As investors contemplate increased allocation to real assets and asset-based finance in 2024, complementarity and balance are key. Private real estate remains at the fore and offers an emergent, strategic pairing in U.S. residential exposure that can provide significant benefits to a diversified portfolio. It all starts at home — in combining single-family rentals (SFRs) with home equity investments (HEIs).
Each asset class serves as a counterweight to the other, with SFRs and HEIs acting in tandem to address the risks of extension and interes