Ali Houshmand, Global Head of non-traded REITs for EQT Group, joined Keith Black, Managing Director of RIA Channel, at the CAIS Summit to discuss investing in sector-focused real estate funds, such as industrial and logistics properties.
EQT, based in Stockholm, manages $250 billion in assets across private equity, infrastructure, and real estate. EQT takes an operator-driven mindset in its portfolios, with assets held in Asia, Europe, and the United States.
EQT brings global scale with local know-how, operating a completely vertically integrated real estate business. The real estate business operates from 50 global offices, including 24 in the United States. All properties purchased are leased, managed, and operated by EQT’s local teams, which provides deep intelligence into the local markets.
EQT operates sector-focused funds, allowing investors to choose the sector exposures they desire. The firm is the third largest owner-operator of industrial real estate in the US. Within the industrial sector, EQT’s properties focus on supporting supply chain operations, including both last-mile facilities and one-million-square-foot distribution centers.
Changing consumer trends toward e-commerce have been supporting the logistics story. The growth in industrial valuations and properties has come, in part, from the slowing demand for retail real estate. The reshoring of manufacturing is also supportive of the market for industrial real estate.
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