We Believe One Should Consider Private Real Estate in 2025

Real Estate values turned positive in 2024, signaling the start of a pricing rebound

following the correction seen after Covid. With transaction volumes ticking up,

many expect a strong multi-year recovery, consistent with previous real estate cycles.

Skilled sector and market selection key to driving returns.

Expected real estate performance diverges widely by property type and geography,

making experienced active management critical to performance. High

conviction sectors include; industrial and single-family rentals.

Tax advantaged real estate may be desirable amidst tax code uncertainty.

With uncertainty in the tax rates for Federal and State income and capital gains, tax-advantaged real estate investments can continue to demonstrate

strong value for investors. 

Investing in private real estate offers benefits you may not find in a portfolio made up of stocks and bonds alone:  

Diversification * Low correlation to public markets and less volatility
Tax-deferred income * Cash flow and long-term appreciation