Why Watch The 2020 Race?
Here are some fun facts and interesting results to help keep your eye on the RRUR this year:
Looking at the quadrants, REITs had the highest allocation at 45.7%, but only slightly more than private equity at 41.9% of the $30 billion invested. Private debt came in at about 7.3% of the pot and lastly public debt just over 5%. It's been a long cycle and historically REITs would fall first, will this allocation work for the year?
Sure - Industrial is the one to watch, according to the participating students. But the second highest sector allocation goes to...REIT Data Centers at 40% of public equity. Private equity Senior Living is on the radar at almost 10%. Keep an eye on the Captains Blog for more investment strategy insight as we interview each leader on their team's decision-making approach. Will they say core properties are done?
Out of the 17 University entrants this year, 28 are US-based institutions from New York to San Diego. Our International flair includes one each from Canada and England. The US might have an edge with domestic investment options, but can the global investors prevail?

