Insights

Allocating to Real Estate for Your Clients

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

Overcoming Advisor Objections to Private Real Estate

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

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...

Income or growth? Private real estate may help with both.

To say 2022 has been a challenging year for advisors and their clients would be a massive...

The Indexing Features of Passively-Managed Funds Are Now Available in Private Real Estate

Advisors that are looking to enhance the diversification characteristics of client portfolios by...

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...

Updating Your Asset Allocation for Inflation

If only Federal Reserve Chairman Jerome Powell had been right when he used “transitory” to describe...

How Advisors Are Using Private Real Estate to Achieve Better Outcomes in the Current Volatile and Inflationary Environment

According to a study by research firm Chatham Partners, 83% of advisors in the U.S. recommend REITs...