In the current environment of economic uncertainty, including market instability, geopolitical tensions and rising recession risk, investors are seeking assets capable of preserving their capital and providing stable income throughout economic and market downturns. The need for secure capital, lower volatility and reliable income has only been amplified as investors who hold the vast majority of the nation’s wealth are already in or near retirement.

Necessity-based private real estate provides a critical component for advisers who are seeking to meet the long-term needs of their risk-conscious clients.

SHIFTING WEALTH

Baby boomers and the Silent Generation (individuals born between 1928 and 1945) control about two-thirds of the nation’s wealth. Americans are retiring even younger, with a median reported age of retirement of 62, according to a 2024 survey by U.S. News and World Report. This results in about 10,000 people retiring per