Is Your Allocation to Real Estate Doing Its Job?

Is Your Allocation to Real Estate Doing Its Job?

Like most successful investment advisors, you likely allocate a portion of your clients’ portfolios to real estate. Popularly known as an asset class that can enhance portfolio diversity, reduce volatility and potentially improve risk-adjusted returns, there is...
An Alternative Solution for Client’s Income Challenges

An Alternative Solution for Client’s Income Challenges

Private real estate is drawing increasing interest from investment advisors As an investment advisor, you know better than others how challenging the past few years have been for income-oriented investors. When the yield on 10-year Treasury notes bottomed out in July...

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