real estate equity

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 25, 2023 by Alan Forman · across every show →

Everything said about real estate equity, oldest first

Sep 25, 2023 positive
Disclosure
Forman: Yale real estate program invested exclusively in equity
“So essentially, Yale has always just been an equity investor. Unless it's an opportunistic thing within an equity structure, we tended to only invest in the equity, and we only wanted the inflation protection.”
Alan Forman Sep 25, 2023 ▶ 41:11 Alan Forman – Yale Endowment Real Estate (EP.340)
Jan 19, 2026 bearish
Disclosure
Kleinman: Apollo held zero real estate equity on insurance balance sheet before 2022
“On our insurance balance sheet, we had zero real estate equity at the time, which is atypical for a big IG balance sheet like that.”
Scott Kleinman Jan 19, 2026 ▶ 32:31 Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
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