Insights

Using Private Real Estate in Portfolio Construction. The Role it Serves.

Commercial real estate has been a staple allocation among institutional investors for over 50...

Has Your Real Estate Allocation Performed as it Should in the Downturn?

As the third largest asset class in the world, and one that has historically been uncorrelated to...

2023 Private Real Estate Snapshot

Now well into 2023, we have a better perspective of how the big four private real estate sectors...

Asset Allocation With Core Private Real Estate

As a fiduciary, you diligently evaluate your equity and fixed income investments. You construct...

Overcoming Advisor Objections to Private Real Estate

We have discussed in our recent posts why private real estate continues to draw interest among...

Which Inflation-Hedging Investment Strategies Are Working Today?

Like many wealth advisors, you may have made allocation changes and additions to your clients’...

How Much Should You Allocate to Private Real Estate?

In previous posts, we have discussed the merits of private commercial real estate (CRE) and how...

Allocating to Real Estate for Your Clients

Allocating to real estate has always been a bit of a puzzle for investment advisors. From our...

User-Friendly is No Longer the Sole Domain of Index Funds and ETFs

Index Funds and ETFs have rightly earned a reputation as smart investments that offer investors...