Please join The CFA Society Portland at the University Club on January 11th for a luncheon with Rick Schaupp.
The presentation will encompass an exploration of five key global macro themes that significantly impact the real estate sector, including demographics, technology, deglobalization, housing shortages, and climate change. Additionally, he will provide an in-depth understanding of the fundamental drivers governing various asset classes within the real estate sector. The presentation will also highlight the evolving investment themes shaping portfolio allocation strategies and their implications. Lastly, attendees will gain insights into Clarion Partners, a reputable organization with expertise in real estate investment, enhancing their understanding of real estate market dynamics and investment strategies.
Richard Schaupp is an equity owner and Managing Director with Clarion Partners and is a Portfolio Manager for the Clarion Partners Real Estate Income Fund (CPREX) and Clarion Ventures Qualified Opportunity Zone Partners (CV QOZP). As lead Portfolio Manager, Rick has overall responsibility for the management and portfolio strategy of these relationships. He also leads product development for private wealth clients. From 2005-2012, Rick was the assistant portfolio manager for the Clarion Ventures series and a separate account relationship. Rick has participated in the acquisition, asset management, and development management of over $4.0BN of real estate. He originally joined Clarion Partners in 2000 and began working in the real estate industry in 1995.
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