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Equity Investing in Real Estate Through Public and Private Markets

Event Description

​Join us as we host Brad Case, Ph.D, CFA, CAIA as our featured luncheon speaker.  Brad is an economist specializing in real estate investing and will discuss the following:

  1. Long-Term Investment Attributes of Public and Private Real Estate (Correlations, Volatilities, Returns)
  2. The Fundamental Mixed-Asset Portfolio
  3. The Current Real Estate Market Situation (Duration of the Real Estate Market Cycle, The Macro and Interest Rate Environment, Current REIT Valuations)
Bio - 
Brad Case, Ph.D, CFA, CAIA is senior vice president, research & industry information for Nareit.  Dr. Case has researched residential and commercial real estate markets, domestically and globally, for more than 25 years.  His research encompasses investment return characteristics including returns, volatilities, and correlations with other assets; measuring appreciation in property values; inflation protection; use of DCC-GARCH and Markov regime switching models to measure and predict investment characteristics; the length of the real estate market cycle; and the role of the investment horizon.  He has a particular interest in the relationship between listed and unlisted real estate markets.  He holds patents as the co-inventor of the FTSE NAREIT PureProperty® index methodology and the backward-forward trading contract.  Dr. Case holds degrees from Williams College and the University of California at Berkeley, and earned his Ph.D. in Economics at Yale University where he worked with Robert Shiller and William Goetzmann.

Event Type

Society; Educational

Education Topic

Equity Investments

Start Time

4/5/2018 12:00 PM

End Time

4/5/2018 1:15 PM

Event City


Event State/Province


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Event Region


Location Info

​University Club
924 E. Wells Street
Milwaukee, WI 53202


Brad Case, Ph.D, CFA, CAIA

CE Credits

1 credit

SER Credit




Member Price


Non-Member Price


Candidate Price

$30 / University Students - $10


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Content Type: MyCFA Calendar
Created at 12/16/2017 4:00 PM by
Last modified at 4/4/2018 6:05 PM by