St. Louis Park, MN 55416, Real Asset Strategies © 2020 • Real Assets Investing, Bill Peterson Have your commercial real estate properties in different LLCs. Private Infrastructure Strategy. Global listed infrastructure (10-20%) Includes additional assets for portfolio diversification and risk management: 1. THE FIRM Trades less frequently, and will maintain a more diversified portfolio. Provides focused exposure to private market interests within a single strategy category. In today’s dynamic and complex global investing market, we seek to help our clients’ access real assets that aim to meet their investment goals by … This strategy will limit the chances of personal real estate asset seizure. Real asset strategies. All Asset Strategies – The Strategies allocate across a broad range of underlying strategies in an effort to produce long-term returns consistent with their benchmarks: CPI+5% for All … Real Estate Asset Strategies (REAS), like the name suggests, is focused on strategically enhancing the value of our client's real estate assets. THE STRATEGIES Utilizes proprietary quantitative models and indicator to ascertain volatility regimes to fluctuate exposures. There are guidelines that ensure a minimum level of exposure to the most important inflation hedging liquid real assets and maximums that help ensure diversification across real assets. CONTACT Flexibility, including packaged real asset solutions and/or tailored investment offerings. Develop/Revise a Financial Strategy The real estate asset manager will develop a strategy to achieve whichever financial goals the investor desires. Trades more frequently, and can hold high concentrations of selected assets. The guideline minimums are lower and maximums higher so the portfolio can be quite concentrated at times allowing for the opportunity to add more value. A differentiated approach to real asset investing. 5775 Wayzata Blvd., Suite 700 Real assets can be volatile and performance … St. Louis Park, MN 55416, Real Asset Strategies © 2020 • Real Assets Investing, Bill Peterson We do not include investments often found in other real asset strategies because we do not believe that they will deliver significant diversification or inflation protection. Primary objective of maintaining a high level of inflation protection with a secondary objective of low correlation to a 60/40 portfolio, diversified across several liquid real assets. Our real estate teams predominantly invest in self-originated whole loans secured against commercial property ... Real estate senior debt. Strategies / Real Assets; Real Assets. We do not include investments often found in other real asset strategies … Our real assets platform capitalizes on Oaktree’s global footprint, multi-disciplinary capabilities, extensive network of industry experts, and key relationships with operating partners. THE FIRM Real estate whole loans and mezzanine. Principal Diversified Select Real Asset Fund is a multi-managed, multi-asset strategy focusing on private and public real asset investments, including infrastructure, natural resources, real estate, and other diversifying real return strategies. Our non-traditional tactic combines a short and long term … Bill’s first job in finance was at a commodities … THE STRATEGIES Getting Real Exposure: Implementing a Real Asset Strategy In brief − Real assets have found a place in the strategic asset allocation mix of most institutional investors and can play multiple roles Real assets investing is commonly used by many large institutions for diversification and inflation protection benefits. Further, the diversification benefits of a stock/bond combination can change under different economic circumstances. Each is driven by a model that derives asset allocation, although the manager retains discretion. Many investors prefer liquid investments. Real estate asset … Our approach to real asset investing can be tailored to your organization's needs. Our primary investment approach is to get … Real Asset Strategies offers liquid alternatives with a focus on these same benefits using publicly traded securities along with reasonable fees and minimums. When one asset … Fund managers make big-picture decisions and balance asset … He has a … Another crisis, the COVID-19 pandemic, has put that strategy … Short duration credit (0-20%) 2. Perhaps you have a need for a special study concerning your specific inflation exposure or real assets needs. Perhaps you have illiquid assets that you would like to build into a portfolio. Investment Strategy The Strategy seeks to offer diversification and a disciplined rebalancing process by investing approximately 25% of the Strategy’s assets in commodities, 25% in global natural resource stocks, 10% in global infrastructure stocks, 15% in U.S. REITs, … The emergence of investment strategies based on real assets as an alternative source of income to fixed income followed one crisis – the global financial crisis (GFC) – when interest rates were suppressed by central bank money printing and quantitative easing. … Real assets can be volatile and performance can vary between real assets, so fluctuating exposures can help clients improve their returns over static allocations. Real Asset Strategies offers two liquid real asset solutions in the search for diversification and inflation protection. A portfolio of just equities and fixed income has generally worked very well for a long time but with current conditions it may not repeat the results. Real Asset Strategies We invest across the financial capital stack with debt, mezzanine, and equity exposures into real estate and infrastructure strategies. The strategies rely on several relatively straightforward philosophies: In addition, RAS will also do customized work on inflation and real assets on a