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...

Asset Allocation With Core Private Real Estate

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

Allocating to Real Estate for Your Clients

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

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

To say 2022 was a challenging year for advisors and their clients would be an understatement. The...

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...

How Does Real Estate and ODCE Perform in Recessionary Periods

The political discussions about what constitutes a recession have been lively this year, to say the...

Managing Equity Volatility with Core Private Real Estate

If 2022 is teaching investors anything, it's that market volatility is a way of life, and patience...

Managing Interest Rate Risk with Core Private Real Estate

What a difference a few years make. Many investors had come to expect the low interest rate...

Time to Rebalance the Balanced Portfolio

2022 was not kind to investors, and advisors who have been clinging to the 60% stock / 40% bond...