In a sponsored report published in the September issue of Real Assets Adviser, Steve Kirschner, senior vice president – national institutions at Redwood Investment Management, looks at the advantages of adding real estate debt to a sector rotation strategy. “Expanding the focus beyond sector positioning to include the differentiated return sources of real estate debt allows real estate allocations to be built with greater structural diversification. Sector rotation remains one tool for managing cyclicality. Real estate credit is another — one that works through income and collateral rather than appreciation and timing.” To learn more about a real estate debt allocation, download the sponsored report by clicking here.
