- 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.
Protecting and Enhancing the Retirement Portfolio
Some retirement planners have begun to question the efficacy of the narrow 60/40 equity/bond portfolio for pre-retirees building their nest eggs. Moreover, some planners now question how effective a 60/40 portfolio will be for investors in preserving retirement assets. Poor portfolio performance or a market downturn early in retirement can be devas...
Managing Equity Volatility with Core Private Real ...
If 2022 is teaching investors anything, it's that market volatility is a way of life, and patience is the order of the day. Chances are, you've received more than a few calls from exasperated clients fatigued by watching their investment portfolios get whipsawed month after month.
Managing Interest Rate Risk with Core Private Real...
What a difference a few years make. Many investors had come to expect the low interest rate environment that had buoyed bond returns and overall portfolio performance up to the onset of the pandemic might last forever. But all good things come to an end, and the 40-year run of the bond bull market is living proof.