NEW YORK CITY—With its latest dedicated single-tenant triple-net lease fund coming in at more than $1 billion, Angelo, Gordon & Co. will be pursuing opportunities across the spectrum of mission-critical facilities, industrial in particular. That's the word from Gordon Whiting, managing director at AG and founder and senior portfolio manager of the firm's net lease real estate strategy. Whiting holds forth on this and related topics in this EXCLUSIVE video from RealShare Net Lease.
“Industrial hasn't necessarily been the favored asset class,” Whiting says. “But in the past couple of years, you've seen more and more institutions want to get into it. They're underweighted in that asset class.”
Whiting also explains the company's focus on less-than-investment-grade tenants, a strategy that presents both rewards and risks. Careful underwriting helps mitigate the potential risks, he says. Watch the complete video here.
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