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Inside real estate & private markets

Helping you to navigate the evolving landscape of real estate and private markets with confidence and clarity.
Build your knowledge in alternative investments

As investors look to expand their portfolios beyond traditional stocks and bonds, it brings new layers of complexity to your portfolio discussions with clients. Demystify real estate and private markets investment considerations for yourself and your clients with our comprehensive suite of resources.

Confident portfolio design

Learn how to build stronger, more resilient portfolios by understanding where alternatives fit – and why they matter now.

Clarity across asset classes

From real estate to private credit and infrastructure, get to grips with the building blocks of alternatives and how to use them.

Stronger client conversations

Sharpen your language, framing, and tools - so you’re prepared to explain, position, and personalize alternatives with ease.
Resource library

Filter by investment theme or knowledge track to find the resources most relevant to your practice and client conversations.

Investment theme
Knowledge track
Private credit
Accelerated
Why covenants matter: Safeguarding investor interests in private credit
Learn how they help protect investor capital and create value through stronger oversight and outcomes.
Private credit
Foundational
Why smaller does not always mean riskier: The case for lower and core middle market direct lending
Direct lending isn’t one‑size‑fits‑all. Discover how lower and core middle market strategies differ—and why structure, scale, and selectivity matter for client portfolios.
Private infrastructure
Foundational
Beyond corporate credit: Why infrastructure debt could be the missing piece in your clients’ portfolio
Learn how private infrastructure debt can complement portfolios with long‑duration income, structural protections, and diversification benefits.
Private markets in portfolios
Enablement
Acting on alternatives: Your toolkit for guiding clients into real estate and private markets
Understand the pros and cons about the different ways to access alternative investments; we’ll debunk some common myths and share tips for how to discuss with your clients.
Private markets in portfolios
Foundational
An introduction to real estate and private markets in wealth portfolios
As these real estate and private market opportunities continue to democratize, prepare to educate clients and build portfolios that responsibly incorporate these investments.
Private markets in portfolios
Foundational
Exploring paths to income with private market debt
Adding private market debt to a traditional income portfolio may improve yield, diversification, and portfolio resilience. We discuss the different product types, how they can be used in a portfolio, as well as considerations advisors should think about when determining allocations for clients’ portfolios.
Real estate
Foundational
Real estate in modern portfolios: A wealth advisor’s guide
Leverage real estate investments in various ways for clients who want to enhance income, diversification, and capital appreciation.
Private markets in portfolios
Enablement
Using real estate and private markets to help strengthen client portfolios
Alternative investments offer compelling opportunities to enhance traditional portfolios. Strategically integrating private markets and real estate can potentially lead to attractive long-term outcomes.
Show
Results: 1 - 8 of 8
Private credit
Accelerated
Why covenants matter: Safeguarding investor interests in private credit
Learn how they help protect investor capital and create value through stronger oversight and outcomes.
Private credit
Foundational
Why smaller does not always mean riskier: The case for lower and core middle market direct lending
Direct lending isn’t one‑size‑fits‑all. Discover how lower and core middle market strategies differ—and why structure, scale, and selectivity matter for client portfolios.
Private infrastructure
Foundational
Beyond corporate credit: Why infrastructure debt could be the missing piece in your clients’ portfolio
Learn how private infrastructure debt can complement portfolios with long‑duration income, structural protections, and diversification benefits.
Private markets in portfolios
Enablement
Acting on alternatives: Your toolkit for guiding clients into real estate and private markets
Understand the pros and cons about the different ways to access alternative investments; we’ll debunk some common myths and share tips for how to discuss with your clients.
Private markets in portfolios
Foundational
An introduction to real estate and private markets in wealth portfolios
As these real estate and private market opportunities continue to democratize, prepare to educate clients and build portfolios that responsibly incorporate these investments.
Private markets in portfolios
Foundational
Exploring paths to income with private market debt
Adding private market debt to a traditional income portfolio may improve yield, diversification, and portfolio resilience. We discuss the different product types, how they can be used in a portfolio, as well as considerations advisors should think about when determining allocations for clients’ portfolios.
Real estate
Foundational
Real estate in modern portfolios: A wealth advisor’s guide
Leverage real estate investments in various ways for clients who want to enhance income, diversification, and capital appreciation.
Private markets in portfolios
Enablement
Using real estate and private markets to help strengthen client portfolios
Alternative investments offer compelling opportunities to enhance traditional portfolios. Strategically integrating private markets and real estate can potentially lead to attractive long-term outcomes.
Show
Results: 1 - 8 of 8

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Disclosure

Past performance does not guarantee future results.

Investing involves risk, including possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against a loss. The risk management techniques discussed seek to mitigate or reduce risk but cannot remove it.

Real estate investment options are subject to risks associated with credit, liquidity, interest rate fluctuation, adverse general and local economic conditions, and decreases in real estate values and occupancy rates.

Private market investments, unlike publicly traded stocks, involve various risks due to illiquidity, lack of transparency, and higher minimum investment requirements. These risks include liquidity risk, market risk, capital risk, and regulatory risk. Additionally, private market investments often involve higher fees and expenses and may have longer investment horizons. Investment risk may be magnified with alternative investment strategies due to their use of arbitrage, leverage, and derivatives. Fixed‐income investment options are subject to interest rate risk, and their value will decline as interest rates rise.