On this webinar, Origin’s Head of Private Wealth Michael O’Shea and top RIAs–Rod Macdonald, Bruce Weininger, and Matt Shibata–share their perspectives on private market allocation strategies and the evolving role of real estate in client portfolios, including answers to the following questions:
- How do you incorporate real estate into diversified portfolios, and what percentage do you recommend?
- What key factors should investors consider when choosing between interval funds, private REITs and drawdown vehicles?
- How do you compare open vs. closed-end funds?
- What are the best practices for due diligence and manager selection?
