Key takeaways
Explore more
f36b458f-1228-11ef-a4b2-4d87cf28f0ba
The Strategic Investment Advisory Group’s latest report explores how a portfolio can take advantage of both public and private real estate.
Key takeaways
Real estate should be an evergreen position in diversified portfolios.
The investible market has expanded from traditional core to a wide range of extended sectors.
Investors should take advantage of the spectrum of investment vehicles available.
Strategies differ in sector exposures, price volatility, leverage and liquidity.
Allocations that blend REITs and private real estate funds allows investors to be both tactical and strategic.
A potential allocation mix: one-third to REITs and two-thirds to private core real estate.
REIT volatility and liquidity allows for flexibility and diversification.
Sharp movement in REIT prices may signal opportunities to tilt portfolio allocations
Explore more
f36b458f-1228-11ef-a4b2-4d87cf28f0ba