- And we’re just getting warmed up.
USAA Real Estate (USAARE) Private Wealth Group is a division of USAARE that is committed to informing and educating investment advisors and wealth managers on the value of helping clients invest in private real estate.
Leveraging nearly 40 years of USAARE’s institutional investment knowledge and expertise, the Private Wealth team, working in concert with its registered investment advisor affiliate, IDR, is uniquely positioned to introduce your clients to an asset class that has previously been the sole domain of institutions and sophisticated family offices.
USAARE’s affiliate, IDR, follows a disciplined, rigorous investment process supported by a suite of dynamic and proprietary tools that enable the team to manage investment portfolios with a steadfast focus on providing consistent and stable returns.
We do our homework.
We do what we say we are going to do.
And we do it with a consistent process.
As an investment advisor, you know better than anyone the unique set of challenges your clients face today. Those challenges include pervasively low interest rates, the potential for high inflation, heightened market volatility, and worries that the traditional 60/40 model portfolio will underperform over the next decade.
That is why many advisors like you have turned to alternative asset classes to help address these investment concerns. And private real estate is one of those alternatives that may offer a multitude of benefits for your clients.
If you are interested in exploring alternative sources of income and return for your clients and improving portfolio stability, look to private real estate.
Income or growth? Private real estate may help wit...
To say 2022 has been a challenging year for advisors and their clients would be a massive understatement. The Federal Reserve’s aggressive rate-hike plan to curb inflation, persistently high inflation, and genuine concerns about a potential recession have created a level of investor anxiety not seen since the Great Recession.
The Indexing Features of Passively-Managed Funds A...
Advisors that are looking to enhance the diversification characteristics of client portfolios by allocating to alternative asset classes have historically steered clear of private real estate. Concerns they have had include illiquidity, high fees, and lack of transparency, which may have prevented many advisors from considering the asset class.
Using Private Real Estate in Portfolio Constructio...
Commercial real estate has been a staple allocation among institutional investors for over 50 years. Many of those investors have focused heavily on private real estate because of its diversification characteristics and low correlation to publicly-traded securities.