As an asset class, private real estate has historically offered a combination of attractive risk-adjusted returns with greater income and stability than stocks or publicly traded REITs.
By employing a combination of strategies, we aim to build well-rounded, resilient portfolios targeted to deliver consistently strong results based on our clients’ goals and appetite for risk.
One of the most important questions to ask when evaluating a new investment advisor is “how have you performed for your existing clients?” With thousands of clients, and each with a wide range of objectives, the answer is more nuanced than a single number.
