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Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Episodes
Friday Nov 17, 2023
Friday Nov 17, 2023
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, delves into the world of net lease investments with Sharon Kilmer, Managing Director on TPG Angelo Gordon’s Net Lease Real Estate team. Sharon, who brings deep experience in both credit management and fixed income portfolio management, provides an insightful overview of net lease assets and their growing significance in the real estate market. She explains the nuances of net leases, emphasizing why industrial properties, particularly mission-critical ones, make attractive investments for insurance companies seeking stable, long-term cash flows. Sharon also discusses the benefits of net lease investments as a bond substitute, highlighting their role as a volatility dampener in a portfolio.
Whether you're looking to understand the fundamentals of net leases or seeking strategies to align long-duration assets with insurance liabilities, this episode offers valuable perspectives on the evolving landscape of real estate investing.