- 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.
How Does Real Estate and ODCE Perform in Recession...
The political discussions about what constitutes a recession have been lively this year, to say the least. But whether we have been living in a recessionary period or are simply enduring a slow-growth recovery, commercial real estate investors should understand how economic downturns may impact their investment decisions.
Answering Common Questions About the ODCE Index
Private real estate investors have likely encountered the NFI-ODCE (ODCE) index throughout their investment history, yet for many, the index remains somewhat of a mystery. This discussion aims to clarify any confusion about ODCE (which stands for “Open End Diversified Core Equity” and is pronounced “Odyssey”), its history, property types, and how i...
Asset Allocation With Core Private Real Estate
As a fiduciary, you diligently evaluate equity, fixed income, and alternative investments. You construct client portfolios to meet their goals and objectives. You monitor client investments for performance, risk, and evolving market conditions. When needed, you recommend and implement changes to your clients’ investment programs and financial plans...