Benefits of Including Alternative Assets in REIT Portfolios
Including alternative assets, such as REITs on data centers, student housing, warehousing, self-storage spaces, healthcare, and cold chains, offers diversification benefits and steady cash flow prospects. These assets, driven by various demand drivers like digitization, e-commerce, and healthcare needs, have lower systematic risk compared to mainstream REITs, providing stability to investors. The diverse nature of these assets, influenced by megatrends in how people live and work, makes them compelling for portfolio managers seeking to enhance value creation and navigate changing market dynamics.
Aashiesh Agarwaal
Senior Vice President – Research and Investment Advisory, ANAROCK Capital Advisors Private Limited
Aashiesh Agarwaal is working with Anarock Capital Advisors Private Limited covering Capital Markets Research and also advises clients on acquisition and disposition of assets and capital in the India real estate space. You can read Aashiesh’s report on PE activity in Indian real estate on https://bit.ly/3SpDx1d and his work on impact of Insolvency and Bankruptcy Code on real estate on https://bit.ly/3CBqiBw and http://bit.ly/47cUvnC. Aashiesh also has a rich experience in Indian equities as a portfolio manager and lead analyst with leading securities’ firms. Outside work, Aashiesh has a very active interest in Pranic Healing (a form of energy healing), meditation and spirituality. As part of giving back to society, Aashiesh also engages with Wellness @ Workplace – an initiative to promote employee mental health and well-being.
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