project basis. Global natural resource equities (10-20%) 4. Utilizes a proprietary quantitative model to fluctuate exposures. Interest in specific real asset strategies was nearly double that for traditional strategies – NEPC conducted 53 real estate searches and 63 real assets searches, compared with just 37 fixed income … Diversified Real Asset Strategy Improving Asset Allocations for Retirement Plans Individuals and plan sponsors alike face a great deal of uncertainty when determining the optimal asset allocation for retirement savings plans. We adhere to Oaktree’s investment philosophy, emphasizing the purchase of assets – or liens on assets … As an investor, and purchaser of goods and services, you have inflation risk on two different fronts. Traditionally, asset allocations … The strategies are systematic, and objective; that is, there are no subjective inputs or forecasts that drive the model outputs. Gold (0-10%) Morgan Stanley Real Estate Investing (MSREI) is a leading global real estate investment platform which has been one of the most active property investors in the world for more than two decades. Risks of Investing in Real Assets Securities A real assets strategy is subject to the risk that its asset allocations may not achieve the desired riskreturn characteristic, underperform other similar investment strategies … Real assets include precious metals, commodities, real estate, land, equipment, and natural resources. A multi-asset strategy combines different types of assets, such as stocks, bonds, real estate or cash to create a more nimble and broadly diversified portfolio. St. Louis Park, MN 55416, HOME These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies … Global real estate securities (20-35%) 2. Commodities (20-35%) 3. The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income. RESEARCH Real assets differ from financial assets in that financial assets get their value from a contractual right and are typically intangible.. Real assets … DISCLOSURES, (952) 214-0899 RESEARCH Real assets have an inherent physical worth. Rigorous global real asset … As you can probably tell, a real estate asset manager has comprehensive knowledge of the real estate industry. Invests primarily in core real asset categories, consisting of: 1. The ideal goal with proper asset allocation is to maximize the risk-adjusted returns of a portfolio, and tailor its growth potential and risks for an individual investor’s needs and goals. 5775 Wayzata Blvd., Suite 700 Real assets investing is the only focus at Real Asset Strategies, LLC, a Minnesota based firm focusing on liquid real assets started by Bill Peterson in 2019. Primary objective of a low correlation to a 60/40 portfolio with a secondary objective of inflation protection, diversified across several liquid real assets. DISCLOSURES, (952) 214-0899 Real Asset Strategies, LLC Investment Management Minneapolis, MN 16 followers RAS offers liquid real asset strategies focused on diversification benefits and inflation protection at reasonable fees. Real Assets is an investment asset class that covers investments in physical assets such as real estate, energy, and infrastructure. Real Asset Strategies, LLC High inflation obviously makes purchases more expensive and it can also be detrimental to both stock and bond returns. [Website Design]. MSREI employs a patient, disciplined investment approach to manage global opportunistic and core investment strategies … High inflation protection and low correlation to a balanced portfolio are highly desirable benefits so we only include assets that we believe will have such attributes. Our listed real assets strategy utilizes internal proprietary research to invest in the equity securities of publicly listed real estate and infrastructure companies that it views as offering the best value, relative … IREM’s research report, Real Estate Asset Management: A Process and A Profession, helps to demystify asset management by summarizing the results of over 90 interviews conducted with real … CONTACT Asset allocation basically means portfolio diversification. HOME Real assets investing is commonly used by many large institutions for diversification and inflation protection benefits. The strategy may serve as an efficient means for investors with sizable commitments to illiquid private real asset strategies to gain immediate exposure to the asset classes and manage the associated … Real Asset Strategies, LLC THE PEOPLE Many investors prefer liquid investments. He started Real Asset Strategies, LLC in 2019 because he saw a need for a liquid, reasonably priced real asset strategy that focused on assets that provide diversification and inflation protection. Real Asset Strategies offers liquid alternatives with a focus on these same benefits using publicly traded securities along with reasonable fees and minimums. Strategies spanning the risk and return spectrum. 5775 Wayzata Blvd., Suite 700 [Website Design], M2 growth breaking records and 30 year high in monthly Core CPI increase (Bloomberg chart), The inflation risk to a traditional 60/40 “balanced” portfolio is Real. But you need to be keen on asset transfers to avoid charges on fraudulent practices. They are appropriate for inclusion in most diversified portfolios because of their … Real Asset Strategies, LLC Overview. Real Asset Strategies, LLC filed as a Domestic Limited Liability Company in the State of New York and is no longer active.This corporate entity was filed … Bill Peterson THE PEOPLE The Infrastructure … Including a properly constructed real assets portfolio adds another diversification factor, potentially increasing the efficiency of a balanced portfolio while also providing inflation protection. Real Asset Strategies, LLC
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