Specialisms
- Global REITs,
- Fund management,
- Smart Beta
Alex has been involved in research and transactions in the global real estate sector for over 30 years. His career has encompassed award-winning sell side research (BZW), investment banking (CSFB), private equity (Apax Partners Capital), and fund management (M&G and Investec).
He formed AME Capital in 2002, which developed a proprietary database and analytical tool for all listed real estate companies and real estate securities funds globally. This business was sold to Macquarie Securities in 2008, where he stayed for over three years as Head of Global Property Securities Analytics.
In 2012 he formed Consilia Capital, a real estate investment advisory firm, and has developed an international institutional client base, as well as publishing regularly in academic journals. Consilia Capital specialises in the performance and strategies of real estate, infrastructure and real asset funds, combining academic research with practical applications.
He is Chairman of the EPRA Research Committee, and Chairman of the Investment Committee for the Investec Global Real Estate Securities Fund.
Qualifications
MA Economics of Finance and Investment , Exeter University
Publications
Moss, A., Clare, A., Thomas, S., and Seaton J (2017) Can sector specific REIT strategies outperform a diversified benchmark? Journal of European Real Estate Research Vol. 10 Issue: 3, pp.366-383, https://doi.org/10.1108/JERER-11-2016-0042
Hoesli, M., Milcheva, S. and Moss, A., (2017) )“Is Financial Regulation Good or Bad for Real Estate Companies? – An Event Study” Journal of Real Estate Finance and Economics. DOI 10.1007/s11146-017-9634-z
Lux, N. and Moss, A., (2016). Liquidity in global real estate securities markets: A cyclical and regional analysis pre, during and post GFC. Journal of Property Investment & Finance, 34(4), pp.321-346.
Hoesli, M., Milcheva, S. and Moss, A., (2016). Real Estate Company Reactions to Financial Market Regulation. EPRA Paper
Moss, A., Clare, A., Thomas, S., and Seaton J (2015) “The blended approach to real estate allocations. Performance implications of combining an exposure to German Spezialfonds with Global Listed real estate Securities” EPRA Sponsored Paper, AIAR Winter 2015 Issue
Moss, A., Clare, A., Thomas, S., and Seaton J (2015) “Trend Following and Momentum Strategies for Global REITs” Journal of Real Estate Portfolio Management Vol 21 Issue 1 2015
Moss, A., and Farrelly K., (2015) “Blending Public and Private Allocations” Journal of Real Estate Portfolio Management Volume 20 Issue 3
Moss, A., and Prima, A.D., (2014) “Asia Pacific listed real estate: a contextual
Performance analysis” APREA sponsored paper
Moss, A. (2014) “Infrastructure Investment: Combining Listed with Unlisted” AMP Capital sponsored paper.
Moss, A, Lux, N., (2014) "The impact of liquidity on the valuation of European real estate securities", Journal of European Real Estate Research, Volume 7 Issue: 2
Moss, A., Farrelly, K., (2014) “The performance of a blended real estate portfolio for UK DC investors” Journal of Property Investment and Finance Volume 33 Issue 2
Moss, A., and Farrelly, K., (2014) “The performance implications of adding global listed real estate to an unlisted real estate portfolio: A case study for UK Defined Contribution funds.” EPRA sponsored paper
Moss. A., and Baum, A, (2013) “The use of listed real estate securities in asset management” EPRA sponsored paper
Moss, A., and Baum, A., (2013) “Are listed real estate stocks managed as part of the real estate allocation?” EPRA sponsored paper
Specialisms
- Global REITs
- Fund management
- Smart Beta
This site uses cookies to improve your user experience. By using this site you agree to these cookies being set. You can read more about what cookies we use here. If you do not wish to accept cookies from this site please either disable cookies or refrain from using the site.