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003: Capital Allocation Strategies - Market Update

003: Capital Allocation Strategies - Market Update

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Fund of Funds Daily delivers real-time capital allocation strategies using September 12, 2025 market data. Episode 003 analyzes current federal funds rate holding at 4.25%-4.50%, commercial real estate cap rate compression to 6.84%, sector-specific performance with industrial vacancy at 7.5% and multifamily rent growth at 1.0%. Covers institutional investor trends including increased hedge fund allocations, private credit growth, and the $26.4 trillion alternative investment market projection. Essential allocation guidance for fund-of-funds managers navigating Q4 2025 market conditions.

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