Bill Hughes, managing director, liquid strategies at Digital Bridge Investment Management, joined the latest episode of the REIT Report podcast. He discussed opportunities in listed real estate and REITs for institutional investors, the impact of liquidity on market dynamics, the importance of strategic portfolio construction in relation to interest rates, and more.
Hughes noted that now is an “interesting time” for institutional investors to be thinking about their allocation to public real estate, where a number of higher quality assets are trading at material discounts to private market values. He described the public markets as having “a decent number of mispriced and interesting” investments available right now.
During the interview he also noted that for DigitalBridge, focusing capital into “idiosyncratic stories within a fairly rich and diverse opportunity set that is the REIT market” provides its investors with exposure to investments that are significantly different from what they can find in the private markets or in a market cap weighted index.
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