Mastering Real Estate Returns: Insights from AXA Investment Managers, VP of Transactions

[Published on September 3rd 2024]

In today's dynamic real estate market, optimizing returns demands innovation and strategic foresight. Alex Schaefer, VP of Transactions at AXA Investment Managers, offers key insights into prevailing strategies and pivotal considerations shaping the industry's landscape.

  1. Which strategies are being most widely used today, to navigate complexities and optimize returns?

With interest rates on the upswing, investors are leveraging creative financing solutions. Seller financing, rate buydowns, and non-traditional lending sources are pivotal strategies to maximize returns and bolster portfolio resilience in volatile economic climates.

  1. How are leading firms in your industry approaching regulatory challenges?

Leading firms proactively navigate regulatory challenges. Alex emphasizes continuous monitoring and agile adaptation of compliance frameworks. This ensures alignment with evolving standards while sustaining operational efficiency and competitive edge. Integrating ESG considerations underscores commitment to sustainability and investor expectations.

  1. What considerations are important in developing exit strategies for joint ventures?

Crafting effective exit strategies demands aligning incentives and time horizons across all parties. Flexible exit mechanisms, considering equity contributions and prioritizing liquidity, enhance partnership dynamics and mitigate market risks.

  1. Why participate in iGlobal Forum? What unique insights and perspectives do you intend to contribute to the event scheduled for October 15, 2024, in New York, and what significance does this event hold for you?

Participating in iGlobal Forum’s upcoming Global Leaders in Real Estate is pivotal for AXA Investment Managers US Inc. It's a prime place to connect with diverse investors and peers, gaining insights into emerging trends, innovative financing, and technological disruptions in real estate transactions. Alex is excited to share expertise on navigating complexities, optimizing returns, and advancing sustainable growth initiatives.

Conclusion

Alex Schaefer's insights underscore the imperative of agility, innovation, and strategic foresight in achieving sustainable growth in real estate. By embracing creative financing, proactive regulatory compliance, and robust exit strategies, firms can thrive amidst market uncertainties. The iGlobal Forum serves as a critical hub for collaboration, insight sharing, and shaping the future of real estate investment.

For further insights on commercial real estate investment strategies, join us at the Global Leaders in Real Estate Summit on October 15th in New York.

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About the Author
Melissa Smith, Content Developer at iGlobal Forum

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