We recently surveyed our Jamestown Invest audience to learn more about their alternative asset allocation plan and which private real estate investment best fits their immediate interest. Our Investor Relations Team has summarized a few takeaways from the survey:
Over half of our audience has 10% or less of their portfolio allocated to private real estate investments.
Over a third of our audience has never invested in commercial real estate investment offerings before.
A majority of respondents plan to add more private commercial real estate as part of their overall portfolio strategy in 2021.
Most respondents prefer a diversified commercial real estate fund with existing assets.
Multifamily and Healthcare are the most favored asset classes, with hotel and retail properties receiving the least amount of votes.
We hope you find our investor survey insightful as you compare the results with your 2021 investment strategy.
Educational Communication The views expressed above are presented only for educational and informational purposes and are subject to change in the future. No specific securities or services are being promoted or offered herein.
Not Advice This communication is not to be construed as investment, tax, or legal advice in relation to the relevant subject matter; investors must seek their own legal or other professional advice.