actionable-investment-opportunities-in-distressed-markets-01

Actionable Investment Opportunities in Distressed Markets

Recent market volatility has created broad based opportunities not seen since the aftermath of the Global Financial Crisis.

[Webinar] Actionable Investment Opportunities in Distressed Markets

Recent market volatility has created broad based opportunities not seen since the aftermath of the Global Financial Crisis. For investors and families looking to deploy capital in these distressed markets, there are many questions around which opportunities might offer the greatest reward, which are smart bets and which should be avoided all together.

On May 1st, we hosted a panel discussion featuring Scott Solomon, VP – Associate Portfolio Manager at T. Rowe Price,  Jeremy Knox, Senior Investment Director at Schroder Adveq, John Lueken and Jesse Kimball, Founder of Windswept Royalties, LLC.  These featured panelists represented the investment sectors that have been hit hardest by COVID-19 and in the webinar, discussed the most common questions they are currently being faced with, specific areas where valuations have been unfairly punished, where price arbitrage opportunities exist and the economic indicators that are most telling.

In this webinar we discussed:

1) State of the respective markets
2) Where and when investment opportunities could present themselves
3) Actionable investment ideas for families and investors looking to deploy capital

Some Highlights From The Webinar

In the sectors of Public Equities, Global Fixed Income, Private Equity and Oil & Gas, our panelists revealed where and when investment opportunities could present themselves. Here are the four key takeaways:

1. 40% of companies in the Russell 2000 lose money – this creates a sensible short play

2. New round of TALF funding will create opportunities in the Asset-Backed Securities market

3. Healthcare private equity remains well positioned in a post-COVID world

4. Integrated energy companies that are supermajors in the space will go into acquisition mode, accumulating independent operators and interesting assets

Previous Articles

the-ultimate-guide-to-commercial-real-estate-investing

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

how-much-money-do-I-need-to-start-investing-in-commercial-real-estate

How Much Money Do I Need to Start Investing in Commercial Real Estate?

We frequently have conversations where people tell us, “I want to start investing in commercial real estate, but I’m not sure if I have the capital.”

benefits-of-owning-commercial-property-over-residential

Benefits of Owning Commercial Property over Residential

While both types of real estate investments have their benefits, investing in CRE can be more advantageous for several reasons.

The Revolution That Wasn’t

How has technology impacted modern finance and created an asymmetrical relationship between Wall Street and individual investors? In this episode, we speak with Spencer Jakab, the author of The Revolution That Wasn’t and editor of the Wall Street Journal’s Heard on the Street column.

Tax Savings Secrets: How Cost Segregation Analysis Can Save You Money

How can cost segregation analysis help real estate investors maximize their returns? In this episode, John Hanning explores the potential benefits of cost recovery studies and depreciation.

What is a Family Owner’s Manual and Do I Need One?

It’s time to make sure you and your family are set up to continue success for generations to come. Today, Josh Kanter shares his journey transitioning from practice as a transactional attorney to reorganizing his family’s activities under a single-family office.

Key Characteristics of High-Performing Family Offices

Are family offices becoming more popular? In this episode, Robert Daugherty dives into the importance of having a functional family office, and the role of the Chief Learning Officer in it.

Talking to Your Parents about Their Finances

As your parents age, you may find that you want or need to broach the often-difficult subject of finances. In this episode, Cameron Huddleston, an award-winning personal finance journalist, discusses how to have meaningful conversations with your parents about their finances.

Pros, Cons, and Features of Robo-Advisors for the Wealthy

Learn how to amass wealth – the right way, for you. In this episode, Barbara Friedberg, a former portfolio manager and university investments and finance instructor, delves into how robo-advisors have revolutionized traditional financial advisory services.

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?
excelsior-capital-logo-icon-white

Disclaimer

Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.

Excelsior Capital

104 Woodmont Blvd, Suite 203
Nashville, TN 37205

Contact Us