Roundtable: How do your client portfolios differ today compared with 12 or 24 months ago?
by contributing executives
Sidney Browning, managing partner and CEO, Integras Partners: "We have always included real assets, primarily in direct real estate, for client goals projected seven to 10 years in the future. In the fall of 2021, the factors of inflation, monetary tightening by The Fed, and overvalued stocks led us to replace 20 percent of most clients’ stock allocations into additional real estate exposure. We did this with a mix of NAV REITs, interval real estate funds, and private placements to provide cash flow, appreciation and flexibility."