Skip to main content
logo
Financial Professional Login
Log in
  • My collections
    View saved content and presentation slides
  • Logout
  • Funds
    Overview

    Fund Explorer

    • SICAVs
    • Exchange-Traded Funds
    • Liquidity Funds

    Capabilities

    • Fixed Income
    • Equities
    • Multi-Asset
    • Alternatives
    • ETFs

    Fund Information

    • Fund news and announcements
    • Regulatory updates
    • Capacity management
  • Investment Themes
    Overview
    • Europe equity funds
    • Global equity funds
    • Sustainable investing
    • Fixed income
  • Insights
    Overview

    Market Insights

    • Market Insights Overview
    • Guide to the Markets
    • Guide to Alternatives
    • Foundations of Alternatives
    • On the Minds of Investors
    • The Weekly Brief
    • Investment Principles
    • Mid-Year Investment Outlook 2026
    • Monthly Market Review
    • Why Alternatives?
    • Podcast: Markets Explained

    Portfolio Insights

    • Portfolio Insights Overview
    • Equity Insights
    • Fixed Income Insights
    • Multi-Asset Solutions
    • Asset Allocation Views
    • Factor Views
    • Long-Term Capital Market Assumptions
    • ETF Perspectives
    • Alternatives Insights

    ETF Insights

    • ETF Insights Overview
    • Guide to ETFs

    Events

    • Webcasts
  • Library
  • About Us
    Overview
    • Diversity, Opportunity & Inclusion
    • Spectrum: Our Investment Platform
    • Our Leadership Team
    • Our Commitment to Research
  • Contact Us
  • Role
  • Country
  • My collections
    View saved content and presentation slides
  • Logout
Financial Professional Login
Search
Menu
Search
You are about to leave the site Close
J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
CONTINUE Go Back

<p>The role of public and private strategies in real estate</p>

The Strategic Investment Advisory Group’s latest report explores how a portfolio can take advantage of both public and private real estate.

    1. J.P. Morgan Asset Management Norway
    2. Insights
  2. Portfolio Insights
  3. Strategic Investment Advisory Group

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

Take a deeper dive into the results and trends with the full report

Download now

Explore more

f36b458f-1228-11ef-a4b2-4d87cf28f0ba