Opportunities for Generating Alpha Through Real Estate – Altegris – 4.17.17

Summary:

Now On Demand.

Many of your clients may be looking for a real estate strategy focused on high quality, niche-like, non-cyclical assets. We will look at returns over the last 20 years to compare real estate stocks (as measured by NAREIT) to multiple asset classes such as equities, bonds, gold, and energy, to determine which asset class has been more reliable of real returns after inflation. Additionally, we find that real estate stocks may potentially provide diversification through reduced beta and less correlation to broad equity markets.

In this webcast we will touch on:

• Using real estate stocks as an asset class to add diversification.
• Historical real estate and real estate stocks cycles and where we think we are in the current cycle.
• How one leading RIA utilizes real estate in client portfolios.
• How AACA picks sectors and stocks in the $1.5 trillion market and carefully constructs a portfolio to focus on reducing volatility and enhancing growth prospects.

There is no guarantee that any investment will achieve its objectives, generate profits, or avoid losses.

Speakers:

30 years of experience on Wall Street as a Managing Director and as a NASD Broker-Dealer member-owner. Raised approximately $15 billion in capital (mostly equity) from sophisticated investors globally in 142 large-scale real estate transactions including 26 IPOs, 40 follow-on offerings, 19 private equity transactions as well as numerous converts, preferred stocks, bond offerings, tenders, mergers, strategic advisory assignments and mezzanine debt placements.

Burl serves on the Board of Advisors of Cominudad Realty Partners. Comunidad Realty Partners is a dynamic real estate investment firm specializing in multifamily apartment communities in densely-populated Hispanic neighborhoods.

Previously served on the Leadership Council at USC‘s Lusk Center for Real Estate and the Board of Directors of Excel Trust, Inc., a NYSE listed equity REIT. Prior Board Associate for NAREIT. Spoke at over 250 large real estate industry events in the US, Europe, and Asia and chaired events like NAREIT’s Annual Convention. Mr. East has been interviewed in the financial press and on TV dozens of times and authored numerous articles for major publications like Barron’s.

Other significant investment experience:

• Dow Jones/Realty Stock Review Outstanding Sell Side Analyst, Honorable Mention, 1996, 1997, and 1998.
• Lectured at USC Marshall School of Business, Northwestern University, University of San Diego, and University of Wisconsin. Has authored approximately 20,000 pages of widely distributed research.
• MBA – Loyola University, Baltimore, MD.; Chartered Financial Analyst (CFA).
• Series 24 – General Securities Principal; Series 27 – Financial Operations Principal; Series 7 – Registered Representative; Series 63 – State Blue Sky. (the foregoing are currently in inactive status)

Serves as the Chief Investment Officer for Ironsides Asset Advisors, LLC, as well as a Managing Director for the Tuscarora Company (a family office). Immediately preceding that, Mr. Roberts was the Director of Global Equities and Hedged Strategies for the North Carolina Retirement Systems where he and his team were responsible for the management of the $33 billion Global Equity and Hedge Fund portfolios for the State of North Carolina. Additionally, Mr. Roberts has served as Chief Investment Officer for families and provided consulting services for endowments and foundations in both asset allocation, manager due diligence and portfolio construction. Earlier in his career, Mr. Roberts served as Director of Risk Management for Centura Bank and had asset – liability management responsibilities. Mr. Roberts received his Master of Science degree in finance from Virginia Commonwealth University and a Bachelor of Science degree from the Calloway School of Business at Wake Forest University. Mr. Roberts serves on the Wake Forest Institute for Regenerative Medicine Philanthropic Advisory Board. Mr. Roberts is the past Chairman of the Board for the NC State Investment Fund and still serves on the fund’s board. He is a member of the North Carolina Society of Financial Analysts and the American Finance Association. Mr. Roberts has served on multiple non-profit boards.

Kirk Strawn has over 27 years of experience, and is currently Senior Vice President and National Director of Intermediary Relationships for Altegris Investments. Previously, Kirk was responsible for the design, development and servicing of Man Investments Group’s national intermediary network, a position he held for more than eight years.

Prior to Man Investments, Kirk was Managing Director of Institutional Marketing and Sales at ING Furman Selz Capital Management. At ING, he was responsible for raising capital for a variety of asset classes and managing the account executive team for the separate managed account platforms serving broker-dealers. Kirk began his career at Lehman Brothers in New York, where he provided financial services to institutional accounts, hedge funds, and private investors.

Kirk graduated cum laude from George Washington University with a BBA in Finance. He is a certified investment management analyst (CIMA®) by the Investment Management Consulting Association and a CFA® charterholder.