Research & Insights

Research & Insights2018-05-31T21:25:53-04:00

RealVision: Room to Run for Industrial Real Estate

Kevin Kelly, managing partner at Benchmark Investments, joined RealVision on how he is utilizing optionality for a unique play on warehouse giant, Prologis (PLD). In this interview, Kevin says e-Commerce will drive greater demand for industrial real estate solutions offered by Prologis.

July 19th, 2018|

Bloomberg TV: Taking a LEAP on JD.com

Kevin Kelly, Benchmark Investments managing partner, discusses equity markets, options markets and his JD.com options strategy with Bloomberg's Julie Hyman on "Bloomberg Markets." JD.com, traditionally known as a retail company, has invested heavily into industrial properties including logistics, distribution, and fulfillment facilities and it has lead to another leg of growth for the company. JD's retail prowess can be felt in China as they command about 20% of all retail sales.

July 10th, 2018|

Bloomberg TV: How to Trade Alibaba (BABA)

Kevin Kelly, managing partner at Benchmark, discusses markets and his options trade for Alibaba (BABA) with Julie Hyman on Bloomberg TV. Alibaba held its Cloud Computing Conference in Shanghai. Like Amazon, Alibaba is primarily an e-commerce company. Its cloud computing business grew out of the IT infrastructure it built to support its online retailing business. AliCloud will come to represent a bigger portion of the company's overall revenue.

June 19th, 2018|

Barron’s: “Data Centers Take Center Stage in Real-Estate Investing”

Barron's focuses on how data center real estate is providing one of the most compelling investment opportunities, not only in real estate, but also in technology. Data centers are experiencing tremendous rent and demand growth, have high barriers to entry, and are defensive in nature. Data Centers are at the heart of the Benchmark Data & Infrastructure Real Estate SCTR Index (SRVRSCTR). Just last week, the SRVR exchange traded fund launched on the NYSE Arca.

May 19th, 2018|

Bloomberg TV: Options Play for Equinix (EQIX)

Kevin Kelly, managing partner at Benchmark, discusses markets and his options trade for Equinix with Julie Hyman on "Bloomberg Markets" TV. He believes the ongoing adoption of hybrid-cloud network architectures and shift to digital services will continue to drive market expansion and higher revenue for Equinix. EQIX has brought on Amazon.com, Microsoft, Google, SoftLayer and other infrastructure providers, as well as Software-as-a-Service companies.

May 7th, 2018|

Not All Real Estate is Created Equal: Why SCTRs

Real Estate SCTRs℠ provide tailored solutions for commercial real estate investment management. There is significant dispersion of market multiples (Share Prices/Fund From Operations) because each property type has its own set of investment characteristics, including individual economic cycles and risk factors, competition threats, and growth potential.

March 26th, 2018|

Publicly Traded Real Estate: Optimal Exposure

Correlation and risk-adjusted return metrics demonstrate that listed equity real estate investment trusts provide optimal exposure to the real estate asset class. 1998 to 2015, REITs had the highest average annual net return, relatively low correlations with other asset classes, implying good diversification benefits, and strong risk adjusted returns.

March 21st, 2018|