Unlocking Opportunities in Commercial Real Estate | A Manager Conversation with Ninepoint’s Jeff Sayer

In this manager conversation, Sightline Wealth Management’s Warren Gerow engages with Jeff Sayer, CFA, vice president and portfolio manager at Ninepoint Partners, overseeing the Ninepoint Global Real Estate Fund. They discuss an insider’s look into how the fund provides investors with a stable monthly income and long-term returns, even during periods of high rates and market volatility.

Some specific topics covered by Gerow and Sayer include:

  • An overview of the Ninepoint Global Real Estate Fund and its process
  • How the fund determines whether to invest in a real estate opportunity
  • How the fund determines when it is the appropriate time to exit an exposure
  • Why the fund does not hedge against currencies
  • Why investors should consider investing in REITs in an inflationary environment
  • Current challenges facing the retail space and how the fund aims to circumvent them
  • The fund’s current exposure to multi-family REITs
  • How commercial real estate is impacted by rising rates
  • Current outlook for office real estate, as employees continue to work-from-home

Throughout the conversation, Sayer emphasizes how the Ninepoint Global Real Estate Fund has utilized a disciplined process through numerous challenges, from the pandemic to the current rate cycle, to preserve and offer viable returns to its investors. As always, if you have any questions regarding this conversation or are interested in allocating towards the Ninepoint Global Real Estate Fund, please do not hesitate to contact us.

Important Information: 

Warren Gerow is an independent investment wealth consultant at Sightline Wealth Management.

Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts. 

Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds. 

Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.

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