In 2013, Whitney DeSoto had just been employed as managing director for real assets at the Overton Pension Fund (OPF).
Her job was to aid recommendations to the board of trustees to launch property into the fund's portfolio, which till date had been invested solely in bonds and stocks. Combining her knowledge of contemporary portfolio theory with her institutional expertise in real estate, DeSoto needed to make a decision as to what fraction of the fund should optimally be invested in real assets.
She subsequently faced the task of deciding whether to put money into public or private real estate. If she believed private real estate went in the portfolio, she had to identify the most effective vehicle, the most effective investment strategy, and ultimately the specific investments to advice.
PUBLICATION DATE: January 31, 2014 PRODUCT #: KEL824-HCB-ENG
The Search for Property Institutional Investment in Real Estate Case Study Solution
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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