CFA Society North Carolina welcomed Shane Schofield for a riveting presentation on real estate investing. His presentation explored the main features and benefits of US and Global Listed Real Estate. The presentation also provided additional insight into the market and sector composition of Real Estate and comparisons into different types of real estate. The presentation concluded with going over various performance indicators of Real Estate and an overview of different property types. At the end of the session participants understood:
- Features, Benefits, and comparisons of Listed and Private Real Estate
- Market and Sector Composition
- Non-Listed REIT Market Overview
- Listed Real Estate Performance indicators and Property Type Overview
Speaker Bio:
Shane Schofield is a Client Portfolio Manager at Invesco Real Estate. Shane’s primary responsibility is to engage with broader Invesco distribution and grow IRE’s presence in the financial intermediary channel. Shane began his investment career in 1993 and joined Invesco Real Estate in 2020. Prior to joining Invesco, He was an Executive Vice President and Head of Institutional and Retail Intermediary Distribution for Hartman Real Estate. He was responsible for leading the firm’s strategies for all Capital Raise initiatives, Marketing, and National Accounts. Prior to Hartman Real Estate, Shane was with JLL/LaSalle Investment Management, Hines Real Estate, Franklin Templeton Investments, American Funds, Putnam Investments and began his career with Van Kampen Merritt. Shane earned a Bachelor of Business Administration with a major in Finance from the University of Georgia and a Master of Business Administration with a major in Management from Georgia State University. He is a Certified Investment Management Analyst (CIMA).
Powerpoint Presentation
Members and stakeholders: please contact CFANC for the password.
Pedro Bernal, CFA | Anne Rogers
