Is anyone shopping or in an office? How to approach real estate in a rapidly changing economy

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In a world of increasing economic uncertainty paired with the U.S. Federal Reserve’s hawkish stance on interest rates, is there a place in my portfolio for private real estate?  Is the diversification and inflation mitigation that real estate investing has provided historically still relevant?  Since 1983, Invesco Real Estate has navigated multiple real estate and economic cycles.  These cycles have been accompanied by incredible technological innovation and major demographic shifts in living and lifestyle. 

Join our webcast where our investment professionals will share their perspectives on these key topics:

• Examine the current outlook of the real estate market and how the use of real estate has evolved to where we consume, live, innovate and connect (CLIC)
• Examine the characteristics of private real estate equity and debt
• Discover what strategies across the risk-return spectrum may be most compelling in these markets, and why
• Review how the current macroeconomic environment may impact various property sectors while also creating attractive investment opportunities.

Sponsored by

Accepted for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®. The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.

Invesco Distributors, Inc., Invesco Advisers, Inc., and their affiliates do not provide legal or tax advice. This information is provided for general educational purposes only and is not to be considered legal or tax advice. Investors should consult with their legal or tax advisors for personalized assistance, including information regarding any specific state law requirements.

Diversification does not guarantee a profit or eliminate the risk of loss.

This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
Investments in real estate related instruments may be affected by economic, legal, or environmental factors that affect property values, rents or occupancies of real estate. Real estate companies, including REITs or similar structures, tend to be small and mid-cap companies and their shares may be more volatile and less liquid.

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH PUBLIC

Not a Deposit - Not FDIC Insured - Not Guaranteed by the Bank - May Lose Value -Not Insured by any Federal Government Agency

Invesco Advisers, Inc. is an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities. Invesco Distributors, Inc. is the US distributor for Invesco’s retail products. Both are indirect, wholly owned subsidiaries of Invesco Ltd.

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Speakers

Beth Zayicek
Managing Director Chief Operating Officer
Invesco Real Estate

Beth Zayicek is a Managing Director and the Chief Operating Officer (COO) of Invesco Real Estate (IRE). As COO, Ms. Zayicek is responsible for overseeing the day-to-day operation of IRE's global real estate business and serves as a member of IRE's Global Executive Committee. Ms. Zayicek joined Invesco in 2008 and entered the industry in 2003. Prior to her COO role, she served as the senior director of investment analytics, where she led the team responsible for the analysis of all US direct real estate acquisitions and served as a member of the firm's Investment Committee. Previously, she served as an associate portfolio manager responsible for portfolio strategy for several of IRE's separate account clients and as a senior investment analyst responsible for the analysis of new acquisitions in the Northeast.

Prior to joining Invesco, Ms. Zayicek worked as a member of the corporate and investment banking analyst program and real estate private equity group at KeyBank. She also worked as the director of capital markets at DDR Corp. Ms. Zayicek earned a BS degree in management with a concentration in finance from Case Western Reserve University. She is a member of the Women's Bond Club and is an active participant in the Invesco Women's Network.

Bert J. Crouch
Managing Director Portfolio Manager
Invesco Real Estate

Bert Crouch is a Managing Director and Portfolio Manager with Invesco Real Estate (IRE). In this role, he is primarily focused on the strategic, transactional, financing and fundraising sides of both opportunistic investments and credit originations related to commercial and multifamily real estate across the US and Europe. Mr. Crouch is also the Lead Portfolio Manager for the opportunistic strategies, as well as a member of the firm’s Investment Committee and Investment Strategy group. Mr. Crouch joined IRE in 2009, where he led the formation and growth of its Structured Investments platform. Before joining IRE, Mr. Crouch served as the director of acquisitions for Presidio Investments, a wholly owned subsidiary of Hunt Realty Investments, where he was responsible for leading the execution of Presidio’s investment strategy focused on the acquisition of secondary commercial mortgages and investments in public real estate securities. Prior to Presidio, Mr. Crouch worked in the New York office of Wells Fargo’s real estate merchant banking group, where he originated and acquired highly structured commercial mortgage products. He has over 15 years of real estate experience. Mr. Crouch earned a BBA in finance with honors from the McCombs School of Business at the University of Texas at Austin. He also completed Wells Fargo’s credit management training program in San Francisco.

Justin Rimel
Senior Director, Portfolio Manager
Invesco Real Estate

Justin Rimel is a Senior Director at Invesco Real Estate. He is dedicated to IRE’s domestic high-returning strategies. His primary role involves identifying, structuring and executing on high-returning real estate investment opportunities with an evolving role within portfolio management on behalf of IRE’s various opportunistic and value-add initiatives. Justin began his investment career in 1999 and joined Invesco Real Estate in 2020. Prior to joining Invesco, Justin was a managing director at Third Point, where he developed and managed a direct real estate program targeting opportunistic investments in both the public and private markets. Before that, he worked at CIM Group and was an integral part of opening its Manhattan office.

Justin earned a Bachelor of Science in Business from the University of California at Berkeley.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.