Tower Peak Partners: Our Story and Vision In this video, Tower Peak Partners’ Co-Founder and CFO Denis Sédès reflects on the gaps he observed in how financial sponsors and banks supported the industrial community. "Although the sector’s challenges were well known, its profound influence on global industrial value chains had not been sufficiently addressed." Watch the full video here: https://lnkd.in/gs565sPm #TowerPeakPartners #TPP #Sustainability #IndustrialTransition #PrivateEquity #ClimateInvesting #MiddleMarket #Innovation
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Bell Direct’s Senior Market Analyst, Grady Wulff joined Seven Network’s Your Money & Your Life to reveal Life360 (ASX:360) as this week’s Stock of the Week. Watch the full segment below to find out why Life360 is making waves in the tech space and what could be next for the stock. #StockOfTheWeek #Investing #Trading #StockMarket #ASX #Markets
Your Money & Your Life
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Citywire spoke with Rob D. Arnott about bringing our $20B US-based Systematic Global Active Equity (SAE) strategy to Europe through a partnership with Russell Investments. “SAE is an active strategy that is rooted in an idea we pioneered 20 years ago based on fundamental index weights with quality and momentum filters. It weights companies according to their economic footprint, which means it will always have a value tilt,” Rob told Citywire. Read the full feature by Dylan Lobo: https://lnkd.in/ei-ek5QS #SystematicInvesting #FactorInvesting #ActiveEquity #ResearchAffiliates #RussellInvestments [Disclosures: http://bit.ly/3hT1PuD]
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Great to see Citywire highlighting our partnership with Russell Investments and the expansion into Europe with the Systematic Global Active Equity (SAE) strategy. Rob D. Arnott provides insight into how this approach builds on two decades of research in systematic investing and factor innovation.
Citywire spoke with Rob D. Arnott about bringing our $20B US-based Systematic Global Active Equity (SAE) strategy to Europe through a partnership with Russell Investments. “SAE is an active strategy that is rooted in an idea we pioneered 20 years ago based on fundamental index weights with quality and momentum filters. It weights companies according to their economic footprint, which means it will always have a value tilt,” Rob told Citywire. Read the full feature by Dylan Lobo: https://lnkd.in/ei-ek5QS #SystematicInvesting #FactorInvesting #ActiveEquity #ResearchAffiliates #RussellInvestments [Disclosures: http://bit.ly/3hT1PuD]
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A lot of people still think Toronto doesn’t cash flow — but that’s because they’re looking at the wrong type of property. Multiplexes are cash flowing on day one right now, and if you layer in a value-add strategy the lift is even bigger. One deal can drive both cash flow and equity at the same time. Great conversation with @metrosuite on how investors are doing this in today’s market. #TorontoRealEstate #multiplexinvesting #valueadd #torontoinvesting #missingmiddle
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Where are real yields headed this quarter? In today’s European and LATAM markets, discerning investors face a landscape shaped by shifting interest rates and evolving retrofit opportunities. At SG Capital, our founder-led approach means direct access to the strategic thinking behind every move—no filters, just actionable insight. Key takeaways from our latest review: ▶️ Brown-to-green repositioning is accelerating as regulatory pressures intensify. ▶️ Real yields in prime residential remain resilient, with select urban assets outperforming. ▶️ Cross-border capital flows are returning, but disciplined underwriting is critical. At SG Capital, we believe in demystifying market timing and empowering our community with clarity and conviction. How are you navigating today’s complexity? We’d love to hear your perspective—join the conversation below. 🏛️ #RealEstate #InvestmentStrategy #MarketInsights #PropertyInvestment #WealthBuilding #SGCapital
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𝑨𝒔 𝑻𝒉𝒆 𝑫𝒆𝒂𝒍 𝑻𝒖𝒓𝒏𝒔 𝒍𝒂𝒕𝒆𝒔𝒕 𝑬𝒑𝒊𝒔𝒐𝒅𝒆 𝒊𝒔 𝑳𝒊𝒗𝒆!🎙️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 𝐓𝐢𝐭𝐥𝐞: ⚡ 𝐁𝐨𝐥𝐭-𝐎𝐧 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧 — 𝐍𝐨𝐫𝐭𝐡 𝐒𝐡𝐨𝐫𝐞: 𝐁𝐮𝐲 𝐯𝐬. 𝐁𝐮𝐢𝐥𝐝 𝐢𝐧 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲 What’s the real walk-away price? When strategic value enters the chat, valuation isn’t just math — it’s judgment. North Shore Climate Services may command ~9x+, raising the question: Is that too much for a smaller business… or the cost of locking down market advantage before someone else does? In PE, price signals opportunity cost, and missing the deal might cost more. 👉 Watch the latest episode to see how this one plays out here: https://lnkd.in/gA--RPAq #PrivateEquity #BuyVsBuild #BoltOnAcquisition #DealStrategy #HVAC #MergersAndAcquisitions #AsTheDealTurns
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Real Estate Valuation Took Center Stage at NCREIF One of my biggest takeaways from last week’s NCREIF conference: valuation is no longer a supporting act. It’s central to strategy, governance, and investor confidence. 🔹 Daily NAVs no longer terrify me — while many argue the juice isn't worth the squeeze here, I was energized to hear how service providers are working within existing valuation policies to layer automation and modeling on top. Minimizing disruption while unlocking direct contribution capital? That’s a win. 🔹 Continuation vehicles are here to stay — and rightly so. In these structures, valuation can make or break investor confidence. A disciplined, transparent approach isn’t optional — it’s foundational. Through it all, NCREIF’s focus on transparency, consistency, and professional skepticism felt like a grounding force amid rapid evolution driven by data, automation, and GenAI. The bar has been raised for valuation professionals. And the industry is watching. What stood out to you at NCREIF? #RealEstateValuation #InstitutionalRealEstate #ValuationLeadership #NCREIF2025 #ValuationMatters Brett M. Johnson, Kevin Hanrahan
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Great to explain the top property trends of 2025 and what’s on the horizon for 2026 with Eoghan Johnston, from regulatory shifts to rising transaction times and other factors shaping the market. With speculation around potential changes to SDLT already making waves, it’s clear regulatory pressure is building. At the same time, transaction times are stretching beyond 200 days, with significant delays across the UK, particularly in London and Kent, making the process more frustrating than ever. We break it all down in our latest video. #iamproperty #PropTech #SDLT #Trends
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Resident experience doesn’t pay distributions — execution does. Most operators say they care about residents. Few actually measure the things that translate that care into renewals, reputation, and real returns. In our latest episode of The Full Out Real Estate Investor, Mark Faris and John Makarewicz break down: 🔹 The 5 KPIs that connect resident experience directly to NOI — the levers that drive lasting value for investors 🔹 How small operational tweaks can add hundreds of thousands in value 🔹 The hidden math behind renewals, reputation, and delinquency that most investors overlook If you’re serious about scaling your portfolio and mastering the operations that multiply wealth, this episode is a masterclass in turning resident experience into lasting investor returns. 🎙️ Watch the full episode: https://lnkd.in/gKTyNGAX #multifamily #assetmanagement #NOI #realestateinvesting #operations #residentexperience #propertymanagement #SunBelt #valueadd
5 KPIs That Prove Resident Experience Drives Financial Performance
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The market never stands still, and neither should your strategy. Smart investors know when to pivot, when to pause, and when to move with conviction. At TIG, we read the signals, not the noise - adapting to market shifts with structure, clarity, and focus. Because in commercial real estate, timing isn’t luck, it’s strategy. #MarketInsight #CommercialRealEstate #InvestorStrategy #TheInvestmentsGroup
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