Less than 3 years ago we created wealth management real estate as an evolution of National real estate investor. Our goal was to focus on the intersection of asset management and real estate investing. This was a departure from traditional coverage of the commercial real estate industry, a field crowded with strong competitors. Bisnow, genuine, commercial observer, Commercial real estate executive, globe centcom and Connect CRE.
Our mission meant focusing not on trends in the commercial real estate sector, but on how wealth channels access the world of real estate investing. There is increasing interest in commercial real estate by qualified buyers, accredited investors, and even non-accredited investors. However, it turns out that in the world of wealth management, real estate investing is considered part of a larger selection rather than a separate category in itself.
According to a study conducted through WMIQ, the research arm of wealthmanagement.com, consistent with industry research from other sources, advisors are increasing their use of alternative investments. For example, our research found that approximately 60% of advisors surveyed have experience with alternatives. These respondents estimate that approximately 30% of their customers are exposed to some level of alternatives while expecting further growth.
In a broader sense, “alternatives” includes not just private equity and hedge funds, but also structured products, direct debt, infrastructure, and even collectibles, cryptocurrencies, and other esoteric assets. This also includes investments in real estate other than a client’s primary residence, made directly or through his listed and non-traded REITs, ETFs, mutual funds, interval funds, private placements and other vehicles.
In comments at the recent CAIS Summit in Los Angeles, CAIS Founder and CEO Matt Brown said the opportunity for alternative investments in the asset space over the next 10 years could be up to $10 trillion. I expected it to reach.
“Currently, $40 trillion is under recommendations,” Brown said. “In the next 10 years, that amount will increase to $70 trillion. Of that, 40% is managed by independent advisors and 60% is managed by wirehouse advisors. In the next 10 years, it will be 50/50. And today we have 5% allocated to alternatives. Over the next 10 years it will be 20%. The main event for all of us is that 60/40 is the modern portfolio, 50/ It created a 30/20 portfolio.”
To keep up with this trend, we wealth management real estate News channels and newsletters. A wider range of investment options, asset managers and alternatives, as well as how the asset manager’s advisors and investment committees currently invest – how they make decisions and on what platforms. Also include examples such as whether you use a company or a management company. How to report on client portfolios. wealth management real estate It will no longer exist as a separate brand.we are fully incorporated wealthmanagement.com.
Our coverage will focus on strategic insights from financial advisors and chief investment officers (CIOs) at leading RIAs, including the increased adoption of alternative investments to enhance traditional 60/40 portfolios. We also feature top asset managers in the alternative space, highlighting the evolving landscape of private investment products, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.
of W.M.R.E. Newsletter will be folded Wealth management investment strategy Newsletter. (If you want continued coverage, subscribe here.) Additionally, common area podcasts will be replaced with new ones. wealth management investment Podcast. The first episode will be released in January.
In the coming weeks, we will publish the final version of the WMRE Newsletter, with a complete pivot starting in 2024. We are excited about the next stage of our journey. If you have any questions about our new direction or suggestions for how we can cover the alternative world, please feel free to contact us. [email protected] or [email protected]