Insights

The 4 Quadrants of Real Estate Investing

Registered investment advisors are consistently challenged with designing client portfolios that...

The Big 5 Traditional Types of Real Estate Property

Private real estate (PRE) may offer many benefits to investment advisors tasked with building and...

The 4 Styles of Private Real Estate: How to Match These Strategies to your Clients' Traditional Stock & Bond Portfolios

Advisors are increasingly discovering the potential benefits of private real estate: tax-favored...

An Investment Advisor’s Primer on Private Real Estate Investment Strategies

Many of your clients recognize the value of diversifying their stock and bond portfolios with real ...

Core Real Estate: The Essential Asset for a Diversified Portfolio

Many institutional investors have long considered real estate, the third-largest asset class in the...

6 Reasons Institutions Build Portfolios with Private Real Estate, and Why You Should Too.

There is a reason institutions have long considered private real estate an essential part of their...

5 Essential Questions to Ask the Sponsor When Evaluating a Private Real Estate Investment

As an investment advisor conducting research and due diligence for your clients, it is critical...

Is Your Allocation to Real Estate Doing Its Job?

Like most successful investment advisors, you likely allocate a portion of your clients' portfolios...

An Alternative Solution for Client's Income Challenges

Private real estate is drawing increasing interest from investment advisors As an investment...