Investing in Net Leased Real Estate
Exploring the Future of Net Leased Real Estate with Justin Arasin, Managing Director of U.S. Realty Advisors
The EisnerAmper Engaging Alternatives podcast series recently featured Justin Arasin, Managing Director of U.S. Realty Advisors, discussing the outlook for investing in net leased real estate. Arasin highlighted the firm’s focus on generating long-term stable cash flow backed by operationally critical assets with creditworthy tenants. With $6.5 billion in assets under management, U.S. Realty Advisors has a track record of success in the industry.
Arasin emphasized the benefits of net leased real estate as a hybrid investment between fixed income and real estate, offering diversification and potential for capital appreciation. He pointed out that net leased industrial properties, particularly in sectors like semiconductors and electric vehicles, present significant opportunities for investors.
However, Arasin also acknowledged challenges in the current market environment, such as the need for careful manager selection and the impact of changing work patterns on office real estate. He advised caution in urban-based skyscraper office assets and recommended focusing on suburban low-rise office spaces with flexible floor plans.
In terms of investment structures, Arasin discussed the appeal of capital call drawdown structures for investors seeking long-term illiquidity premium. He noted a growing interest in pairing different managers and structures to optimize returns and liquidity.
Overall, Arasin expressed excitement about the future of U.S. Realty Advisors, emphasizing the firm’s commitment to building a strong culture, driving innovation, and delivering results for investors. The podcast provided valuable insights for listeners interested in net leased real estate and alternative investment strategies.
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