• Two Current Themes in Alts - Episode 9

  • 2025/04/30
  • 再生時間： 27 分
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Two Current Themes in Alts - Episode 9

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  • Pedro and Chihiro discuss a recent report from JP Morgan (linked below) and focus on two themes in particular.


    1. The persistent US housing shortage will create investment opportunities. While we agree about the long term, there's still potential for significant short term capital displacement particularly in office and multifamily as a correction may be ongoing. Also, building affordable housing is always a challenge due to NIMBYism.

    2. Investing in businesses may be on the rebound based on the inflection point in yearly IPO volume, as well as improving valuation multiples. Of course, at Beyond Stocks we're fans of investing in businesses via private offerings as opposed to the stock market.


    JP Morgan blog post: https://www.jpmorgan.com/insights/investing/investment-strategy/alternative-investments-in-2025-our-top-five-themes-to-watch


    Chihiro Kurokawa and Pedro De Leon Jr. are regular dudes who love investing in and learning about alternative assets. We bring you authentic discussions and industry experts to help people understand that wealth can be built outside of investing in stocks and bonds.

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あらすじ・解説

Pedro and Chihiro discuss a recent report from JP Morgan (linked below) and focus on two themes in particular.


1. The persistent US housing shortage will create investment opportunities. While we agree about the long term, there's still potential for significant short term capital displacement particularly in office and multifamily as a correction may be ongoing. Also, building affordable housing is always a challenge due to NIMBYism.

2. Investing in businesses may be on the rebound based on the inflection point in yearly IPO volume, as well as improving valuation multiples. Of course, at Beyond Stocks we're fans of investing in businesses via private offerings as opposed to the stock market.


JP Morgan blog post: https://www.jpmorgan.com/insights/investing/investment-strategy/alternative-investments-in-2025-our-top-five-themes-to-watch


Chihiro Kurokawa and Pedro De Leon Jr. are regular dudes who love investing in and learning about alternative assets. We bring you authentic discussions and industry experts to help people understand that wealth can be built outside of investing in stocks and bonds.

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