Featured Story
White Paper: “AI Is Moving Fast—And the Winners Might Not Be Who You Expect”
AI is evolving fast, and so is the way investors are approaching it. In his latest white paper, Dave Harrison Smith, CFA—EVP, Domestic Equities—shares where he sees the shift in AI investing, from buildout to opportunity. Read on for his full analysis:
January 8, 2025
Bailard advances its efforts to seize opportunities in the evolving real estate market. With a disciplined investment approach and an expanded team, the Bailard Real Estate Fund is positioned for growth in the year ahead...
November 30, 2023
Curious about the commercial real estate outlook for 2024? Tess Gruenstein, SVP of Acquisitions & Portfolio Management for Real Estate, joins other real estate experts in dissecting the changing landscape in an outlook piece featured on GlobeSt.com...
October 13, 2023
Jamil Harkness, Research and Performance Associate, explains how investing wisely in private real estate requires patience, prudence, and a focus on fundamentals rather than market timing.
September 14, 2023
Bailard, a values-driven asset and wealth management firm, is delighted to announce that Tess Gruenstein (Senior Vice President, Acquisitions & Portfolio Management, Real Estate) has been honored as one of Pensions & Investments’ Influential Women in Institutional Investing.
August 16, 2023
AI is transforming every sector of the economy and Multifamily real estate is no exception. Tess Gruenstein, SVP of Acquisitions & Portfolio Management, shared her thoughts on the topic with Jeffrey Steele for Multi-Housing News...
April 24, 2023
A byline for NAREIM Dialogues, penned by Bailard Real Estate's Jamil Harkness, discussing the opportunities in the multifamily property type.
March 31, 2023
Jamil Harkness, Real Estate Research & Performance Associate, offers a broad introduction to the potential for attractive investment opportunities in a segment of the multifamily property type that Bailard defines as “Attainable A.”
December 29, 2022
Jamil Harkness, Research and Performance Associate – Real Estate, digs into the ways in which 2022’s aggressive interest rates hikes are affecting lending in commercial real estate.
June 23, 2022
Bailard, an independent, values-driven asset and wealth management firm, is pleased to announce the launch of its new development-focused multifamily real estate strategy, alongside its legacy open-end diversified Core private equity real estate fund.
November 11, 2021
Bailard's Jamil Harkness (Research and Performance Associate, Real Estate) penned a byline for the Fall 2021 issue of NAREIM Dialogues, diving into the performance of CBD offices in gateway metros compared to their suburban counterparts.
May 25, 2021
Bailard, Inc. announced today that the Bailard Real Estate Fund (the “Fund”) has been added to the National Council of Real Estate Investment Fiduciaries’ (NCREIF) Open-end Diversified Core Equity Index (NFI-ODCE) as of March 31, 2021. Bailard’s Fund joins as the NFI-ODCE’s 27th active fund.
November 3, 2020
In its Fall 2020 issue of Dialogues, NAREIM speaks with Preston Sargent, Executive Vice President at Bailard, about office opportunities amidst changing work trends in the post-Covid-19 world.
July 22, 2019
As we go longer into the current economic expansion, investors become ever more anxious about the next downturn.
July 2, 2019
Bailard, a wealth and investment management firm based in California, has expanded their real estate practice with the recent hire of Benjamin Lathrop as Vice President, Director of Business Development and Client Services.
March 31, 2019
Having been with Bailard since the firm’s founding 50 years ago, I understand that long-duration “market tops” late in the cycle can be frustrating times.
March 22, 2019
Opportunity Zones (OZs) have been generating much debate and discussion lately. Created as part of the Tax Cuts and Jobs Act of 2017, OZs are federally-designated areas where real estate investors can get significant tax breaks by developing/re-developing properties.
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All investments have the risk of loss. There is no guarantee Bailard will achieve its investment objectives. Please see each full insight post for its respective disclosures.