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As one of the fastest growing investment products in the industry, many RIAs are now utilizing, or at least considering, closed-end interval funds. Interval funds offer access to many asset classes, predominantly in private markets, that have been historically difficult for most non-qualified...
We have long believed having an allocation to the NFI-ODCE is important for risk mitigation in your real estate portfolio. Looking at today’s commercial real estate market, the following highlights why having this exposure may help:
The story of volatility continues yet again this quarter. However, after a very difficult 2022, returns for public equities and fixed income were positive for Q1 2023.
The NCREIF Fund Index - Open End Diversified Core Equity (NFI-ODCE), is an index of investment returns of the largest private real estate funds pursuing lower risk investment strategies utilizing low leverage and generally represented by equity ownership positions in stable U.S. operating...
Interval funds are classified as registered closed-end funds under the Investment Company Act of 1940, although interval funds have characteristics more like those of an open-end mutual fund. Interval funds offer their shares continuously and shares are redeemed at Net Asset Value (NAV) — similar...
The 4th quarter of 2022 provided some much-welcomed relief for many asset classes. The S&P 500 posted a return of +7.56% for the quarter. Fixed income returns were also positive posting a return of +1.87% (Bloomberg U.S. Agg. Bond Index TR). Publicly traded REITs (as measured by the MSCI US Real...
The third quarter of 2022 provided no relief for investors. The S&P 500 posted a negative return of -4.88% for the quarter and is down over -23.87% for the year. Fixed income returns were also negative posting a return of -4.75% (Bloomberg U.S. Agg. Bond Index TR). Publicly traded REITs (as...
