan Swehla from Graceada Partners shares his presentation for UC Berkeley Haas Business School’s executive education program for public pension trustees. His presentation goes over real estate strategies, focusing on core, value-add, and opportunistic approaches. He explains the benefits and characteristics of these strategies, discusses their role in a diversified investment portfolio, and highlights the importance of private real estate in achieving higher returns with lower volatility.

In this Episode

00:00 Introduction and Background

00:50 Why Invest in Real Estate?

01:12 Understanding Low Correlation

02:37 Efficient Frontier and Illiquidity Premium

04:56 Real Estate Strategies Overview

05:16 Core Real Estate Strategy

05:32 Value Add Real Estate Strategy

05:54 Development or Opportunistic Real Estate Strategy

07:42 Management Styles and Compensation

08:46 Market Cycles and Leverage

14:05 Sponsor Types: Operator vs Allocator

15:35 Conclusion and Key Takeaways