Gaal Surugeon, Director, Portfolio Manager, Brookfield’s Real Asset Solutions and Tyler Johnson, Regional Sales Director, Brookfield Oaktree Wealth Solutions discuss how advisors can leverage public and private real assets investments to meet client goals.
Real assets are assets that have an inherent physical worth, like global infrastructure, real estate, and commodities. Real assets have historically provided investors with growth, income and a hedge against inflation. In addition to being relatively cheap, real assets have been generating higher yields than equities and bonds, and they offer valuable diversification potential to mitigate risk.
A diversified real estate portfolio provides exposure to different sectors of the real assets universe, and can be designed to meet unique investor goals or offer protection in both up and down markets. Sophisticated institutional investors use public and private real assets in concert with each other to solve investment dilemmas and help build efficient portfolios.
Brookfield is one of the world’s leading alternative asset managers, distinguished by a 120-year history as an investor in real assets.
To learn more, register and watch Brookfield’s webcast: Allocating to Public and Private Real Assets: Perspectives from a Leading Alts Manager.
We will discuss themes driving increasing allocations and how institutions are utilizing real assets in their portfolios across the liquidity spectrum and among the various real asset sectors, while answering these key questions:
- How do we define the real asset universe?
- What are the primary objectives that investors are trying to achieve by allocating to real assets?
- What market environments are optimal for allocating to public and private real assets?
- How much are institutional clients allocating to real assets?
- What are the benefits, if any, to including debt in a real assets portfolio when yields are especially low?
- How can investors beyond institutions gain access to both public and private real assets?