5 Questions for RIAs Pursuing a Partnership with a Family Office
In times of volatility, it’s prudent for investors to over-index on risk management, and that’s where real estate stands apart compared to other private market asset classes of private equity and private credit.
According to a recent Pension Real Estate Association analysis, real estate was the only private asset class studied that helped portfolios maintain diversification during severe equity market downturns. It also often delivers stable or positive returns during bond market sell-offs.
For RIAs, the challenge frequently is selecting investment managers that can manage downside risk across market cycles in a way that also captures long-term value and aligns with the client’s alternatives allocation. Selecting sophisticated…
