Details
 

June 13, 2023
8:00AM - 9:15AM

FPA Central Ohio presents June Breakfast Program

Fawcett Center

Real Estate: A potential solution to combat rising interest rates, inflation, and anemic yields


Tuesday, April 19, 2022

 

presented by

Zachary Forman

FPA April 2022 Presentation Zach Forman

Stocks and bonds do not have to be your only investment options. Commercial real estate may be the missing link in a traditional portfolio. The asset class can potentially provide durable income an offer opportunity for capital appreciation, along with other benefits that may improve the efficiency of a portfolio. Although not as common to stocks and bonds, institutions such as university endowments and pension funds have long used commercial real estate to diversify and improve the risk-adjusted performance of their portfolios. Today, Retail and High Net Worth investors have favorable access points to the same types of strategies that institutions have been using for decades.

Learning Objectives:

  1. By the end of the presentation, advisors will be able to evaluate where the current risk-adjusted opportunities are in the real estate space and being able to describe the 5 potential benefits of the asset class. (Income, Low-correlation, lower volatility, inflation protection, and enhanced risk-adjusted returns.
  2. By the end of the presentation, advisors will be able to describe the features and benefits of interval funds (1940 Act Funds).
  3. By the end of the presentation, advisors will be able to understand the potential benefits of blending private and public real estate into a singular strategy.

Tuesday, April19, 2022The Fawcett Center, 2400 Olentangy River Road - Clinton Room

7:45am - 8:00am - Registration/Breakfast served
8:00am - 8:15am - FPA Business/featured Sponsor

Featured Platinum Partner:

Apollo Logo

8:15am - 9:15am - Program (complete attendance for CE credits is required)

Fawcett Center Parking Pass April 2022  (be sure to click on the pass and print to bring to meeting) 

FPA Members - $25
CFA Society Columbus Members - you must have a comp code to register
Student Members - No charge!

Season Pass Holders - No charge! (FPA Member's Only. If you did not purchase and pay for a 2022 Season Pass, you will be invoiced the member rate.)
Non-members/Guests* - $50
Student Non-members** - $25

*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.

**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration.  Once paid, you cannot be refunded. Please bring valid student ID to meeting.

We have been granted 1 hour of CFP CE from the CFP Board and applied for 1 hour of Ohio Insurance CE credit. Please arrive prior to 12:15pm to ensure that you can sign in for CE credits - No Exceptions!

Please register by NOON on April 13, we cannot guarantee availability after that date. Cancellations accepted up until NOON on April 13 after that no refunds or credits will be given.

Attendees

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 06/13/2023 08:00 AM 06/13/2023 09:15 AM false America/New York FPA Central Ohio presents June Breakfast Program Real Estate: A potential solution to combat rising interest rates, inflation, and anemic yields Tuesday, April 19, 2022   presented by Zachary Forman FPA April 2022 Presentation Zach Forman Stocks and bonds do not have to be your only investment options. Commercial real estate may be the missing link in a traditional portfolio. The asset class can potentially provide durable income an offer opportunity for capital appreciation, along with other benefits that may improve the efficiency of a portfolio. Although not as common to stocks and bonds, institutions such as university endowments and pension funds have long used commercial real estate to diversify and improve the risk-adjusted performance of their portfolios. Today, Retail and High Net Worth investors have favorable access points to the same types of strategies that institutions have been using for decades. Learning Objectives: By the end of the presentation, advisors will be able to evaluate where the current risk-adjusted opportunities are in the real estate space and being able to describe the 5 potential benefits of the asset class. (Income, Low-correlation, lower volatility, inflation protection, and enhanced risk-adjusted returns. By the end of the presentation, advisors will be able to describe the features and benefits of interval funds (1940 Act Funds). By the end of the presentation, advisors will be able to understand the potential benefits of blending private and public real estate into a singular strategy. Tuesday, April19, 2022, The Fawcett Center, 2400 Olentangy River Road - Clinton Room 7:45am - 8:00am - Registration/Breakfast served8:00am - 8:15am - FPA Business/featured SponsorFeatured Platinum Partner: 8:15am - 9:15am - Program (complete attendance for CE credits is required) Fawcett Center Parking Pass April 2022  (be sure to click on the pass and print to bring to meeting)  FPA Members - $25CFA Society Columbus Members - you must have a comp code to registerStudent Members - No charge!Season Pass Holders - No charge! (FPA Member's Only. If you did not purchase and pay for a 2022 Season Pass, you will be invoiced the member rate.)Non-members/Guests* - $50Student Non-members** - $25 *First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50. **Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration.  Once paid, you cannot be refunded. Please bring valid student ID to meeting. We have been granted 1 hour of CFP CE from the CFP Board and applied for 1 hour of Ohio Insurance CE credit. Please arrive prior to 12:15pm to ensure that you can sign in for CE credits - No Exceptions! Please register by NOON on April 13, we cannot guarantee availability after that date. Cancellations accepted up until NOON on April 13 after that no refunds or credits will be given. Attendees Fawcett Center