Real Assets Adviser

A special #hattip and thank you to Real Assets Adviser editorial advisory board member Robert Picard and Hightower Advisors for hosting the 2025 Real Assets Adviser sponsorship program presentation. #hattips and thank you's to current sponsor representatives Alexander Anderson, Brent Jenkins, Jeff Nye, CIMA and Zia Sabir for live testimonials. Cory Johnson Byron Bent, CMFC® Emily Barringer, CAIA® SEI, Frank Burke, CFA, CAIA, PPB Capital Partners Dominick Carlino PGIM Investments, Edna Chen Harbor Group International, Meredith Gano ITE Management, AJ Houston Blackstone, Michael Hughes Core Spaces, Matthew Incitti Hamilton Point Investments, LLC, John Kearney Snyder Kearney, LLC, Robert Klemens Cohen & Steers , Matt Krugman Prospect Capital Management, Ben Lathrop Bailard, Inc., Adam Liebman, CFA Accordant Investments, CFA, Mike Martin Bridge Investment Group, Brian Sateja, Daniel Savage Peachtree Group and Joseph Ujobai Alternative Investment Exchange (AIX)

With REITs showing signs of resurgence, our director of investments Stephen T. points to early opportunities emerging in commercial real estate: "There are signs of life appearing in the commercial real estate market, indicating the potential of the market finally beginning to bottom out, although there is likely still more room to go in the deeply troubled sectors, such as office space," Stephen notes. "In our view, a prudent entry or re-entry into commercial real estate right now is via newer vintage debt strategies." Read more in InvestmentNews. https://lnkd.in/gEZxtdSq #REIT #InvestmentNews #RealEstate

As part of our quarterly video series, Co-CIO Andrew Krei, CFA, looks at the impact of tariffs on the economy and global markets, and shares strategies for investors to navigate this period of uncertainty. Explore more insights in our Quarterly Perspectives Chart Pack here: https://lnkd.in/gHnDeHaf

It was great to meet you Ed O'Farrell! Thanks for having me on the show.

Incredible 2 days in Amelia Island, FL! We just closed out our Spring Editorial Advisory Board Meeting for Institutional Real Estate Americas. This year’s Spring Editorial Board members were not shy about sharing their views on a wide range of subjects. It is humbling to be surrounded by a select of industry leaders to discuss/debate key issues facing our industry: Impact of tariffs, immigration policies and cost-cutting measures by the U.S. administration on real estate? How does deglobalization affect investment sentiment outside the United States? Have investors’ expectations for returns from core-plus, value-added and opportunistic strategies decreased in the current market? Is there an optimal continuation vehicle structure that creates alignment for all parties? When evaluating new managers, what are the top qualities investors look for, and what diligence items are top of mind for investors today? How are investors balancing sector-specific investments versus diversified strategies in the current market environment? What makes our Editorial Advisory Board Meeting truly impactful is the size/quality of the group, and level of engagement. Ultimately, as the organizer of this meeting, IREI’s role is to simply guide the discussion and take diligent notes!  

"The report is based on a survey conducted by an independent marketing company of 121 professionals from RIA firms in the U.S. that research funds and/or select funds for client portfolios. According to AFA, the survey found that firms are likely to increase their private credit allocations, regardless of how much they currently hold." "Nearly half (48%) of the respondents said they are very likely or likely to increase their allocations to private credit over the next year, while 34% said they are considering it. Only 18% said they are probably not or definitely not going to increase their private credit allocation. The study also found that 40% of allocators polled said they expect to add at least one new fund to existing private credit portfolios in 2025, while 36% said they are considering it. The remaining 24% said they have no plans to add new funds. Additionally, 45% of RIAs using private credit allocate more than 5% of a typical client’s portfolio to the asset class, with 19%—which AFA refers to as “power users”—allocating at least 10%." https://lnkd.in/eG8AHaWh #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

It is with deep sadness that we announce the passing of Dwight Wheelan, former President of Berthel Fisher & Company Financial Services, Inc. Dwight was an integral part of our organization, serving with distinction and dedication for over 20 years. His leadership, vision, and commitment to excellence helped shape the Company into what it is today.   Throughout his career, Dwight was not only a mentor and guide to many, but also a source of inspiration to all who had the privilege of working alongside him. His legacy of kindness, integrity, and compassion will continue to resonate within our company for years to come.   Our thoughts and condolences are with Dwight’s family, friends, and all who were touched by his life. We extend our deepest sympathy during this difficult time.   Rest in peace, Dwight. You will be greatly missed, but never forgotten.

Who is CIM Group? We’re a real estate and infrastructure owner, operator, lender, and developer with a passion for creating value – for our clients and for the people in the communities where we work. Interested in learning more about what we do? Watch the video below.

ARTICLE: President Trump has made tariffs a cornerstone of his economic strategy, arguing they will bring jobs back to the United States and reduce the trade deficit. But just like in McKinley’s time, history suggests tariffs don’t actually reduce trade deficits — they often increase them. Why? Because tariffs discourage trade on both sides, leading to fewer exports and fewer imports. The data backs this up. According to the Peterson Institute for International Economics, countries with higher tariffs tend to have larger trade deficits, not smaller ones. And while tariffs may benefit specific industries in the short term, they also raise costs for American consumers and businesses, leading to lower consumer spending and weaker confidence in the economy. https://lnkd.in/gUkRznYB